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Client Associate (Commercial Term Lending - Multifamily/Apartment Lending Team) - San Francisco, CA

Req #: 170108481
Location: San Francisco, CA, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 0 US Dollar (USD)

Sales/Client Associate (Commercial Term Lending - Multifamily Lending)


Chase Commercial Term Lending offers targeted commercial multifamily lending (MFL) opportunities. Our clients are owners and investors needing $1,000,000 or more in term financing on stabilized commercial multifamily real estate properties (5+ units).


The Client Associate works with the Client Manager in originating commercial multifamily real estate loans.



  • Analyze 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 loan package through process by assessing status and leverage internal business partners

  • Integral part of creating marketing strategy and responsible for implementing marketing plan which includes direct mailings, thought leadership digital mailings, 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

  • Strong business development achieved through aggressive calling of prospects and existing clients

  • Identify new sources of business by researching industry and related events, publications, and announcements

  • Minimum of one to two years experience within a commercial multifamily real estate lending environment
  • Highly proficient in all Microsoft Office applications (Word, Excel, PowerPoint and Outlook) with strong analytical skills
  • Excellent time management, verbal communication and presentation skills
  • Enthusiastic, self-motivated, ambitious, team player
  • Professional, thorough, organized and detail oriented; able to follow standard operating policies and procedures
  • Familiarity with CoStar preferred
  • A four-year college degree with a major in a related field (Business Administration, Real Estate, Finance and/or Marketing - strongly preferred)
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