Lead and oversee transactions for Community Development Banking, managing client relationships, coordinating documentation, and ensuring smooth underwriting processes.
Job Description
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you.
In this role you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and manage internal and external client dialogue.
As a Transaction Manager on the Community Development Banking (CDB) team, you are responsible for leading and supervising a smooth transaction experience for the client by working directly with the CDB Banker and CDB Underwriters to ensure transactions are processed in an efficient, accurate, and timely manner.
Job responsibilities
Required qualifications, capabilities and skills:
Preferred qualifications, capabilities, and skills:
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's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you.
In this role you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and manage internal and external client dialogue.
As a Transaction Manager on the Community Development Banking (CDB) team, you are responsible for leading and supervising a smooth transaction experience for the client by working directly with the CDB Banker and CDB Underwriters to ensure transactions are processed in an efficient, accurate, and timely manner.
Job responsibilities
- Coordinate with the borrowers, underwriters, and bankers to obtain necessary due diligence required for loan file
- Assist in transition from screening to underwriting
- Maintain loan file, applicable checklists, and any documents required
- Review and analyze items received to ensure file is accurately documented
- Order and review third party reports (appraisals, environmental assessment, etc.)
- Assist underwriter by entering basic third-party report data
- Complete and/or assist Underwriters with applicable agency forms for submission.
- Assists with assembling loan package and delivering to closing.
- Perform other projects and duties assigned and deemed appropriate from the manager
Required qualifications, capabilities and skills:
- Excellent detail oriented organizational skills and communication skills
- Must be able to work well under pressure in a fast-paced environment; prioritizing work to meet deadlines.
- Ability to learn underwriting technology systems
- Must be able to work independently and as a team member.
Preferred qualifications, capabilities, and skills:
- Requires 2-4 years of experience in multifamily and multifamily affordable housing.
- Bachelor's degree preferred.
- Working knowledge of affordable housing and/or other government policies; use of subsidies and LIHTC, though not required, is a big plus
- Working knowledge of real estate documentation is a big 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's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
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