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Client Associate – Commercial Real Estate- Commercial Term Lending

JPMorgan Chase

Client Associate – Commercial Real Estate- Commercial Term Lending

JPMorgan Chase

New York, NY, United States, US

·

On-site

·

Full-time

·

2mo ago

Required skills

Excel

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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About JPMorgan Chase

JPMorgan Chase

JPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.

300,000+

Employees

New York City

Headquarters

$500B

Valuation

Reviews

3.8

10 reviews

Work-life balance

3.2

Compensation

4.1

Culture

3.8

Career

3.0

Management

2.5

65%

Recommend to a friend

Pros

Good benefits and compensation

Supportive and collaborative environment

Flexible work arrangements

Cons

Long hours and heavy workload

Management issues and lack of direction

High stress during peak times

Salary Ranges

41 data points

Junior/L3

Mid/L4

Senior/L5

Junior/L3 · Analytics Solutions Associate

1 reports

$139,000

total per year

Base

$107,000

Stock

-

Bonus

-

$139,000

$139,000

Interview experience

5 interviews

Difficulty

3.0

/ 5

Duration

14-28 weeks

Offer rate

40%

Experience

Positive 20%

Neutral 80%

Negative 0%

Interview process

1

Application Review

2

HireVue Video Interview

3

Recruiter Screen

4

Superday/Panel Interview

5

Final Interview

6

Offer

Common questions

Behavioral/STAR

Technical Knowledge

Culture Fit

Past Experience

Case Study