Private Bank, Commercial Real Estate Lending Specialist, Vice President/Executive Director, New York

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New York, NY
Hybrid
Expert/Leader
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The role involves driving commercial real estate credit origination, advising clients, developing financing strategies, and overseeing credit processes. It requires extensive experience in custom credit loan products and relationship management with high net worth clients.
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Job Description
The Private Bank Commercial Real Estate (\"CRE\") Group team will be responsible for driving commercial real estate credit origination in the US lending portfolio, by developing and executing on the strategic vision for the product, acting as the subject matter expert and providing clients strategic advice on Commercial Real Estate Solutions. The CRE team works with the markets and extends credit solutions to commercial real estate owners and investors across the US. The team is deeply involved in structuring the transaction, supporting underwriters with analysis, advising the client, negotiating with clients and running the end-to-end process from the initial pitch to closing a deal for CRE reliant transactions. The CRE Group is a subset of the PB Lending Solutions group, which provides credit solutions across a variety of needs to a range of high net worth individuals, their family offices, and their organizations.
Job Responsibilities:
  • The Lending Solutions Commercial Real Estate Specialist will be responsible for driving commercial real estate credit origination in the US lending portfolio, by developing and executing on the strategic vision for the product, acting as the subject matter expert and providing clients strategic advice on Commercial Real Estate Solutions.
  • Partner with U.S. Lending Advisors and coverage Bankers to identify and execute financing opportunities with clients and prospects
  • Educate U.S. Lending Advisors and market integrated team members on product value proposition, basic product features and client selection; share success stories and ideas to replicate winning themes and transactions across markets
  • Develop initiatives and campaigns to drive growth
  • Develop and maintain expert knowledge of market standards, competition and pricing;
  • Forge strong relationship with Credit Risk; and assist in credit policy and guideline changes
  • Monitor portfolio risk and recommend policy or practice changes in connection with market conditions, portfolio related issues or regulatory compliance
  • Partner with credit underwriting to ensure proper resources to facilitate the credit approval process, business and financial analysis, due diligence and portfolio review maintenance

Required Qualifications, Capabilities and Skills:
  • Ten+ years experience in highly-structured custom credit loan products
  • Expert knowledge and experience in executing Commercial Real Estate transactions
  • Highly proficient knowledge of financial and capital markets
  • Credit trained, with advanced business and financial analytical skills
  • Knowledge of Commercial Real Estate account maintenance, loan closing, credit administration and compliance procedures
  • Ability to communicate and recommend advice-driven credit solutions to highly sophisticated ultra-high net worth clients and prospects
  • Sales experience including: prospecting, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
  • Demonstrates understanding of wealth management including investment management, trusts and financial planning
  • Ability to work in a team based environment and assist in the development and retention of junior team members
  • Series 7, Series 66

Preferred Qualifications, Capabilities and Skills:
  • CRE financing knowledge and/ or PB lending experience a plus

About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Top Skills

Commercial Real Estate Transactions
Credit Solutions
Financial And Capital Markets
Financial Markets

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, 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 J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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