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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

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending (CTL) team is a great fit!

This is a unique opportunity to join the nation’s #1 multifamily lender as a Client Associate on our multifamily lending sales team. The CTL Group has a powerful entrepreneurial spirit and offers incredible professional development. As a Client Associate, you will have an internal drive to succeed and recognize that this opportunity provides career advancement by continuously improving upon the client’s experience.

As a Commercial Real Estate Client Associate within the Commercial Term Lending team, you will have the opportunity to develop strong business relationships through proactive calling of prospects and existing clients. You will play an integral role in creating and implementing marketing strategies, interacting with clients to understand their business needs, and offering creative solutions to help them grow their real estate portfolio. You will also analyze commercial multifamily real estate cash flow and valuation, model various financial assumptions to select the best mortgage product for the client, and promote the loan package through the process from pre-approval to funding.

Job Responsibilities:

  • Develop strong business relationships through proactive calling of prospects and existing clients

  • Act as an integral part of creating and implementing marketing strategies, including direct mailings, digital campaigns, and client events

  • Interact with clients to understand their individual business needs and offer creative solutions to help them 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 the process and timeline from pre-approval through funding

  • 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

  • Strong understanding of financial concepts; highly proficient in Microsoft Office applications (Word, Excel, PowerPoint, 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:

  • Four-year college degree with a major in a related field (Business Administration, Real Estate, Finance, and/or Marketing preferred) or commensurate experience in the financial services industry

  • Experience with cold calling preferred

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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