SalesFocused Client Associate, Commercial Real Estate Lending

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in San Francisco is seeking a Client Associate for the Commercial Term Lending team. This role focuses on developing client relationships, understanding multifamily real estate needs, and contributing to sales initiatives within a leading national lender.

You will engage with prospects, support marketing efforts, analyze cash flows, and model mortgage options to tailor loans. A self-motivated, detail-oriented team player with 2+ years in CRE or financial services is

Qualifications

• Minimum of 2 years of professional experience within a commercial real estate firm or other area of financial services.
• Strong desire to be a contributing member on a sales team or an independent producer.
• Strong understanding of financial concepts; proficient in Microsoft Office with strong analytical skills.
• Excellent time management, verbal communication and presentation skills.
• Enthusiastic, self-motivated, team player.
• Professional, thorough, organized and detail oriented; able to follow standard operating policies and procedures.
• Able to identify new sources of business by researching industry and related events, publications, and announcements.

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 which includes direct mailings, thought leadership digital mailings, and proprietary client events
• Interact with clients by seeking to understand their individual business needs and offering creative ways for them to successfully maintain and 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 the funding of the loan
• Drive the loan package through the process by assessing status and leveraging internal business partners

Job description

JPMorgan Chase & Co. in San Francisco is seeking a Client Associate for the Commercial Term Lending team. This role focuses on developing client relationships, understanding multifamily real estate needs, and contributing to sales initiatives within a leading national lender.

You will engage with prospects, support marketing efforts, analyze cash flows, and model mortgage options to tailor loans. A self-motivated, detail-oriented team player with 2+ years in CRE or financial services is