JPMorganChase · 6 days ago
Specialty Finance Advisor Senior
Iselin, NJ
Full-time
Onsite
Senior Level
$124K/yr - $170K/yr
7+ years expJPMorganChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals. The Specialty Finance Advisor Senior role involves providing critical SBA and Commercial Real Estate product expertise to Business Relationship Managers and consulting on financing needs to successfully close loans.
Asset ManagementBankingFinancial 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
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-13
2026-01-08
Crunchbase News
2026-01-08
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