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JP Morgan Chase

Runs a consumer bank and an investment bank

Client Associate - Commercial Real Estate-Commercial Term Lending

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeBoston, MA, USA$70k - $105kIn-person

About the Job

Requirements

  • A minimum of 2 years of professional experience within a commercial real estate firm or another area of financial services, such as investment management, commercial banking, business banking, or insurance.
  • A strong desire to contribute as a member of a sales team or as an independent producer.
  • A strong understanding of financial concepts and proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook, along with strong analytical skills.
  • Ability to manage time effectively and deliver verbal communications and presentations.
  • Ability to follow standard operating policies and procedures while working in a professional, thorough, organized, and detail-oriented manner.

Responsibilities

  • Develop strong business relationships by proactively calling prospects, networking consistently, and seeking referrals.
  • Contribute to creating the marketing strategy and implement the marketing plan, including direct mailings, thought leadership digital mailings, and proprietary client events.
  • Understand clients’ individual business needs and offer ways to maintain and grow their real estate portfolios.
  • Analyze commercial multifamily real estate cash flow and valuation.
  • Model financial assumptions to select the best mortgage product for each client.
  • Set client expectations and review the process and timeline from pre-approval through loan funding.
  • Drive the loan package through the process by assessing its status and leveraging internal business partners.
  • Identify new sources of business by researching industry and related events, publications, and announcements.

Desired Qualifications

  • A college degree with a major in a related field, or commensurate experience in the financial services industry.
  • Experience cold calling.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

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