Bulge Bracket Investment Banks

Posted 11 days ago

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**Specialty Finance Advisor Senior** (Peoria, AZ) Serve businesses with $0.5M to $20M revenue as a Senior Specialty Finance Advisor. Provide SBA and Commercial Real Estate expertise to Business Relationship Managers, assess financing needs, and structure loans. Act as primary client contact, manage pipeline, and educate internal/external partners. Requires 7+ years in commercial banking and 2+ years in SBA lending. Bachelor's degree and strong communication skills needed. Drive results, build relationships, and work collaboratively in a team environment.

Compensation: Not specified USD
City: Not specified
Country: United States

Full Job Description

Location: Peoria, AZ, United States

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
Bachelors 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

Join the team providing financial solutions to over 3 million small businesses nationwide at one of the worlds most innovative banks.

Full Job Description

Location: Peoria, AZ, United States

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
Bachelors 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

Join the team providing financial solutions to over 3 million small businesses nationwide at one of the worlds most innovative banks.

Specialty Finance Advisor Senior

Full Job Description

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Full Job Description

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