Jobs Private USA → Finance and Insurance → Banking and wealth advisory → Client Associate - Community Development Banking - Associate

Client Associate - Community Development Banking - Associate

JPMorgan Chase · San Francisco, CA · posted 40 days ago

In short: Client Associate - Community Development Banking - Associate at JPMorgan Chase in San Francisco, CA, posted 40 days ago.

By AtiveSite · Published 07/11/2026 · Updated 08/11/2026 · Every figure is linked to its source below.

JPMorgan Chaseemployer

San Francisco, CAlocation

Banking and wealth advisorysub-niche

40 days agoposted

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The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-09-29

Employer	JPMorgan Chase
Location	San Francisco, California
Field	Finance and Insurance › Banking and wealth advisory
Level	Mid Level
Source category	Unknown
Posted	2026-09-29 (40 days ago)
Work arrangement	On-site at the location listed
Pay	Not published in the source listing

Job description

Become an integral part of a team that proudly supports vibrant and diverse neighborhoods by providing loans, investments, and services for low- and moderate-income households and communities nationwide!

J.P. Morgan Chase's Community Development Banking (CDB) business is a national leader in community development finance for affordable housing and economic development projects. With our resources, CDB offers financing for projects of any size and complexity, including construction financing, bridge loans, acquisition loans, letters of credit to support bond transactions, direct bond purchases, and long-term permanent financing for Low Income Housing Tax Credit developments and workforce housing. CDB's clients include for-profit and not-for-profit developers, government entities engaged in housing and economic development, and community-based organizations.

As a Community Development Banking Associate within our Commercial Real Estate team, your initial responsibility will be to provide support and assistance in the underwriting and approval process for acquisition, construction, and/or permanent loans sourced by originations colleagues. You will report to a CDRE Banker, but will support members of the originations and risk teams.

Job Responsibilities

Gather, analyze, and maintain client, sponsor, and deal information, including system updates and record completeness.
Support pitch preparation by helping evaluate deal terms, project budgets, market context, development team, and overall economics.
Prepare LOIs/term sheets and related client documentation in partnership with the Credit Originator.
Build draft profitability models and partner with the originations team to finalize outputs.
Coordinate due diligence collection, organization, and checklist tracking across shared folders and workstreams.
Facilitate appraisals and third-party reports by managing information flow and communicating costs/timelines, and next steps.
Coordinate internal stakeholder communications (e.g., Credit, CRELA, Legal, and other partners) to support onboarding and closing readiness.
Collect and review required documentation and coordinate KYC initiation and data submissions.
Track sponsor exposure, pipeline activity, allocations, deal status updates, and production reporting inputs.
Monitor deal progress and escalate issues that may impact closing or conversion timelines.

Required Qualifications, Capabilities and Skills

Experience in community development real estate lending or investing with a focus on affordable housing.
Demonstrated underwriting expertise in Low Income Housing Tax Credits (LIHTC), subordinate/public subsidy layers, and construction/permanent financing structures.
BA/BS degree
Strong analytical and financial modeling skills; capacity to synthesize complex information and assess risk
Track record of managing multiple transactions and deadlines with disciplined project management and follow through
Ability to interact favorably in person and on the telephone with prospects, clients, consultants, government agency staff, and legal counsel
Ability to work as a member of a team and adjust priorities as necessary to achieve team, as well as individual, goals
Excellent organizational, written, and verbal communication skills
Commitment to the CRA mission and familiarity with how lending activities support community impact goals.
Strong PC skills; proficient in MS Word, Excel, PowerPoint, and Outlook

Preferred Qualifications, Capabilities and Skills

Knowledge of standard bank credit policies and loan administration procedures
Active industry engagement through conferences, associations, junior boards
Some experience closing complex, multi‑layered capital stacks with tax credits, bonds, and multiple subsidy sources.

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

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.

Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

Explore around this job

Field: Finance and Insurance Sub-niche: Banking and wealth advisory All jobs at JPMorgan Chase Jobs in California Jobs in San Francisco, CA San Francisco city guide California state guide San Francisco County economy

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About the role

This is a Mid Level role in the Finance and Insurance field (Banking and wealth advisory) at JPMorgan Chase. Mid-level roles usually expect some years of relevant experience and the ability to work with limited supervision.

We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.

Does the pay work here? (estimate)

Gross salary a year Filing State income tax rate %

Estimate for a wage earner: 2026 federal brackets and standard deduction (IRS), Social Security 6.2% up to $184,500, Medicare 1.45% (+0.9% above $200,000 single / $250,000 married), and a state rate you set; set your own state tax rate. It ignores credits, pre-tax deductions, local taxes and benefits. Sources: IRS: tax year 2026 inflation adjustments · SSA wage base per Federal Register notice 2025-19763.

How to prepare and behave

This is editorial guidance, not information from the employer.

