Client Specialist - Commercial Term Lending, Commercial Real Estate

Client Specialist – Commercial Term Lending, Commercial Real Estate

Join to apply for the Client Specialist – Commercial Term Lending, Commercial Real Estate role at JPMorganChase .

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.

Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for the purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. CTL is comprised of two businesses : Multifamily Lending (MFL) , the nation’s number one multifamily lender providing term financing from $500,000 to $25 million+ on stabilized apartment buildings with five or more units, and Commercial Mortgage Lending (CML) which provides term financing from $1 million to $25 million+ on stabilized industrial, retail, office and mixed‑use properties. CTL delivers fast, efficient and streamlined loan transactions to our clients, helping them build their commercial real estate portfolio for long‑term success.

Job Responsibilities

• Facilitate application process by interfacing with customers in taking complete applications and requesting documentation from borrowers.
• Discuss products, pricing and quoting, and lock interest rates at the request of the Client Manager / Client.
• Act as a liaison between the Client Manager and the processing team.
• Review complex files with multi‑layered entity documentation and examine third‑party reports and leases.
• Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan.
• Coordinate and manage marketing to customers and brokers and assist the Client Manager in building customer and real‑estate broker relationships.
• Support Client Manager to achieve high originations and retain existing clients; provide a high level of customer service to both internal and external customers.

Required Qualifications, Capabilities, and Skills

Preferred Qualifications, Capabilities, and Skills

FEDERAL DEPOSIT INSURANCE ACT : This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase’s review of criminal conviction history, including pretrial diversions or program entries.

About Us

JPMorganChase, 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. Those in eligible roles may receive commission-based pay and / or discretionary incentive compensation, paid in the form of cash and / or forfeitable equity, awarded in recognition of 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 & Co. is an Equal Opportunity Employer, including Disability / Veterans.

About The Team

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides 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 not‑for‑profit organizations.

Location : San Francisco, CA | Salary : $75,000.00 – $101,000.00

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