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Location

San Mateo, CA | United States

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Job description

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 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. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers’ businesses and deliver personalized service from start to finish.

 Job responsibilities 

• Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager
• Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts
• Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process 
• 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 and coordinate Letter of Interest submissions as well as 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, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. 
• Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers.  Assist and attend team marketing events and trade shows. 
• Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. 
• Support Client Manager to achieve high originations and retain existing clients.  You will provide a high level of customer service to both internal and external customers.

Required qualifications capabilities and skills:

• Minimum 2 years’ experience in mortgage lending preferably 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 in the organization.

Preferred qualifications, capabilities, and 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, as well as strong attention to detail and time management.

About Us

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include 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. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our  FAQs for more information about requesting an accommodation.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

About the Team

Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.

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Salary