E-3 Visa Client Specialist Jobs
Client Specialist roles in the U.S. qualify for E-3 visa sponsorship when the position requires a relevant bachelor's degree and meets the specialty occupation standard. The E-3 has no lottery, no annual cap, and renews in two-year increments, giving Australian professionals a straightforward path to long-term U.S. client-facing careers.
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Get Access To All JobsJOB DESCRIPTION
Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer.
Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers’ businesses and deliver personalized service from start to finish.
Job responsibilities
- Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager.
- Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts.
- Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process.
- Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
- Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting.
- Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan.
- Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows.
- Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process.
- Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers.
Required qualifications, capabilities and skills:
- Minimum 2 years’ experience in mortgage lending, with inside sales/customer service background.
- Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications.
- Enthusiastic and self-motivated.
- Superior written and oral communication.
- Superior customer service skills.
- Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand.
- Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization.
Preferred qualifications, capabilities, and skills:
- College graduate preferred.
- Ability to make personal connections, engage customers, and remain courteous and professional in a team environment.
- Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately.
- Superior interpersonal communication skills, as well as strong attention to detail and time management.
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.
JOB DESCRIPTION
Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer.
Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers’ businesses and deliver personalized service from start to finish.
Job responsibilities
- Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager.
- Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts.
- Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process.
- Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
- Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting.
- Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan.
- Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows.
- Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process.
- Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers.
Required qualifications, capabilities and skills:
- Minimum 2 years’ experience in mortgage lending, with inside sales/customer service background.
- Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications.
- Enthusiastic and self-motivated.
- Superior written and oral communication.
- Superior customer service skills.
- Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand.
- Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization.
Preferred qualifications, capabilities, and skills:
- College graduate preferred.
- Ability to make personal connections, engage customers, and remain courteous and professional in a team environment.
- Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately.
- Superior interpersonal communication skills, as well as strong attention to detail and time management.
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.
See all 52+ Client Specialist jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Specialist roles.
Get Access To All JobsTips for Finding E-3 Visa Sponsorship as a Client Specialist
Frame your degree as field-specific
Client Specialist roles often draw scrutiny from USCIS because the title sounds generalist. Pair your degree with a job description that names the specific discipline it applies to, such as financial services, healthcare technology, or enterprise software.
Target employers with active LCA history
Search the DOL's Foreign Labor Application Gateway for employers who have filed Labor Condition Applications for client-facing or account management roles. Prior LCA filings signal that the employer already understands the E-3 process and won't need convincing.
Get your credential equivalency documented before applying
Australian three-year bachelor's degrees are generally accepted under E-3, but some employers request written confirmation. Obtain a credential evaluation from a NACES-accredited evaluator before your first interview so you can provide it the same day an offer lands.
Use Migrate Mate's E-3 filing service for the LCA and paperwork
Once you have an offer, your employer needs to file the LCA with DOL before anything else moves. Use Migrate Mate's E-3 filing service to handle your LCA and visa paperwork so the post-offer timeline doesn't stall while your new employer figures out the process.
Time your consulate appointment around your start date
E-3 visas are issued at Australian consulates in Sydney, Melbourne, and Perth, with appointment availability varying by location and season. Book your slot as soon as the LCA is certified so you're not delaying your start date waiting on a consulate backlog.
Client Specialist jobs are hiring across the US. Find yours.
Find Client Specialist JobsClient Specialist E-3 Visa: Frequently Asked Questions
How do I find Client Specialist jobs that offer E-3 visa sponsorship?
Search Migrate Mate to filter Client Specialist roles by employers with E-3 sponsorship history. Most general job boards don't surface sponsorship willingness, so you can spend weeks applying to employers who won't file. Migrate Mate surfaces roles where employers have already demonstrated they understand and support the E-3 process for Australian professionals.
How much does it cost to get an E-3 visa?
Migrate Mate's E-3 filing service covers the entire process for $499, including the Labor Condition Application, visa document preparation, and consulate appointment guidance. Traditional immigration lawyers charge $2,000–$5,000+ for the same work. The E-3 has less paperwork than most work visas, so paying thousands for legal help is usually unnecessary.
Does a Client Specialist role qualify as a specialty occupation for the E-3?
It can, but the job description does the heavy lifting. USCIS assesses whether the specific position requires a bachelor's degree in a directly related field. A Client Specialist role in enterprise software implementation, financial planning, or healthcare technology is far easier to qualify than a broadly defined account support role. Your employer's job posting language matters at the consulate.
How does the E-3 compare to the H-1B for Client Specialist roles?
The E-3 has no annual lottery and no cap, so your employer can file any time of year and you don't risk being unselected. H-1B registrations open once a year in March and offer roughly a 25% selection rate, meaning most applicants wait a year or more for a second chance. For Australians, the E-3 is a direct path that bypasses that uncertainty entirely.
Can I change employers while on an E-3 as a Client Specialist?
Yes, but each new employer must file a fresh LCA with DOL and you'll need a new visa stamp if your current one lists the previous employer. You can begin working for the new employer once the LCA is certified and a new E-3 visa is issued at a consulate. There's no portability rule like H-1B, so the process restarts with each employer change.
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