Head Agency Servicing Executive Director - Commercial Real Estate jobs at Jpmorgan in United States, Dallas

As a Commercial Banker, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries (MMBSI) specializing in Innovation Economy, Startup Banking.

Job Responsibilities:

• Demonstrate the ability to build a brand within your market that represents Startup Banking as the “Leading Innovation Economy bank serving the best and most diverse clients”
• Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
• Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
• Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
• Be passionate about innovation, the early stage (pre series A) startup ecosystem and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
  

Required Qualifications, Capabilities and Skills:

• 5+ years of related experience
• Strong understanding of Commercial Banking products and services
• Excellent sales management and business development skills
• Proficiency in building and maintaining positive client relationships
• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
• Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done

Preferred Qualifications, Capabilities and Skills

• Bachelor’s degree and formal credit training preferred
• Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

As a Client Onboarding Specialist within J.P. Morgan, you will be a key player in implementing JPMorgan Payments products to enhance our clients' eCommerce business capabilities and treasury operations. Your role will be pivotal in promoting and coordinating all aspects of a positive client onboarding experience. You will utilize your expertise to guide and lead clients in adopting JPMorgan Payments technology and products across Treasury, Cash Management, Trade, and Merchant Acquiring businesses. This role requires a strong project governance discipline to execute proven client and product onboarding methodologies. You will be responsible for the post-mandate client experience, starting from solution finalization through onboarding, testing, and live production operation. You will be expected to manage multiple concurrent client implementations, prioritize tight deadlines, and lead communications with senior stakeholders while adhering to applicable legal, risk, compliance, and control frameworks.

Job Responsibilities

• Serve as the single point of contact, providing overall ownership of the client experience and satisfaction during the onboarding process.
• Manage multi-entity/jurisdiction product implementation and account opening requests, including cross-region implementation deals.
• Collaborate with clients and coverage teams to develop and execute implementation plans, establishing clear expectations and transparency of timelines using project management principles.
• Lead client-facing activities such as workshops to refine solutions, establish project plans, conduct product testing, and manage legal documentation.
• Ensure compliance with audit and controls policies and procedures, with a focus on risk management.
• Drive improvements to the global operating model with internal partners in Sales, Product, Legal, Compliance, Operations, Technology and Client Service to deliver high client satisfaction and internal efficiencies.
• Provide subject matter expertise for international regulatory requirements, products, documentation, and services.
• Support global and regional onboarding initiatives to enhance client experience and meet operational and local regulatory requirements.
• Monitor the progress of implementation requests and escalate issues as needed to ensure timely execution.

Required qualifications, capabilities, and skills

• Bachelor's degree
• Superior leadership and teamwork skills, demonstrating the ability to work independently within a matrix, cross-functional, global organization, are essential.
• Accomplished project manager operating in a client facing environment such as Consulting or Business transformation
• Strong organizational skills and attention to detail, with the ability to meet deadlines in a fast-paced environment.
• Strong and effective verbal, written, and interpersonal communication and presentation skills in both Japanese and English.

Preferred qualifications, capabilities, and skills

• Relevant industry experience in Cash Management, Transaction Banking, Corporate Finance or Non-bank Payment service providers
• Having knowledge or hands-on experience with enterprise applications such as SAP, Oracle, etc., particularly in the finance/treasury domain, would be advantageous.
• Familiarity with Payment file/data transfer technologies such as ISO format, enterprise connectivity like SFTP, API, SWIFT , would be advantageous.
• Positions held in client-facing roles and proven project management skills are preferred.

As a Real Estate Banking (REB) Client Associate in Commercial Real Estate, your primary responsibility will be to assist in relationship management and business development with the banker team (REB Client Executives). You will participate in the Banking Associate program, which is designed for progression of job functions from Associate level 1 to Associate level 3 working to develop skills over time for a successful career within the firm and ability to pursue more senior roles within Commercial Real Estate such as a Client Executive position.

Job Responsibilities

• Focus on the support and delivery of value-added solutions to clients and prospects, helping them reach their goals and maximize revenues over the life of the relationship.
• Help foster strong internal relationships, particularly with Risk, Product Specialists, Treasury Services partners, Real Estate Investment Banking and other groups as applicable to help properly identify solutions to meet the needs of clients and prospects.
• Support the REB Client Executives with financial modeling, prescreening, market sizing, client planning analysis, etc.
• Assist in managing firm-wide risks as well as adherence to policy & regulatory compliance standards, including AML/KYC, credit exposure-including daily transactional risks and reputational risks

Required qualifications, capabilities and skills

• BS/BA degree
• Experience in building and maintaining positive client relationships
• Superior Excel, Word and Power Point skills
• Excellent problem solving, as well as oral and written communication skills
• Superior analytical, quantitative, leadership, and interpersonal skills
• Keen attention to detail, as well as a proactive and creative mindset
• Proven ability to multitask and meet deadlines in a fast-paced environment

