Senior SBA & CRE Financing Advisor

Aumni; New York (NY); Presencial; USD 90.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive total rewards package

Descripción de la vacante

Chase is seeking a Specialty Finance Advisor Senior in Business Banking to consult BRMs on SBA and Commercial Real Estate financing for existing clients and prospects. Lead with product expertise, structure loans, and ensure compliance with bank policies and regulations.

You will manage the loan process from pre-qualification to closing, building strong client relationships and delivering tailored financial solutions.

Formación

• 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.

Responsabilidades

• 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 contact during post application submission, eligibility and post approval phases, including 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 CRE 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 SOPs

Conocimientos

Relationship development

SBA & CRE lending

Communication skills

Educación

Bachelor’s degree in finance or related field

Descripción del empleo

Chase is seeking a Specialty Finance Advisor Senior in Business Banking to consult BRMs on SBA and Commercial Real Estate financing for existing clients and prospects. Lead with product expertise, structure loans, and ensure compliance with bank policies and regulations.

You will manage the loan process from pre-qualification to closing, building strong client relationships and delivering tailored financial solutions.