JPMorganChase · 1 month ago
Client Specialist, Commercial Real Estate Banking, Commercial Term Lending
277 Park Ave, New York, NY, 10172, US
Full-time
Onsite
Entry, Mid Level
$31.25/hr - $42.79/hr
2+ years expJPMorganChase is seeking a Client Specialist to join their Commercial Term Lending team, focusing on building relationships and identifying growth opportunities for Commercial Real Estate clients. The role involves supporting Client Managers, facilitating application processes, and providing high-level customer service to both internal and external stakeholders.
Asset ManagementBankingFinancial Services
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
Qualification
Required
Minimum 2 years' experience in mortgage lending, 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
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
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)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
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
Recent News
2026-01-08
Crunchbase News
2026-01-08
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-07
Company data provided by crunchbase