26 days old

JPMorgan Chase & Co.
San Mateo, CA 94403
  • Job Code

Commercial Bank - Commercial Term Lending (Multi-Family Team) Client Specialist - San Mateo, CA

Job Description

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its JPMorgan Chase & Co brands. JPMorgan Chase & Co.is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles, which include choices such as Flexible Work Arrangements with periodic work from home and non-standard business hours, fully paid parental leave time, health care insurance and retirement benefits.


Commercial Banking serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion. The Firm's broad platform positions the Commercial Bank to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients' domestic and international financial needs.


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: (1) 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. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. We have over 1,000 employees nationwide. CTL delivers fast, efficient and streamlined loan transactions to our clients, helping them build their commercial real estate portfolio for long term success. We pride ourselves on reliably providing our clients straightforward, competitively priced loan programs, which include fixed and adjustable rates, early rate lock, and simple prepayment options. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers’ businesses and deliver personalized service from start to finish.


As a Client Specialist you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. In this role, you will be responsible for the following functions:

  • 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
  • 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
  • Tele-market to potential borrowers from marketing lists
  • Size new loans with Client Manager’s assistance
  • 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.


  • College graduate preferred
  • Minimum 2-4 years’ experience in mortgage lending preferably with inside sales/customer service background
  • Marketing and advertising experience a plus
  • Intermediate computer skills (familiar 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
Req #: 200010872
Location: San Mateo, CA US
Job Category: Relationship Management/Sales
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

Keyword: home%20lending


Posted: 2020-03-10 Expires: 2020-05-03

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JPMorgan Chase & Co.
San Mateo, CA 94403

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