Chase · 1 month ago
Specialty Finance Advisor Senior
3424 Peachtree Rd Ne, Atlanta, GA, 30326, US
Full-time
Onsite
Senior Level
7+ years expChase is a leading financial institution, and they are seeking a Specialty Finance Advisor Senior to support initiatives in Specialty Finance Business Banking. This role involves providing strategic SBA and Commercial Real Estate product expertise to Business Relationship Managers, assessing client needs, and facilitating the loan process.
BankingFinancial Services
Responsibilities
Act in a business development capacity as the subject matter expert to identify steps/strategies necessary to develop the SBA and Commercial Real Estate portfolio including development of referral sources and joint calling with BRMs on clients and prospects; achievement of targets for assigned markets while following appropriate risk protocols and best business practices and maintaining client satisfaction
Identify client needs, develop client solutions, and partner with other product groups or lines of business when client needs dictate
Structure and price loans for clients adhering to bank policies and government regulations
Determine if client meets preliminary SBA eligibility requirements
Act as primary point of client contact during the post application submission, eligibility and post approval phase of the process which includes obtaining critical documentation
Monitor loans through the pipeline, closing and booking stage
Manage client expectations for products and overcome objections
Provide a high level of service to clients throughout the loan cycle
Educate BRMs and Chase partners on how to identify SBA and Commercial Real Estate loan opportunities by providing product information, eligibility requirements and coaching
Develop and maintain relationships with SBA District Offices and Certified Development Companies
Maintain up-to-date knowledge of Chase Credit Policy and SBA Standard Operating Procedures
Qualification
Required
Minimum of 7 years of relationship development experience in commercial/business banking
Minimum of 2 years of SBA and Commercial Real Estate lending experience
Bachelor's degree in finance, Marketing or related business field or equivalent work experience
Thorough understanding and knowledge of SBA products along with industry standards and rules/regulations
Strong communication skills with individuals at all levels, internally and externally
Proven negotiating and business credit skills
Ability to identify opportunities and issues by asking targeted questions to assess current client needs and goals
Ability to work in a team environment to achieve goals
Results-oriented, customer-focused with a bias for action and sense of urgency
Ability to build relationships with clients and internal partners and influence others without direct control
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-24
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