Client Specialist - Commercial Term Lending, Commercial Real Estate

JPMorgan Chase & Co.•San Mateo, CA

6h•$31 - $43

About The Position

The Commercial Real Estate Commercial Term Lending team is seeking a Client Specialist to support Client Managers. This role serves as a point of contact for customers to resolve issues across multiple departments, facilitate the application process, request necessary documentation, and discuss products and pricing. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for the purchase or refinance of stabilized industrial, retail, office, mixed-use, and multifamily properties. CTL is comprised of two businesses: Multifamily Lending (MFL) and Commercial Mortgage Lending (CML). CTL is successful due to the dedication of its people, utilization of cutting-edge systems, continuous improvement of business processes, and a strong business culture. CTL delivers fast, efficient, and streamlined loan transactions, helping clients build their commercial real estate portfolios. The team prides itself on reliably providing straightforward, competitively priced loan programs with features like fixed and adjustable rates, early rate lock, and simple prepayment options. Local knowledge and experience are key, and CTL leverages deep local expertise to understand customer businesses and deliver personalized service.

Requirements

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.

Nice To Haves

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.

Responsibilities

Facilitate application process by interfacing with customers in taking complete applications and requesting documentation from borrowers
Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager/Client
Act as a liaison between the Client Manager and the processing team
Review complex files with multi-layered entity documentation and examine third party reports and leases
Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan
Coordinate and manage marketing to customers and brokers as well as assist the Client Manager in building customer and real estate broker relationships
Support Client Manager to achieve high originations and retain existing clients, providing a high level of customer service to both internal and external customers.