Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Alasdair Watson

Bellevue

Summary

Dynamic Commercial Term Lending Client Specialist at JP Morgan Chase with a proven track record in financial analysis and risk identification. Expert in credit metrics and client communication, facilitating over $175M in successful transactions. Adept at leveraging advanced Excel and Tableau skills to drive strategic insights and enhance client acquisition efforts.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Commercial Term Lending Client Specialist

JP Morgan Chase
Seattle
04.2022 - Current
  • Support loan origination for multifamily and commercial real estate clients, managing end-to-end financing processes.
  • Analyze client financial statements and real estate portfolios to assess creditworthiness and DSCR compliance.
  • Coordinate with internal partners, including underwriters and loan processors, to drive deal execution.
  • Reviewed title reports, appraisals, leases, and third-party documentation to identify and mitigate risk.
  • Facilitated the closing of $175M+ in refinances, purchases, and loan assumptions.
  • Serve as key liaison between clients, client managers, and underwriting to streamline communication and documentation.
  • Assist in marketing and business development efforts, providing insights into client acquisition strategy.

Business Development Intern - Research & Financial Analysis Focus

Mohr Partners
Dallas
03.2021 - 03.2022
  • Conducted financial research and market analysis to support site selection for industrial real estate clients.
  • Built a Tableau dashboard to visualize and track key financial and market indicators across regions.
  • Evaluated corporate real estate portfolios to identify cost-saving and revenue-generating opportunities.
  • Prepared reports and presentation materials used in client pitches and internal strategy discussions.
  • Interfaced with brokers and market experts to gather financial and strategic intelligence.

Supervisor, Technology Operations

University of Washington - Classroom Technology & Events
Seattle
09.2017 - 03.2020
  • Led a team of 20+ in supporting university-wide technical infrastructure; provided operational oversight and problem resolution.
  • Developed communication and leadership skills while managing service-level expectations in a high-volume environment.

President

Phi Kappa Theta - Washington Beta Delta Chapter
Seattle
01.2017 - 06.2018
  • Oversaw chapter operations and financial management; led strategy and organizational growth initiatives.

VP of External Affairs

Phi Kappa Theta - Washington Beta Delta Chapter
Seattle
09.2016 - 01.2017
  • Designed and executed philanthropic events; enhanced community engagement.

Education

Certificate - Sales Growth Strategy

Cornell University
06.2023

B.A. - Communication- Political Rhetoric, Real Estate

University of Washington
Seattle, WA
06.2020

Skills

  • Financial Statement Review
  • Market Research
  • Risk Identification
  • Credit Metrics (DSCR)
  • Excel (Advanced)
  • Tableau
  • CoStar
  • ArcGIS Pro
  • Microsoft Office Suite
  • Attention to Detail
  • Client Communication
  • Problem Solving
  • Team Leadership
  • Capital Markets
  • Real Estate Finance
  • Investment Strategy
  • Basketball
  • Travel
  • Cooking

Certification

  • Colorado Real Estate Broker License
  • ArcGIS Pro Certified

Timeline

Commercial Term Lending Client Specialist

JP Morgan Chase
04.2022 - Current

Business Development Intern - Research & Financial Analysis Focus

Mohr Partners
03.2021 - 03.2022

Supervisor, Technology Operations

University of Washington - Classroom Technology & Events
09.2017 - 03.2020

President

Phi Kappa Theta - Washington Beta Delta Chapter
01.2017 - 06.2018

VP of External Affairs

Phi Kappa Theta - Washington Beta Delta Chapter
09.2016 - 01.2017

Certificate - Sales Growth Strategy

Cornell University

B.A. - Communication- Political Rhetoric, Real Estate

University of Washington

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