Jobs · Finance · California

Client Associate - Commercial Real Estate- Commercial Term Lending

JPMorganChase · Pasadena, CA · 2 mo ago
On-siteFinanceFull-time

About the role

Join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team. The Commercial Term Lending (CTL) Group offers an entrepreneurial spirit and professional development opportunities for self-starters with a passion for sales and commercial real estate.

Responsibilities

  • Develop strong business relationships through proactive calling of prospects, consistent networking, and seeking referrals.
  • Act as an integral part of creating marketing strategy and implement the marketing plan, including direct mailings, thought leadership digital mailings, and proprietary client events.
  • Interact with clients to understand their individual business needs and offer creative solutions for maintaining and growing 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 clients regarding the process and timeline from pre-approval through loan funding.
  • Drive the loan package through the process by assessing status and leveraging internal business partners.

Requirements

  • 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 of a sales team or an independent producer.
  • Strong understanding of financial concepts, including proficiency in Microsoft Office applications (Word, Excel, PowerPoint, and Outlook).
  • Excellent time management, verbal communication, and presentation skills.
  • Enthusiastic, self-motivated, ambitious, and a 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 events, publications, and announcements.

Preferred Qualifications

  • A college degree with a major in a related field or commensurate experience in the financial services industry.
  • Experience with cold calling.

This position is subject to Section 19 of the Federal Deposit Insurance Act. Employment is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Benefits

  • Competitive total rewards package including base salary, commission-based pay, and discretionary incentive compensation (cash and/or forfeitable equity).
  • Comprehensive health care coverage.
  • On-site health and wellness centers.
  • Retirement savings plan.
  • Backup childcare.
  • Tuition reimbursement.
  • Mental health support and financial coaching.

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