Preferred qualifications, capabilities and skills

• 2+ years of credit analyst experience in Commercial Banking or Investment Banking, focused in real estate
• Completion of a major corporate bank credit training program (or the equivalent corporate banking/corporate finance experience)

As an FX Sales Analyst, you will be responsible for maintaining and developing key client relationships, including day-to-day execution of all FX products we are responsible for distributing. You will need the ability to be fluent in the mechanics of these products to effectively navigate among a broad range of clients and provide them with idea generation and market insights. In addition, you will bring a collaborative approach working with our business partners in Trading, Research and Investment Banking, Legal, Credit and colleagues across Corporate Derivatives Marketing (CDM) including Rates, Commodities and Equity Derivatives to provide comprehensive coverage across the platform.

Job Responsibilities

· Model, structure, and market foreign exchange products to corporate clients

· Price and execute live foreign exchange spot, forward, and option trades throughout the day

· Track FX market activity and JPM Research, while being able to update clients on market developments and prepare written commentary

· Collaborate on analytical work and presentation materials for discussions with clients on currency risk management. Participate in client discussions

· Work with broader client coverage team including banking, treasury services, and credit to address client needs

· Work with trading, middle and back-office functions to support client trading activity

· Support activities of colleagues on the desk as part of a dynamic and collaborative team environment

Required qualifications, capabilities, and skills

· 1+ year of experience in FX

· Strong time management, prioritization, and multi-tasking abilities to navigate live transactions and daily tasks. Ability to work in a high volume, fast paced environment and be able to absorb information quickly and accurately with extreme attention to detail

· Ability to develop and manage client relationships

· A desire to succeed individually and be a member of a winning team. Solid team player that partners well with stakeholders across the platform including Research and Trading

· Critical thinker and driver of trade concepts and themes for clients. Clear, logical thinker with a strong qualitative skill set including effective communication and presentation. Confident presentation skills as well as strong oral and written communication skills, including the ability to translate complex financial concepts into simple language and concrete action steps

· Strong understanding of fundamental product knowledge and market structure

· Proficiency in Bloomberg, Microsoft Excel, Word and PowerPoint

Senior Credit Originations Manager - Real Estate Banking

As a Senior Credit Originator in Real Estate Banking, you will be responsible for overseeing and promoting the new loan origination process for commercial real estate clients. You will leverage your industry knowledge to offer best-in-class financial solutions across all major real estate asset types. You will work with a diverse range of clients, including developers, investors, owners, operating companies, investment funds, real estate investment trusts, and non-profit organizations. Your role will involve evaluating new loan opportunities, structuring complex loans, coordinating the credit approval process, and overseeing compliance with established underwriting standards and guidelines. This role provides an opportunity to apply your strong working knowledge of the commercial real estate industry and banking rules and regulations, and to lead a team to deliver accurate, timely results.

Job responsibilities

• Evaluating new loan opportunities and driving strategic new business opportunities; identifying strengths and weaknesses of proposed transactions
• Contributing to the development and execution of client strategies in collaboration with Client Executives
• Structuring complex loans and coordinating the credit approval process in conjunction with Client Associates, Client Executives, Credit Officers and Credit Executives
• Presenting to senior management proposed loan transactions; confidently exercise authority while clearly articulating the reasoning behind recommended credit decisions
• Reviewing Underwriting, Investment Committee Memorandums, Credit Approval Packages, and Risk Rating recommendations
• Preparing and negotiating term sheets, negotiating loan documentation
• Coordinating the real estate closing process, including reviewing the due diligence
• Overseeing compliance with established underwriting standards and guidelines, credit approval requirements, and other policies and procedures associated with new loan originations
• Assisting with training and development of junior staff members and in some cases managing staff where applicable

Required qualifications, capabilities, and skills

• Minimum 10 years of commercial banking/lending experience, including extensive credit, structuring, closing, and loan documentation experience
• Experience in Commercial Real Estate Credit is required
• Excellent communication skills, including the ability to clearly express and support opinions in a confident and diplomatic manner, listen thoughtfully to the input and critiques of managers and team members, and effectively articulate positions to senior management
• Superior interpersonal skills to interact with clients, counsel, products partners, and senior management
• Significant accounting and finance knowledge, as well as strong knowledge of real estate fundamentals and concepts.
• Strong analytical and business writing skills
• Proficient with Microsoft Word, Microsoft Excel, and Microsoft Power Point
• BA/BBA required

Preferred qualifications, capabilities, and skills

• Completion of a major corporate banking credit training program preferred
• MBA preferred
• Knowledge of JPMC or similar bank policies and procedures preferred