Client Associate, Commercial Real Estate
JPMorganChase
Chicago, IL2–4 yrs2h agovia LinkedIn
This job at a glance
- Who can apply
- 2–4 years of experience
- Must know
- ValuationExcelMicrosoft OfficeSales
- Nice to have
- Marketing
- Work
- On-site in Chicago
- Pay
- Not stated by the employer.
- Skill demand
- Microsoft Office45%Excel44%Sales37%Valuation1%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 1, 2026 · still open
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About the Role
The Commercial Real Estate Commercial Term Lending team is seeking a Client Associate. This role offers career advancement by continuously improving the client's experience.
Key Responsibilities
- Develop strong business relationships through proactive calling of prospects and existing clients.
- Act as an integral part of creating marketing strategy, and hold responsibility for implementing the marketing plan which includes direct mailings, thought leadership digital mailings, and proprietary client events.
- Interact with clients by seeking to understand their individual business needs and offering creative ways for them to successfully maintain and grow their real estate portfolio.
- Analyze commercial multifamily real estate cash flow and valuation.
- Model various financial assumptions to select the best mortgage product for the client.
- Set expectations with the client and review process and timeline from pre-approval through the funding of the loan.
- Drive the loan package through the process by assessing status and leveraging internal business partners.
Requirements & Tech Stack
- Strong understanding of financial concepts.
- Highly proficient in all Microsoft Office applications (Word, Excel, PowerPoint and Outlook).
- Strong analytical skills.
- Excellent time management, verbal communication and presentation skills.
- Professional, thorough, organized and detail-oriented.
- Able to follow standard operating policies and procedures.
- Able to identify new sources of business by researching industry and related events, publications, and announcements.
Qualifications
- Minimum of 2 years of professional experience within a commercial real estate firm or other area of financial services (Investment Management, Commercial Banking, Business Banking or Insurance).
- Strong desire to be a contributing member on a sales team.
- Enthusiastic, self-motivated, ambitious, team player.
Preferred Qualifications:
- A four-year college degree with a major in a related field (Business Administration, Real Estate, Finance and/or Marketing).
- Commensurate experience in the financial services industry.
- Experience cold calling.
- Familiarity with CoStar.