Read the whole description and match your examples to its requirements; use the same words the posting uses where they are true for you.
Research the employer before the interview: what it does, who its customers are and recent news; prepare two or three questions about the work.
Arrive early (or log in early for a video call), dress one step above the daily dress code, and test your camera and audio beforehand.
Answer with short stories: the situation, what you did and the result. Give numbers when you have them and never invent them.
Be honest about gaps; say what you did to learn and how fast you can close them.
Ask about the team, the first 90 days, how success is measured and the schedule; do not open with salary and time off.
When pay comes up, know the market range for the occupation and your lowest acceptable offer before you answer; ask for the full package in writing.
Send a short thank-you message within a day, mentioning one thing you discussed.

Know your rights as a candidate and an employee:

The city

The job is in San Francisco, CA. Below is what the official statistics say about living and working there.

How San Francisco compares. Among the 145 largest places in California, San Francisco is #4 by population, #139 for homeownership (#1 = highest), #20 for remote work (#1 = most), #25 for college degrees (#1 = most). Its county, San Francisco County, is #3 of 58 counties for average pay ($174,103).

The place in numbers

San Francisco has 830,235 residents (ACS 2020–2024), about 2.1% of the population of California. It covers 47 square miles of land, which works out to roughly 17,784 people per square mile. The median age is 40.0, 6% older than the state median (40.0 against 37.9).

Housing

The median gross rent is $2,476 a month (rent plus utilities), 22% above the state median ($2,476 against $2,036). Over a year that is 21.1% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $1,394,500, which is 9.9 times the median household income ($140,970); a ratio above 5 usually means buying is out of reach without savings or a second income. 38.2% of households own their home, 32% below the state average (38.2% against 55.9%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.

Work and pay

The San Francisco-Oakland-Fremont, CA metropolitan area has 2,373,920 jobs in the BLS wage survey, and the median pay across all occupations is $74,260 a year, 46% above the national median ($74,260 against $50,980). The biggest occupation groups are office and administrative support (226,320 jobs, median $62,120); management (223,100 jobs, median $176,340); business and financial operations (207,030 jobs, median $112,960). The area is most specialised in computer and mathematical (1.9 times) and life, physical, and social science (1.8 times), where the share of workers is well above the national share. The best-paying groups with at least 5,000 jobs are management ($176,340) and computer and mathematical ($167,770). In 2026M09 the unemployment rate of San Francisco County was 4.0%. 69.6% of residents aged 16 and over are in the labour force. The city lies in San Francisco County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 28.6% drive alone, 18.7% use public transit, 9.3% walk, 31.0% work from home. 21.6% of workers commute 45 minutes or more, 11% above the state average (21.6% against 19.4%). Remote work is more common than in the state as a whole, which widens the set of employers a resident can work for without moving.

People and education

60.3% of adults aged 25 and over hold a bachelor's degree or higher, 63% above the state share (60.3% against 37.1%). 34.0% of residents were born outside the United States, 26% above the state share (34.0% against 27.0%). The poverty rate is 11.2%, 7% below the state rate (11.2% against 12.0%).

Climate

The warmest month is Sep, averaging 59°F (14.9°C), and the coolest is Apr at 53°F (11.6°C). About 515 mm (20 inches) of precipitation falls in a year; Dec is the wettest month (112 mm) and Jul the driest (2 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.

Nearby cities to compare

Closest cities in this guide: Daly City (31 miles, rent 3% higher); Pacifica (31 miles, rent 25% higher); San Bruno (34 miles, rent 12% higher); Millbrae (36 miles, rent 32% higher). Rent differences are against San Francisco; use the Compare tab to put any two cities side by side.

Full guide to San Francisco →California guide All jobs in San Francisco

Official links for San Francisco

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

Where to live

CITY Official statistics Source: U.S. Census Bureau, American Community Survey 2020–2024 5-year (via Census Reporter) · Data: ACS 2020–2024

Places within 50 miles (straight line) of San Francisco, CA that have a guide, with what living there costs. No pay estimate is shown because the title did not match one occupation.

Sort:

