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Specialty Finance Manager

Req #: 180010645
Location: New York, NY, US
Job Category: Relationship Management/Sales
Job Description:

Position Summary/Purpose of Role

Specialty Finance Business Banking serves the needs of businesses with $.5 million to $20 million in revenue.  The Specialty Finance Manager will lead a team of Specialty Finance Consultants Srs (SFC Sr) in developing new SBA business through internal partnership with the Business Relationship Management team, developing external relationships and maintaining key Regional and District SBA contacts. The Specialty Finance Manager is responsible for managing the SFC Srs in assessing the SBA financing needs of existing clients and prospects and identifying, structuring, and closing the SBA loans successfully.


Principal Duties and Responsibilities (in order of importance)

  • Lead the SFC Srs who act in a relationship  development capacity as the subject matter expert to identify steps/strategies necessary to develop the SBA portfolio while assessing risk vs. return
  • Provide leadership and support to a team of SFC Srs providing direction, advice, counsel and support to ensure the best client experience, sound risk management, and continued business retention and growth.
  • Manage performance of SFC Srs by holding them accountable for achieving results in the areas of  relationship development, client experience, risk management and SBA processing ensuring adherence to appropriate protocols and best business practices
  • Enhance external visibility of Chase’s SBA initiatives with SBA District Offices and Certified Development Companies, and develop bank's position as a community partner within its served markets 
  • Monitor practice of competitors to identify trends and opportunities and keep current with Region’s economic and business climate 
  • Provide coaching to team on non-routine business issues, e.g. product pricing, deal structuring and sponsorship, center of influence and SBA relationships, and management issues
  • Build relationships at all levels within the business and across other businesses; promote partnership and teamwork within the Regions and across other functions to ensure a seamless experience for the client; and effectively manage conflicting interest, keeping client and business needs foremost
  • Actively recruits, selects and hires top quality talent to ensure pipeline of diverse viable candidates

Knowledge, Skills and Experience

  • 7+ years of relationship  development experience in commercial/business banking
  • 4+ years of SBA lending experience is preferred
  • Previous management experience within a relationship development environment is preferred
  • Bachelors Degree in Finance, Marketing or related business field or equivalent work experience
  • Proven track record in successfully achieving objectives
  • Thorough knowledge of SBA, SBA Standard Operating Procedures, Operational Processes, and Control
  • Reputation in market for strong relationships at all levels of the SBA and Certified Development Companies
  • Strong communication skills with individuals at all levels, internally and externally
  • Results-oriented, customer-focused with a bias for action and sense of urgency
  • Ability to use reports, metrics and other data to identify trends, issues and opportunities; identifies solutions and removes roadblocks for the team; knows and utilizes available resources to resolve issues when appropriate
  • Ability to consider and balance client needs and objectives with respect to associated challenges and risks
  • Ability to determine priorities on a daily basis and maintain a balanced work approach to achieve business objectives
  • Understanding of general and sound business practices, financial and economic concepts, and how business needs vary by industry/market
  • Proven negotiating and business credit skills
  • Travel requirement; approximately 50%

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