82 Commercial Real Estate Onboarding Associate jobs in Charlotte

Embark on a rewarding journey as a Client Onboarding Associate at JPMorganChase, where you'll lead the charge in delivering exceptional treasury and banking product implementations. Utilize your project management skills to create seamless onboarding experiences, build strong client relationships, and drive satisfaction from the very first interaction. Join a diverse and innovative team, and unlock endless opportunities for personal and professional growth in a dynamic global environment.

As an Onboarding Associate within JPMorganChase, you will play a pivotal role in leading and executing strategic initiatives that support our business. Your expertise in client onboarding project management will be crucial in guiding new and existing clients through the transition to the Chase banking platform. You will leverage your broad understanding of this professional field to analyze and solve problems, make informed decisions, and ensure compliance with our policies. Your ability to influence and persuade others, coupled with your emotional intelligence, will be key in managing conflicts and fostering collaboration. You will also be expected to continually challenge and improve our operating platform, demonstrating your commitment to continuous improvement. Your role will have a significant impact on our department, and your decisions will shape our short-term outcomes.

Job responsibilities

• Lead the execution of strategic initiatives in client onboarding, ensuring a smooth transition for new and existing clients to the Chase banking platform.
• Utilize broad knowledge in client onboarding program management to analyze and resolve complex issues, ensuring compliance with technical standards and policies.
• Leverage emotional intelligence and influence to manage conflicts, foster collaboration, and develop trust within the team and with clients.
• Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience.
• Plan and organize the day-to-day work of the team, ensuring progress within established professional procedures and organization policy.

Required qualifications, capabilities, and skills

• Demonstrated ability to manage and execute strategic initiatives effectively in a professional setting, with skills equivalent to at least 1 year of experience.
• Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms.
• Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration in a professional setting.
• Experience in driving continuous improvement in operating platforms, using innovation and design thinking techniques.
• Proficiency in data and tech literacy, with a willingness to understand and implement new/emerging technologies that impact business.

Preferred qualifications, capabilities, and skills

• Skilled in delivering clear presentations to effectively communicate onboarding procedures and updates to clients and stakeholders.
• Proficient in managing projects to ensure timely and successful client onboarding while maintaining anti-fraud awareness.
• Adept at fostering digital literacy within the team to enhance technology use in the onboarding process.
• Experienced in implementing cybersecurity measures to protect client data during onboarding.

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

**Duration: 12 Months (Hybrid)**
**About the Role:**
+ The Real Estate Operations team support commercial real estate investment activities across the platform.
+ The preferred candidate will have knowledge of commercial real estate process and operations.
**Key Responsibilities:**
+ Support property and asset management operations among all sectors within Client's Real Estate Americas.
+ Collaborate within the team to on and offboard investments.
+ Work with the team to create an organized document repository system.
+ Assist with updates to client's real estate policies and procedures.
+ Monitor requirements for key risk areas are completed fully and on time.
+ Assist with contact management and communication protocols with third party property management firms.
+ Collaborate cross functionally with Asset Management, Accounting, Legal and various shared service groups within the client.
+ Identifies increased efficiencies and organization within real estate processes.
+ Liaison between marketing and to ensure communication strategy is effectively executed.
**Required Qualifications:**
+ Strong understanding of commercial real estate operations, processes, and investment lifecycle.
+ Familiarity with property and asset management in real estate.
+ Experience onboarding/offboarding real estate investments.
+ Skilled in process documentation, including creating and maintaining policies and procedures.
+ Familiarity with structured document repository/ document management systems (e.g., SharePoint, Box, or similar).
**Education:**
+ BA/BS degree or equivalent practical experience.
**About US Tech Solutions:**
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Our client, a prominent real estate investment firm, is seeking a highly analytical and detail-oriented Commercial Real Estate Analyst to join their expanding team in Charlotte, North Carolina, US . This role is critical in supporting the firm's investment activities across various commercial property types, including office, retail, industrial, and multifamily. You will be involved in sourcing, underwriting, and monitoring real estate investments, performing comprehensive market research, and developing detailed financial models. Key responsibilities include evaluating investment opportunities, conducting due diligence, analyzing property-level and market-level data, and preparing investment committee memorandums. You will also be responsible for tracking portfolio performance, monitoring economic and real estate market trends, and assisting with asset management functions. The ideal candidate will possess a Bachelor's degree in Finance, Economics, Real Estate, or a related field. A Master's degree or relevant professional designation (e.g., CFA, CCIM) is a plus. A minimum of 3 years of experience in commercial real estate analysis, investment banking, corporate finance, or a related quantitative field is required. Strong financial modeling skills, proficiency in Excel, and experience with real estate databases (e.g., CoStar, REIS) are essential. Excellent analytical, quantitative, and problem-solving abilities are critical. Superior written and verbal communication skills, with the ability to present complex information clearly and concisely, are necessary. You should have a thorough understanding of real estate valuation methodologies and capital markets. This position offers an excellent opportunity to gain exposure to a wide range of real estate transactions and to contribute to the success of a dynamic investment team. The ability to manage multiple projects simultaneously and meet tight deadlines is important.

