Client Specialist

3 weeks ago

Chicago, United States JPMorgan Chase Full time

Are you customer focused, enjoy the commercial real estate industry? You have found the right team.

As a Client Specialist in Commercial Term Lending, 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 have the opportunity to contribute to high originations and retain existing clients by providing a high level of customer service to both internal and external customers, request documentation from borrowers, and size new loans with Client Manager's Assistance.

Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for 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 (2) Commercial Mortgage Lending (CML)which provides term financing from $1 million to $25 million+ on stabilized industrial, retail, office and mixed-use properties.

**Job responsibilities**

+ Facilitate application process by interfacing with customers in taking complete applications

+ Discuss products, pricing and quoting and locking interest rates at the request of the Client Manager

+ 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

+ 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

+ Coordinate and manage 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

**Required qualifications, capabilities, and skills**

+ 2+ years' experience in mortgage lending with inside sales/customer service background

+ Intermediate computer skills

+ Experience with MS Office products or similar software

+ Enthusiastic and self-motivated

+ Excellent written and oral communication

+ Excellent customer service skills

+ Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand

**Preferred qualifications, capabilities, and skills**

+ Bachelor's Degree

+ Marketing and advertising experience

JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans

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