Client Associate – Commercial Real Estate- Commercial Term Lending

🏢 JP Morgan
📍 New York, United StatesFull-timeOn-site
📅 Posted: 6mo ago
CV%
✨ AI Summary
This role is for a Client Associate in Commercial Term Lending within JPMorgan Chase's multifamily lending sales team. The candidate will develop client relationships, support marketing and client events, understand clients' business needs, analyze cash flows and real estate valuations, and model financial scenarios to recommend mortgage products. The position requires at least 2 years of relevant experience in commercial real estate or financial services, strong MS Office skills, analytical ability, time management, and excellent communication and presentation skills. A college degree is preferred. The role emphasizes sales orientation, team collaboration, and proactive business development, with opportunities for career growth in a top-tier financial institution.
Required Skills
Productivity & Workplace Tools
ExcelWordPowerPointOutlook
Finance, Legal & Governance
Financial AnalysisFinancial Modeling
Business, Sales & Management
Sales ManagementBusiness DevelopmentCold CallingMarket ResearchClient Relationship Management
Soft Skills & Professional Competencies
Presentation SkillsTime ManagementCommunication
🎁 Benefits & Perks
Competitive total rewards package including base salary, potential commission and discretionary incentive compensation; comprehensive health care coverage; retirement savings plan; tuition reimbursement; mental health support; and other benefits as eligible.
Requirements
Requires a minimum of 2 years of professional experience in a commercial real estate firm or related financial services field, with strong financial concept understanding and proficiency in Microsoft Office. Candidates should demonstrate sales aptitude, ability to manage time effectively, excellent verbal and presentation skills, and the capability to identify new business opportunities through research and industry networking. A college degree in a related field or commensurate experience is preferred.
Description

Are you a self-starter with a passion for Sales and Commercial Real Estate, thriving in competitive environments and engaging confidently with clients? If so, the Commercial Term Lending team is just what you’re looking for! Join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team, where the CTL Group's entrepreneurial spirit and professional development opportunities await.

As a Client Associate within the Commercial Term Lending team, you will have a relentless internal drive to succeed, a laser focus on providing a best-in-class client experience and the understanding that honing your inherent Sales/Business Development skills is the key to success and advancement.

Job 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

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 or an independent producer
  • 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 college degree with a major in a related field or commensurate experience in the financial services industry
  • Experience cold calling 
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🎯 Overalli74%
⚡ Skillsi85%
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Ontology Match: 85.0
Matched:✓ Requirements Matching✓ Ontology Skills Mapping
📜 Eligibilityi49%
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Local: 19600%
🏗️ Career Fiti91%
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Seniority: 91.0
📋 Requirementsi67%
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Domain: 67.0
🔥 Motivationi78%
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Title Fit: 78.00