Client Associate – Commercial Real Estate- Commercial Term Lending
On-site · New York City, New York, United States
Job Summary
Client Associate on the Commercial Term Lending team responsible for developing strong client relationships through proactive prospecting and networking, contributing to marketing strategy and executing the marketing plan (direct mailings, thought leadership digital mailings, and client events), understanding client business needs to grow real estate portfolios, analyzing cash flow and valuation of commercial multifamily assets, modeling mortgage products to fit client needs, setting expectations from pre-approval to loan funding, and driving loan packages through the process with internal partners using strong MS Office skills for analyses and client presentations.
Required Qualifications
- 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
- 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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