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As a Senior Client Associate within the Commercial Term Lending (CTL) team, you will focus on the detailed analysis of commercial mortgage opportunities, with a particular emphasis on retail, industrial, mixed-use (residential/retail), and office properties. You’ll be responsible for assessing client needs, performing financial analysis, and guiding lending requests through the approval process. This is an excellent opportunity for professional growth within a leading commercial real estate lender.
Job responsibilities
- Develop and maintain strong relationships with prospects and existing clients through proactive outreach and regular communication.
- Provide in-depth analysis of lending requests, including cash flow evaluation, property valuation, and financial modeling to recommend suitable mortgage products.
- Collaborate on marketing strategies and execute campaigns, including direct mail, digital thought leadership, and exclusive client events.
- Engage with clients to understand their unique business needs and deliver tailored solutions to help them expand their real estate holdings.
- Set clear expectations with clients regarding process and timelines, and guide them from pre-approval through funding.
- Drive loan packages through the approval process, coordinating with internal partners to ensure timely and accurate execution.
Required qualifications, capabilities, and skills
- Minimum of 4 years of professional experience in commercial real estate or financial services (Investment Management, Commercial Banking, Business Banking, or Insurance).
- Strong desire to contribute to a high-performing sales team.
- Experience with investment property analysis across retail, industrial, office, and multifamily sectors.
- Solid understanding of financial concepts and proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook); strong analytical skills.
- Excellent time management, verbal communication, and presentation abilities.
- Self-motivated, ambitious, enthusiastic team player.
- Professional, organized, detail-oriented, and able to follow standard operating procedures.
- Ability to identify new business opportunities through industry research and monitoring relevant publications and events.
Preferred qualifications, capabilities, and skills
- A four-year college degree with a major in a related field (Business Administration, Real Estate, Finance and/or Marketing – preferred) or commensurate experience in Bachelor’s degree in Business Administration, Real Estate, Finance, Marketing, or related field (preferred), or equivalent experience in financial services.
- Experience with cold calling is a plus.
- Experience with CoStar is preferred.
Source: JP Morgan Career Page
