Strategic SBA & CRE Finance Advisor

Testing Site - JPMC; Atlanta (GA); Presencial; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

Testing Site - JPMC is seeking a Senior Specialty Finance Advisor in Atlanta to support SBA and Commercial Real Estate lending for Business Banking clients. You will work with BRMs to assess financing needs, structure loans, and close deals while ensuring compliance and risk management.

The role emphasizes strategic product knowledge, client relationship development, and collaboration with internal partners to deliver tailored financing solutions across a growing loan portfolio.

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
• 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

Responsabilidades

• Act as subject matter expert to identify steps/strategies to develop SBA and CRE portfolio; build referral sources and co-call with BRMs on clients to meet targets while managing risk
• Identify client needs, develop client solutions, and partner with other product groups when needed
• Structure and price SBA/CRE loans in line with bank policies and regulations
• Determine preliminary SBA eligibility of clients
• Serve as main contact during post-application, eligibility and post-approval phases and gather required documents
• Monitor loan pipeline, closing and booking stages
• Manage client expectations and address objections while delivering high service quality
• Educate BRMs and Chase partners on SBA and CRE loan opportunities, eligibility, and requirements
• 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

Descripción del empleo

Testing Site - JPMC is seeking a Senior Specialty Finance Advisor in Atlanta to support SBA and Commercial Real Estate lending for Business Banking clients. You will work with BRMs to assess financing needs, structure loans, and close deals while ensuring compliance and risk management.

The role emphasizes strategic product knowledge, client relationship development, and collaboration with internal partners to deliver tailored financing solutions across a growing loan portfolio.