Client Specialist, Commercial Real Estate Banking, Commercial Term Lending
JPMorganChase, Jersey City, NJ, United States
Job Description
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 team is a great fit!
As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer.
Commercial Term Lending (CTL) provides commercial real‑estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed‑use, and multifamily properties. Local knowledge and deep expertise help deliver personalized service from start to finish.
Job Responsibilities
Facilitate the application process by interfacing with customers and taking complete applications; request documentation from borrowers; discuss products, pricing, quoting, and lock interest rates at the request of the Client Manager.
Develop a working knowledge of treasury services products and processes to assist customers with opening accounts.
Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales processes.
Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
Act as a liaison between the Client Manager and the processing team; coordinate Letter of Interest submissions and loan closings; review complex files with multi‑layered entity documentation and examine third‑party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting.
Manage pipeline, updating the Client Manager on status and notifying borrowers on loan progress.
Assist the Client Manager in building customer and real‑estate broker relationships by coordinating marketing to customers and brokers; attend team marketing events and trade shows.
Work with the Client Manager to establish the number of loans required to meet the annual production goal.
Support the Client Manager to achieve high originations and retain existing clients by providing superior customer service to internal and external customers.
Required Qualifications, Capabilities & Skills
Minimum 2 years’ experience in mortgage lending, with inside sales/customer service background.
Excellent desktop skills, including Microsoft Excel, PowerPoint, and other Office applications.
Enthusiastic and self‑motivated.
Superior written and oral communication.
Superior customer service skills.
Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand.
Strong organizational and execution skills, including ability to multitask and work independently across various levels of the organization.
Preferred Qualifications, Capabilities & Skills
College graduate preferred.
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment.
Professional, thorough, and organized with follow‑up skills; ability to learn products, services, and procedures quickly and accurately.
Superior interpersonal communication skills, strong attention to detail, and time management.
Benefits We offer a competitive total rewards package, including base salary, commission‑based pay, and discretionary incentive compensation. Eligible employees may also receive benefits such as comprehensive health‑care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.
Equal‑Opportunity Employer Statement We are an equal‑opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, and we make reasonable accommodations for applicants’ religious practices and mental health or physical disability needs. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veteran.
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As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer.
Commercial Term Lending (CTL) provides commercial real‑estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed‑use, and multifamily properties. Local knowledge and deep expertise help deliver personalized service from start to finish.
Job Responsibilities
Facilitate the application process by interfacing with customers and taking complete applications; request documentation from borrowers; discuss products, pricing, quoting, and lock interest rates at the request of the Client Manager.
Develop a working knowledge of treasury services products and processes to assist customers with opening accounts.
Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales processes.
Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
Act as a liaison between the Client Manager and the processing team; coordinate Letter of Interest submissions and loan closings; review complex files with multi‑layered entity documentation and examine third‑party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting.
Manage pipeline, updating the Client Manager on status and notifying borrowers on loan progress.
Assist the Client Manager in building customer and real‑estate broker relationships by coordinating marketing to customers and brokers; attend team marketing events and trade shows.
Work with the Client Manager to establish the number of loans required to meet the annual production goal.
Support the Client Manager to achieve high originations and retain existing clients by providing superior customer service to internal and external customers.
Required Qualifications, Capabilities & Skills
Minimum 2 years’ experience in mortgage lending, with inside sales/customer service background.
Excellent desktop skills, including Microsoft Excel, PowerPoint, and other Office applications.
Enthusiastic and self‑motivated.
Superior written and oral communication.
Superior customer service skills.
Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand.
Strong organizational and execution skills, including ability to multitask and work independently across various levels of the organization.
Preferred Qualifications, Capabilities & Skills
College graduate preferred.
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment.
Professional, thorough, and organized with follow‑up skills; ability to learn products, services, and procedures quickly and accurately.
Superior interpersonal communication skills, strong attention to detail, and time management.
Benefits We offer a competitive total rewards package, including base salary, commission‑based pay, and discretionary incentive compensation. Eligible employees may also receive benefits such as comprehensive health‑care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.
Equal‑Opportunity Employer Statement We are an equal‑opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, and we make reasonable accommodations for applicants’ religious practices and mental health or physical disability needs. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veteran.
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