JPMorgan Chase
Specialty Finance Advisor Senior
Atlanta, GA · Senior · Full-time · Posted Dec 22, 2025
- Experience
- Minimum 7 years of relationship development experience in commercial/business banking and minimum 2 years of SBA and Commercial Real Estate lending experience.
- Education
- Bachelor’s degree in finance, Marketing or related business field or equivalent work experience.
About the job
Provides SBA and Commercial Real Estate lending expertise to Business Relationship Managers and business clients, developing, structuring, and closing loans for businesses with $0.5 million to $20 million in revenue.
What you'll do
- Develop SBA and Commercial Real Estate portfolios through referrals, joint client calls, and achievement of market targets while following risk protocols.
- Assess client financing needs, structure and price loans, evaluate preliminary SBA eligibility, and manage applications through closing and booking.
- Coach BRMs and Chase partners on lending opportunities and maintain relationships with SBA District Offices and Certified Development Companies.
What they ask for
- At least 7 years of relationship development experience in commercial/business banking.
- At least 2 years of SBA and Commercial Real Estate lending experience.
- Thorough understanding of SBA products, industry standards, and applicable rules and regulations.
- Proven negotiating and business credit skills.
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