Our client is seeking a driven and experienced Commercial Real Estate Broker to join their prestigious firm in **Charlotte, North Carolina, US**. This role is responsible for generating new business, managing client relationships, and closing commercial real estate transactions. You will identify potential clients, understand their real estate needs, and present tailored solutions for leasing, purchasing, or selling commercial properties. This involves in-depth market analysis, property valuations, and preparing comprehensive proposals and marketing materials. The ideal candidate will possess a valid real estate license and a proven track record of success in commercial real estate sales or leasing. Excellent negotiation, communication, and interpersonal skills are paramount. A strong understanding of commercial property types, zoning laws, and market trends in the **Charlotte, North Carolina, US** area is essential. You will be responsible for cultivating and maintaining a robust network of clients, investors, and industry contacts. This position offers a competitive base salary plus commission structure, providing significant earning potential for high performers. Responsibilities include managing the entire transaction process from initial contact to closing, ensuring client satisfaction throughout. The ability to work independently, manage your time effectively, and maintain a high level of productivity is critical. This is an outstanding opportunity to advance your career in a dynamic and rewarding industry, contributing to significant real estate developments.

We are seeking ambitious and highly motivated Commercial Real Estate Brokers to join our top-performing team in **Charlotte, North Carolina, US**. This commission-based role offers an unparalleled opportunity to build a successful career in one of the nation's most dynamic real estate markets. You will be responsible for representing clients in the buying, selling, and leasing of commercial properties, including office buildings, retail spaces, industrial facilities, and land. Your primary objective will be to provide expert advisory services, conduct thorough market analysis, and identify profitable investment opportunities for your clients. The ideal candidate will possess a strong understanding of commercial real estate principles, market trends, and valuation methods. Responsibilities include identifying potential clients, building and nurturing client relationships, and managing a portfolio of properties. You will conduct property tours, prepare comparative market analyses (CMAs), and negotiate lease and purchase agreements on behalf of your clients. This role requires extensive networking, marketing, and business development skills to generate new leads and close deals. You will stay abreast of local zoning laws, regulations, and economic development initiatives that impact the commercial real estate landscape. Success in this role relies on your ability to provide exceptional client service, demonstrate integrity, and achieve ambitious sales targets. A valid North Carolina Real Estate Broker license is required. Proven experience in commercial real estate sales or leasing is highly desirable. Strong negotiation, communication, and analytical skills are essential. A Bachelor's degree in Business, Finance, Real Estate, or a related field is preferred. The ability to work independently, manage your time effectively, and maintain a high level of motivation is critical.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
The U.S. Bank Law Division is seeking an experienced commercial real estate finance attorney to provide legal support for our Commercial Real Estate (CRE) business. CRE provides acquisition financing, construction, bridge and term loans, subscription facilities and other corporate facilities and products to clients that include commercial real estate developers, owners, operators, investors and lenders.
The successful candidate will be a trusted advisor who collaborates closely with the various business lines within CRE, and other internal partners. In addition, this attorney will join a broader team of dynamic, diverse, and collaborative legal professionals supporting all of U.S. Bank's commercial lending activities. This is a rare opportunity to work with an extraordinary group of legal and business professionals in an innovative and fast-paced environment.
**Primary Responsibilities**
- Provide legal support to the relationship management, portfolio management, and loan administration teams for all business lines within CRE.
- Draft and maintain form loan documents for outside counsel use, including bilateral and syndicated forms.
- Develop templates and procedures for internal use related to structuring, due diligence, documenting and administering CRE transactions.
- Engage with and manage outside legal counsel, to create collaborative relationships and help ensure effective and efficient legal representation.
- Assist in enhancing the legal infrastructure of CRE, driving consistency across CRE business lines, and establishing operational guidance and process improvements.
