Sales-Driven CRE & Commercial Lending Client Associate

Testing Site - JPMC; Pasadena (CA); On-site; USD 69,000 - 97,000; Full time

Job summary

JPMorganChase is seeking a Client Associate for its Commercial Term Lending team in California. The role focuses on sales, relationship building, and client service within multifamily lending, requiring a strong financial proficiency and market understanding.

The position emphasizes proactive outreach, strategic marketing, and collaboration with internal partners to close loans and grow client portfolios.

Qualifications

• Minimum of 2 years of professional experience in a commercial real estate firm or financial services

Responsibilities

• Develop strong business relationships through proactive calling of prospects, engaging in consistent networking and seeking referrals
• Act as an integral part of creating marketing strategy, and hold responsibility for implementing the marketing plan including direct mailings, thought leadership digital mailings, and proprietary client events
• Interact with clients by understanding their business needs and offering creative ways to grow their real estate portfolio
• Analyze commercial multifamily real estate cash flow and valuation
• Model various financial assumptions to select the best mortgage product for the client
• Set expectations with the client and review process and timeline from pre-approval through funding
• Drive the loan package through the process by assessing status and leveraging internal partners

Skills

Sales skills

Networking

Time management

Verbal communication

Presentation

Team player

Education

Bachelor's degree in a related field

Tools

Microsoft Office

Job description

JPMorganChase is seeking a Client Associate for its Commercial Term Lending team in California. The role focuses on sales, relationship building, and client service within multifamily lending, requiring a strong financial proficiency and market understanding.

The position emphasizes proactive outreach, strategic marketing, and collaboration with internal partners to close loans and grow client portfolios.