Client Associate – Commercial Real Estate- Commercial Term Lending

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit!  

As a Client Associate on the Commercial Term Lending team, you will have an internal drive to succeed and recognize that this opportunity provides career advancement by continuously improving upon the client’s experience. You will have the opportunity to build strong business relationships, contribute to marketing strategies, and analyze commercial multifamily real estate cash flow and valuation. You will be an integral part of the team, promoting the loan package process and continuously improving the client experience. 

This is a unique opportunity to join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team. The Commercial Term Lending (CTL) Group has a powerful entrepreneurial spirit and offers incredible professional development. 

Job 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

Required qualifications, capabilities, and skills 

• 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
• Strong understanding of financial concepts required, including being 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
• Able to identify new sources of business by researching industry and related events, publications, and announcements

Preferred qualifications, capabilities, and skills 

• A four-year college degree with a major in a related field (Business Administration, Real Estate, Finance and/or Marketing - preferred) or commensurate experience in the financial services industry
• Experience cold calling preferred 
• Familiarity with CoStar preferred