Specialty Finance Advisor Senior
Company: JPMorganChase
Location: New Hyde Park
Posted on: April 1, 2026
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Job Description:
Description If you want to support initiatives and execute
ongoing processes in Specialty Finance Business Banking the
Specialty Finance Advisor Senior role is for you! In this role you
will help serve the needs of businesses with $.5million to $20
million in revenue. As a Specialty Finance Advisor in Business
Banking, you will provide critical and strategic SBA product
expertise and Commercial Real Estate product expertise to Business
Relationship Managers (BRM). The Specialty Finance Business Lending
Advisor is responsible for consulting and partnering with BRMs to
assess the SBA financing needs and Commercial Real Estate financing
needs of existing clients and prospects and identify, structure,
and close loans successfully. Job 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 Required qualifications,
capabilities, and skills 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
Keywords: JPMorganChase, Trenton , Specialty Finance Advisor Senior, Accounting, Auditing , New Hyde Park, New Jersey
