Chase · 2 months ago
Client Specialist, Commercial Real Estate Banking, Commercial Term Lending
10 S Dearborn St, Chicago, IL, 60603, US
Full-time
Onsite
Entry, Mid Level
$25.49/hr - $34.62/hr
2+ years expChase is a leading financial institution that offers innovative financial solutions. They are seeking a Client Specialist for their Commercial Term Lending team to support Client Managers, facilitate the application process, and build relationships with Commercial Real Estate clients.
BankingFinancial 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
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
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
Small Business Trends
2026-01-18
2026-01-13
Company data provided by crunchbase