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Executive Director, Client Executive Senior - Commercial Real Estate Banking (REB) Group at JPMorgan Chase Bank, N.A.

Posted in General Business 8 days ago.

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Type: Full-Time
Location: San Francisco, California

Job Description:

The Commercial Bank's Real Estate Banking (REB) Client Executive is a seasoned real estate business development/sales client manager specializing in Commercial Real Estate with proven revenue generating capabilities with the largest institutional clients. In this role you will generate new business opportunities, be involved with underwriting real estate credits of varying complexity, cross-sell bank financial products, and manage our existing relationships. You will be responsible for direct calling with private sector and institutional clients, primarily in the local/regional area. The Client Executive will be expected to become a trusted advisor to clients, identifying needs and recommending appropriate solutions.

Responsibilities include:

  • Solicit, develop and oversee servicing of Commercial Real Estate clients
  • Initiate strategic dialogue with clients around financial and real estate credit needs
  • Collaborate with underwriting team on analysis, structuring and documentation of credit requests
  • Facilitate client discussions regarding our Commercial Mortgage Backed Securities and Real Estate Investment Banking capabilities
  • Cross-sell financial products and services of JPMorgan Chase & Co.
  • Assist with client on-boarding including AML and other regulatory requirements


  • Minimum of 7+ years of related work experience in real estate lending, with specific real estate market experience and knowledge working with private sector and institutional clients in the assigned market
  • Undergraduate degree required; MBA preferred
  • Experience in underwriting and risk assessment for project financing that includes construction, acquisition and mini-perm financing
  • Financial analysis capabilities that support secured and unsecured lending decisions
  • Knowledge of commercial real estate project finance fundamentals
  • Highly motivated, independent worker within a team-oriented culture
  • Exceptional verbal and written communication skills
  • Superior analytical and quantitative skills
  • Excellent client management skills
  • Strong sales and marketing skills
  • Familiar with Argus, Microsoft Word, Excel, and PowerPoint
  • Experience in product cross selling of treasury, derivative, syndications and other standard bank products
  • Comfortable with presentations to large groups
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans