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 team is a great fit!
As a Client Associate in the Commercial Term Lending team, you will have the opportunity to develop strong business relationships, create marketing strategies, and promote the loan package process. You will interact with clients to understand their team member business needs and offer creative solutions to help them grow their real estate portfolio. This role requires a strong understanding of financial concepts, excellent time management, and strong analytical skills. You will be a key contributor to our sales team, helping to improve the client experience and identify new business opportunities
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This is a unique opportunity to join the nation's #1 lender as a Client Associate on our lending sales team. The Commercial Term Lending 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.
Job responsibilities
- Develop strong business relationships through proactive calling of prospects and existing clients
- 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
- 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
Required qualifications, capabilities, and skills
- 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 required, including being highly proficient in all Microsoft Office applications (Word, Excel, PowerPoint and 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
Preferred qualifications, capabilities, and skills
- A 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 cold calling preferred
- Familiarity with Costar preferred
ABOUT US
JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.