Client Associate – Commercial Real Estate- Commercial Term Lending
On-site · San Francisco, California, United States
Job Summary
Client Associate on the Commercial Term Lending team who focuses on developing strong client relationships, executing marketing activities (direct mailings, thought leadership digital mailings, and client events), understanding client needs to grow real estate portfolios, analyzing cash flow and valuation for multifamily properties, modeling mortgage options, setting expectations through pre-approval to funding, and driving loan packages through internal processes while leveraging partnerships for business development.
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
- FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
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