CTL Client Associate - Commercial Term Lending (Commercial Mortgage Lending Sales Team) - Commercial Bank - Pasadena, CA


: $97,236.67 - $194,360.00 /year *

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

Commercial Mortgage Lending provides real estate owners and investors of stabilized commercial properties with straightforward, competitively priced term financing solutions. Our loan programs can help you close the deal on time with confidence and put your business plan on the path to success.
Term financing from $1 million to $25 million+
Industrial, retail, office and mixed-use properties
Fixed- and adjustable-rate loan programs
Flexible prepayment options
Competitive rates and low fees
Early rate lock options
Personalized service from start to finish
Local team of industry expertsThe Client Associate is an important member of the sales team, working with assigned Client Managers in originating commercial real estate loans.

Key Responsibilities:
Strong business development achieved through proactive calling of prospects and existing clients
Integral part of creating marketing strategy and responsible for implementing marketing plan which includes direct mailings, thought leadership digital mailings, proprietary client events
Interact with clients by seeking to understand their individual business needs and offering creative ways for them to successfully maintain and grow their real estate portfolio
Analyze commercial real estate cash flow and valuation
Model various financial assumptions to select the best mortgage product for the client
Set expectations with the client and review process and timeline from pre-approval through the funding of the loan
Drive loan package through process by assessing status and leverage internal business partnersMinimum of 2 years of professional experience within a commercial real estate firm or other area of financial services (Investment Management, Commercial Banking, Business Banking or Insurance)
A four-year college degree with a major in a related field (Business Administration, Real Estate, Finance and/or Marketing - preferred) or commensurate experience in the financial services industry
Strong desire to be contributing member on a sales team
Experience cold calling preferred
Strong understanding of financial concepts required, including being highly proficient in all Microsoft Office applications (Word, Excel, PowerPoint and Outlook) with strong analytical skills
Excellent time management, verbal communication and presentation skills
Enthusiastic, self-motivated, ambitious, team player
Professional, thorough, organized and detail oriented; able to follow standard operating policies and procedures
Familiarity with CoStar preferred
Able to identify new sources of business by researching industry and related events, publications, and announcements
Associated topics: banker, collection analyst, commercial loan, counselor, mortgage loan, mortgage loan officer, officer, personal banker, personal banker i, personal banker iii * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

Launch your career - Create your profile now!

Create your Profile

Loading some great jobs for you...