JPMorganChase · 2 weeks ago
Private Bank, Commercial Real Estate Lending Specialist, Vice President/Executive Director, New York
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$170K/yr - $350K/yr
10+ years expJPMorganChase is one of the oldest financial institutions, providing innovative financial solutions to a diverse clientele. The Private Bank Commercial Real Estate Lending Specialist will drive credit origination in the US lending portfolio, acting as a subject matter expert and advising clients on commercial real estate solutions.
Asset ManagementBankingFinancial Services
Responsibilities
The Lending Solutions Commercial Real Estate Specialist will be responsible for driving commercial real estate credit origination in the US lending portfolio, by developing and executing on the strategic vision for the product, acting as the subject matter expert and providing clients strategic advice on Commercial Real Estate Solutions
Partner with U.S. Lending Advisors and coverage Bankers to identify and execute financing opportunities with clients and prospects
Educate U.S. Lending Advisors and market integrated team members on product value proposition, basic product features and client selection; share success stories and ideas to replicate winning themes and transactions across markets
Develop initiatives and campaigns to drive growth
Develop and maintain expert knowledge of market standards, competition and pricing
Forge strong relationship with Credit Risk; and assist in credit policy and guideline changes
Monitor portfolio risk and recommend policy or practice changes in connection with market conditions, portfolio related issues or regulatory compliance
Partner with credit underwriting to ensure proper resources to facilitate the credit approval process, business and financial analysis, due diligence and portfolio review maintenance
Qualification
Required
Ten+ years experience in highly-structured custom credit loan products
Expert knowledge and experience in executing Commercial Real Estate transactions
Highly proficient knowledge of financial and capital markets
Credit trained, with advanced business and financial analytical skills
Knowledge of Commercial Real Estate account maintenance, loan closing, credit administration and compliance procedures
Ability to communicate and recommend advice-driven credit solutions to highly sophisticated ultra-high net worth clients and prospects
Sales experience including: prospecting, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
Demonstrates understanding of wealth management including investment management, trusts and financial planning
Ability to work in a team based environment and assist in the development and retention of junior team members
Series 7, Series 66
Preferred
CRE financing knowledge and/ or PB lending experience a plus
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
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Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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