- Collaborate with other members of the U.S. Bank Law Division and business teams in Wealth Corporate, Commercial and Institutional Banking and across the enterprise.
**Location Expectations**
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
**Basic Qualifications**
- Licensed by and in good standing with the appropriate state bar association or other appropriate state attorney licensing authority
**Preferred Skills/Experience**
- Five or more years' experience practicing law in a law firm, in-house legal department, or (preferably) a combination of both:
+ - Law firm experience leading complex real estate transactions, including construction and syndicated loans, as outside counsel for a regulated financial institution.
+ - In-house experience supporting commercial real estate lending businesses at a regulated financial institution.
- Robust technical knowledge of commercial real estate lending issues including title insurance and survey, leasing, zoning, environmental, insurance, construction disbursement, recourse and non-recourse structures, syndication and market standards.
- Strong drafting, negotiating, issue-spotting and risk identification skills.
- Strong legal and business judgment and ability to work independently.
- Demonstrated ability to anticipate the needs of the business, and balance competing interests to offer solutions and effectively deliver results.
- Exceptional advocacy and oral and written communication skills, with both legal and business audiences of all levels and backgrounds.
- Demonstrated ability to work independently in a fast-paced environment and simultaneously manage a wide range of transactions and projects.
- Demonstrated ability to develop trusting relationships with internal clients, outside counsel, and other internal stakeholders such as credit, operations, compliance, and risk functions and to resolve issues across organizational borders.
- Experience with HVCRE, flood, FIRREA, interest rate hedging and other regulations impacting real estate finance.
- Experience with lending to REITS, REIFS, agency warehouse lending or subscription lines.
- Experience with business line and outside counsel training.
- Demonstrated commitment to service of the community and profession (e.g. mentorship, pro bono, participation in professional organizations).
We are proud that U.S. Bank has been recognized as a World's Most Ethical Company® by the Ethisphere Institute and has been named the #1 Most Admired Superregional Bank by Fortune magazine.
Successful candidates for a position in the U.S. Bank Law Division support U.S. Bank's core values, which guide what we do every day:
- We do the right thing.
- We power potential.
- We stay a step ahead.
- We draw strength from diversity.
- We put people first.
In the U.S. Bank Law Division, we honor those values through our mission: "we guide our clients to remarkable results with expert legal counsel and ethical leadership." Our commitment is evident in the work we do, not only for the Bank, but for our communities. The Law Division has received several awards for its pro bono contributions, including the Minnesota Corporate Pro Bono Council's "Excellence in Pro Bono Award," and we encourage our legal professionals to contribute time and expertise to pro bono work as part of their role. In addition, the Law Division has been recognized for its leadership and engagement in Diversity, Equity, and Inclusion initiatives.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $133,365.00 - $156,900.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**

Our client, a prominent and rapidly expanding real estate firm, is seeking a highly motivated and experienced Senior Commercial Real Estate Broker to join their dynamic team in **Charlotte, North Carolina**. This pivotal role will be instrumental in driving sales growth, expanding market share, and cultivating strong client relationships within the commercial real estate sector. The ideal candidate will possess a deep understanding of the local market dynamics, exceptional negotiation skills, and a proven track record of successfully closing complex real estate transactions. Key Responsibilities:

• Identify and pursue new business opportunities, including property sourcing, client acquisition, and deal negotiation.
• Develop and maintain strong relationships with property owners, investors, tenants, and other industry stakeholders.
• Conduct thorough market research and analysis to identify trends, opportunities, and potential risks.
• Prepare and deliver compelling presentations and proposals to prospective clients.
• Manage the entire sales cycle from initial contact to closing, ensuring a smooth and efficient process.
• Collaborate with internal teams, including legal, finance, and marketing, to facilitate transaction closings.
• Stay abreast of market conditions, economic trends, and regulatory changes affecting the commercial real estate industry.
• Mentor and guide junior brokers, fostering a culture of collaboration and continuous improvement.

