Client Associate – Commercial Real Estate- Commercial Term Lending

Job Description

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending (CTL) team is a great fit!

This is a unique opportunity to join the nation’s #1 multifamily lender as a Client Associate on our multifamily lending sales team. The CTL Group has a powerful entrepreneurial spirit and offers incredible professional development. As a Client Associate, you will have an internal drive to succeed and recognize that this opportunity provides career advancement by continuously improving upon the client’s experience.

As a Commercial Real Estate Client Associate within the Commercial Term Lending team, you will have the opportunity to develop strong business relationships through proactive calling of prospects and existing clients. You will play an integral role in creating and implementing marketing strategies, interacting with clients to understand their business needs, and offering creative solutions to help them grow their real estate portfolio.

You will also analyze commercial multifamily real estate cash flow and valuation, model various financial assumptions to select the best mortgage product for the client, and promote the loan package through the process from pre-approval to funding.

• Develop strong business relationships through proactive calling of prospects and existing clients
• Act as an integral part of creating and implementing marketing strategies, including direct mailings, digital campaigns, and client events
• Interact with clients to understand their individual business needs and offer creative solutions to help them 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 the process and timeline from pre-approval through funding
• Drive the loan package through the process by assessing status and leveraging internal business partners

• Minimum of 2 years of professional experience within a commercial real estate firm or other area of financial services (Investment Management, Commercial Banking, Business Banking, or Insurance)
• Strong desire to be a contributing member on a sales team
• Strong understanding of financial concepts; highly proficient in Microsoft Office applications (Word, Excel, PowerPoint, Outlook) with strong analytical skills
• Excellent time management, verbal communication, and presentation skills
• Enthusiastic, self‑motivated, ambitious 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

• Four‑year college degree with a major in a related field (Business Administration, Real Estate, Finance, and/or Marketing preferred) or commensurate experience in the financial services industry
• Experience with cold calling preferred

JPMorgan

Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include comprehensive health care…