Commercial Real Estate Client Specialist at JPMorgan Chase Bank, N.A.

Posted in General Business 4 days ago.

Type: Full-Time
Location: Irvine, California

Job Description:

As a Client Specialist you will be responsible for guiding the customer throughout the loan process, which may include requesting any additional documentation, following up on the conditions needed, and answering any customer questions along the way. The Client Specialist is responsible for effectively communicating the terms and conditions of the loan approval, which may include, but is not limited, to the loan program, terms, conditions and fees.

In this role you will carry a pipeline of conventional/refinance and purchase loans beginning with the initial application trigger event through until through funding. You will contact the customer during the application stage, after the loan has been conditionally approved, upon final approval, and with follow up calls in between. The discussions may involve, but are not limited, to the discussion of structure of the conditional approval, the review and request for outstanding conditions or documentation, as well as discussing next steps in the process.

Client Specialists Responsibilities

  • Own the customer experience for Chase-to-Chase refinances and outside lender refinances
  • Establish yourself as the trusted and strategic team member to drive continued value for the customer
  • Educate and nurture customers through proactive outreach, including delivery of follow- up's and status updates during the loan process
  • Focus on day-to-day production
  • Learn industry best practices, and identify how the solution can be leveraged to implement these practices to drive successful customer results
  • Work with customers to identify success stories and areas of opportunity to promote process improvement across the industry
  • Act as an escalation point and expedite resolution for our customers and internal business partners
  • Provide exceptional service to customers, as well as to our internal and external partners
  • Work in collaboration with Appraisal, ERM, Underwriting, Support, Operations and all internal/external business partners to ensure the delivery of a seamless customer experience
  • Act as the champion for the customer; be a true advocate for the customer and work cross-departmentally with internal groups at all levels and resolve customer issues
  • Understand Chase strategy, communicating valued outcomes to team members and partners
  • Own the customer experience for purchase customers and ensure we meet 100% of contract closing dates
  • Be a subject matter expert with a proven ability to handle mortgage transactions of all multi-family property types
  • Take ownership of support functions within the process in an effort to move loans forward. These functions include, but are not limited to: payoff processing, insurance/HOI, Flood, and title review
  • Establish yourself as the trusted and strategic team member to drive continued value for the customer


  • Customer focused mentality
  • Strong desire to learn and become better educated in the mortgage industry
  • Proven ability to work effectively in a fast-paced environment
  • Demonstrated ability to work independently and as a member of a high performing team
  • Proven track record of delivering exceptional customer service
  • Able to collaborate in a team environment and with internal business partners
  • Ability to think strategically, understand the business objectives, and translate them into actionable items
  • Possess skills in conflict resolution, change management, influencing, leadership, and coaching
  • Advanced communication, problem solving, analytical, computer, and research skills
  • High school diploma or equivalent is required, bachelor's degree preferred
  • 1-3 years of mortgage experience required
  • 2 years of experience in relevant Customer Service environment required


JPMorgan Chase & Co., 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 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

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