Place ⇅	Distance from the job city ⇅	Median rent ⇅	Median home value ⇅	Median household income ⇅	Commute 45+ min ⇅	Rent as % of occupation pay ⇅	Open jobs there ⇅
San Francisco, CA	0 mi	$2,476	$1,394,500	$140,970	21.6%	n/a	Jobs
Daly City, CA	31 mi	$2,551	$1,115,000	$123,547	19.6%	n/a	—
Pacifica, CA	31 mi	$3,098	$1,249,800	$160,523	15.5%	n/a	—
San Bruno, CA	34 mi	$2,773	$1,207,500	$141,272	12.2%	n/a	—
Millbrae, CA	36 mi	$3,272	$1,934,900	$163,476	21.8%	n/a	—
Brisbane, CA	36 mi	$2,574	$1,232,200	$156,169	29.8%	n/a	—
South San Francisco, CA	36 mi	$2,802	$1,188,800	$136,578	15.2%	n/a	—
Half Moon Bay, CA	37 mi	$2,433	$1,549,500	$157,884	26.7%	n/a	—
Burlingame, CA	38 mi	$2,785	$2,000,001	$174,000	23.1%	n/a	—
Richmond, CA	40 mi	$1,960	$668,200	$95,391	28.8%	n/a	—
San Mateo, CA	41 mi	$3,077	$1,618,700	$153,504	15.8%	n/a	—
Berkeley, CA	41 mi	$2,133	$1,413,900	$108,092	20.8%	n/a	Jobs
Alameda, CA	42 mi	$2,474	$1,235,700	$137,697	27.3%	n/a	Jobs
Belmont, CA	43 mi	$2,875	$2,000,001	$205,297	18.6%	n/a	Jobs
Oakland, CA	44 mi	$1,979	$929,900	$101,600	21.9%	n/a	Jobs
Foster City, CA	44 mi	$3,501	$1,838,200	$199,143	20.6%	n/a	Jobs
San Carlos, CA	45 mi	$2,854	$2,000,001	$237,470	14.9%	n/a	—
Redwood City, CA	47 mi	$2,968	$1,801,700	$157,814	10.2%	n/a	Jobs
San Leandro, CA	48 mi	$2,186	$844,200	$101,420	23.7%	n/a	—
Atherton, CA	49 mi	$3,501	$2,000,001	$250,001	7.0%	n/a	—

Career paths

We could not match this title to one occupation, so here are the other sub-niches in Finance and Insurance, where your skills may carry over:

Insurance and claims (428) Accounting, audit and tax (413) Treasury, payments and risk (653)

Distances

CITY Calculation (straight line) Source: U.S. Census Bureau Gazetteer (coordinates) · Data: 2024

How far San Francisco, CA is from the 20 largest US cities, in straight-line miles (not driving distance). Click a column to sort.

Sort:

From ⇅	Straight-line distance (miles) ⇅	Population of that city ⇅
San Francisco, CA	0 mi	830,235
San Jose, CA	73 mi	990,138
Los Angeles, CA	364 mi	3,857,263
San Diego, CA	475 mi	1,389,526
Phoenix, AZ	678 mi	1,642,323
Seattle, WA	684 mi	754,195
Denver, CO	986 mi	718,877
Oklahoma City, OK	1,420 mi	697,125
Fort Worth, TX	1,484 mi	963,194
Dallas, TX	1,515 mi	1,307,930
San Antonio, TX	1,516 mi	1,479,835
Austin, TX	1,530 mi	979,539
Houston, TX	1,673 mi	2,328,253
Chicago, IL	1,885 mi	2,711,226
Indianapolis, IN	1,979 mi	885,860
Columbus, OH	2,142 mi	914,802
Charlotte, NC	2,332 mi	903,844
Jacksonville, FL	2,403 mi	977,670
Philadelphia, PA	2,550 mi	1,579,706
New York, NY	2,602 mi	8,483,844

Nearby cities with open jobs (within 120 miles)

Sort:

City ⇅	Straight-line distance ⇅	Open jobs ⇅
Alameda, CA	42 mi	15
Belmont, CA	43 mi	2
Redwood City, CA	47 mi	27
Palo Alto, CA	54 mi	24
Sunnyvale, CA	60 mi	12
Fremont, CA	62 mi	2
Pleasanton, CA	63 mi	1
Milpitas, CA	66 mi	2
Campbell, CA	67 mi	7
San Jose, CA	73 mi	661
Capitola, CA	79 mi	1
Sacramento, CA	103 mi	38

The employer

JPMorgan Chase is the employer in this listing. See all its open jobs here →

size: Large Size; industries: Financial Services; locations on The Muse: Manhattan, NY.

It is among the 200 largest US-headquartered employers in our list, with about 318,512 employees worldwide (2026). Company page with headquarters, state economy and official links →

Official links for JPMorgan Chase & Co.

The employer's profile on The Muse →

What it is like to work at a company (culture, schedules, benefits) is not in the source data, so we do not describe it. Read the description and ask the questions under "How to prepare".

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FAQ

What is the Client Associate - Community Development Banking - Associate job at JPMorgan Chase?

A mid level role in finance and insurance (banking and wealth advisory) listed 40 days ago. The full description is on this page and on The Muse.

Where is this job?

San Francisco, CA.

How do I apply?

Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.

How much does it pay?

The listing does not publish pay, and we could not match the title to one official occupation.

What is the cost of living there?

Median rent in San Francisco is $2,476 a month and median household income $140,970 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-09-29 (40 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse banking and wealth advisory jobs in California.

Sources and terms

Job data: The Muse public API (listing dated 2026-09-29). The job disappears from this site when it disappears from the source.
Wages and projections: BLS OEWS (May 2025) and Employment Projections 2025–35.
City and county figures: Census Bureau ACS 2020–2024, BEA, BLS QCEW and LAUS, NASA POWER climatology; distances from Census Gazetteer coordinates.

AtiveSite is not affiliated with or endorsed by The Muse, the employer or any government agency, and does not process applications. Verify every detail with the employer before acting.

Sources

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