Client Associate - Commercial Real Estate- Commercial Term Lending

About the role

Join the Commercial Term Lending team as a Client Associate and leverage your passion for Commercial Real Estate to build relationships, identify growth opportunities for clients, and contribute to marketing strategies. This role offers career advancement by continuously improving the client experience and is an integral part of the nation's #1 multifamily lender. The Commercial Term Lending (CTL) Group fosters an entrepreneurial spirit and provides significant professional development opportunities.

Responsibilities

• Develop strong business relationships through proactive outreach to prospects and existing clients.
• Act as an integral part of creating and implementing marketing strategies, including direct mailings, thought leadership digital campaigns, and proprietary client events.
• Interact with clients to understand their individual business needs and offer creative solutions for maintaining and growing their real estate portfolios.
• Analyze commercial multifamily real estate cash flow and valuation.
• Model various financial assumptions to select the best mortgage product for clients.
• Set expectations with clients and review the loan process and timeline from pre-approval through 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 (e.g., Investment Management, Commercial Banking, Business Banking, or Insurance).
• Strong desire to contribute as a member of a sales team.
• Strong understanding of financial concepts and proficiency in Microsoft Office applications (Word, Excel, PowerPoint, and Outlook) with advanced analytical skills.
• Excellent time management, verbal communication, and presentation skills.
• Enthusiastic, self-motivated, ambitious, and a team player.
• Professional, thorough, organized, and detail-oriented with the ability to follow standard operating policies and procedures.
• Able to identify new business opportunities by researching industry events, publications, and announcements.

Preferred Qualifications

• A four-year college degree with a major in a related field (e.g., Business Administration, Real Estate, Finance, and/or Marketing) or commensurate experience in the financial services industry.
• Experience with cold calling.
• Familiarity with CoStar.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Commission-based pay and/or discretionary incentive compensation for eligible roles, awarded in 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.