Qualifications:

• A valid North Carolina real estate broker license is mandatory.
• Bachelor's degree in Business Administration, Finance, Real Estate, or a related field. A Master's degree is a plus.
• Minimum of 5-7 years of progressive experience in commercial real estate brokerage, with a demonstrable history of exceeding sales targets.
• In-depth knowledge of the Charlotte commercial real estate market, including property types, zoning regulations, and valuation methods.
• Exceptional negotiation, communication, and interpersonal skills.
• Proficiency in real estate CRM software and financial modeling tools.
• Ability to work independently and as part of a team in a fast-paced environment.
• Strong analytical and problem-solving abilities.

This is an excellent opportunity for a seasoned real estate professional to make a significant impact and advance their career within a reputable organization. Join us in building the future of commercial real estate in **Charlotte, North Carolina**.

Our client, a leading commercial real estate investment firm, is actively seeking a sharp and analytical Commercial Real Estate Investment Analyst to join their dynamic team in Charlotte, North Carolina, US . This is an exceptional opportunity for a driven individual to contribute to high-value investment decisions and gain exposure to a wide range of property types and markets. The successful candidate will be responsible for conducting in-depth market research, financial modeling, and due diligence on potential acquisitions and developments. Your responsibilities will include preparing detailed investment memoranda, financial projections (DCF, IRR, NPV), and sensitivity analyses to support deal underwriting. You will also monitor existing portfolio performance, track market trends, and provide recommendations for asset management strategies. Collaboration with senior management, brokers, and legal counsel will be a key aspect of this role. A Bachelor's degree in Finance, Real Estate, Economics, or a related quantitative field is required, with a Master's degree or CFA designation being a strong plus. Minimum of 2-3 years of experience in real estate finance, investment banking, or a similar analytical role is preferred. Advanced proficiency in Excel (including VBA), Argus Enterprise, and presentation software (PowerPoint) is mandatory. Strong understanding of real estate principles, valuation methodologies, and capital markets is essential. The ability to analyze complex data sets, communicate findings clearly and concisely, both verbally and in writing, and work effectively in a fast-paced, team-oriented environment is crucial. This role offers significant opportunities for professional growth and development within a reputable organization.

Our client, a leading commercial real estate brokerage firm, is seeking a highly motivated and successful Senior Commercial Real Estate Broker to join our dynamic team in Charlotte, North Carolina, US . This role is responsible for managing and executing high-value commercial real estate transactions, including sales and leasing of office, retail, and industrial properties. You will be expected to build and maintain strong client relationships, identify new business opportunities, and lead negotiations to achieve optimal outcomes. Key responsibilities include sourcing and qualifying commercial property listings, developing comprehensive marketing strategies for properties, conducting property valuations and market analyses, advising clients on investment strategies and property acquisitions/dispositions, negotiating lease and purchase agreements, managing the due diligence process, building and nurturing a robust network of clients and industry contacts, staying current with market trends and local economic conditions, and collaborating with internal teams to provide exceptional client service. The ideal candidate will possess a Bachelor's degree in Real Estate, Business Administration, Finance, or a related field, along with a valid North Carolina real estate broker license. A minimum of 5 years of experience in commercial real estate brokerage, with a proven track record of closing significant deals, is required. Deep understanding of the local commercial real estate market, strong financial acumen, and excellent negotiation and sales skills are essential. Proficiency with real estate CRM software and market analysis tools is highly desirable. Exceptional communication, presentation, and interpersonal skills are critical for success in this client-facing role. This is an outstanding opportunity to advance your career in a thriving market.