Senior SBA & CRE Finance Advisor
JPMorganChase
JPMorganChase is seeking a Specialty Finance Advisor Senior in Peoria, Arizona, to support the Specialty Finance Business Banking initiatives. This role involves consulting with Business Relationship Managers and delivering strategic SBA and Commercial Real Estate expertise to help clients with financing needs. The ideal candidate will have a deep understanding of SBA products, strong negotiation skills, and a commitment to client satisfaction. A competitive salary and benefits package will be offered, emphasizing the importance of diversity and inclusion in the workplace. #J-18808-Ljbffr JPMorganChase
- ...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... ...Banking, you will provide critical and strategic SBA product expertise and Commercial Real Estate...SeniorWork experience placement
- A financial services company in Phoenix, Arizona is looking for a Senior Underwriter for SBA 7A and 504 Business Lending. The role involves complex credit analysis and loan underwriting for various government-guaranteed loan programs. Candidates must have a minimum of...Senior
- Columbia Bank is seeking a Loan Support Specialist III to service consumer, small business, SBA, and commercial loans. The ideal candidate will have 4-7 years of experience in loan servicing and strong analytical and communication skills. This role requires excellent multi...Senior
$90k
Below are several senior‑level positions across multiple industries, each offering unique opportunities for career growth and impact... ...and require a minimum of 10 years of experience. Specialty Finance Advisor - Senior Job Type: Full‑time Supports initiatives and...SeniorFull timeRemote work- ...candidate will have a Bachelor's degree, 7+ years of experience in Commercial Real Estate lending, and demonstrate expert knowledge of CRE credit. UMB offers competitive benefits including a 401(k) matching program, PTO, and comprehensive health insurance plans. #J-18808-...Senior
- ...manage relationships with small and mid-sized business clients to originate SBA and conventional loans. This role requires strong commercial lending expertise and a focus on developing trusted advisor relationships. The ideal candidate will have over 5 years of experience...Senior
$148.83k - $183.85k
Job Title: Senior Trade Finance Advisor Location: San Jose What you'll do Advise corporate and commercial clients on trade finance solutions, including import/export commercial letters of credit (LCs), standby letters of credit (SBLCs) for performance and financial obligations...Senior- Overview This position manages a team responsible for overseeing the closing of all Small Business Administration ("SBA") (7(a) and 504) and United States Department of Agriculture (USDA) loans. Reviews required documentation to identify and resolve potential problems in...SeniorRemote work
- Responsibilities Build, maintain, and deepen relationships with clients by understanding their financial goals, priorities, and overall financial situation. Identify client needs and collaborate with internal partners to develop and deliver appropriate investment and planning...Senior
- ...Senior Financial Associate As a Senior Financial Associate, you will be a key member of a large producing team and will be actively involved in growing and cultivating the FA Team's business. You will have the ability to function independently on behalf of the FA Team...SeniorWork at officeFlexible hours
- Sands Investment Group is seeking a high-performing Senior Commercial Real Estate Advisor to join our team. Whether you have a few years of experience, or a track record of 8 figure deal volume, we offer the tools, deal flow, and support to help you scale a multimillion...Senior
- City National Bank is hiring an experienced Commercial Real Estate Review Appraiser in Phoenix to manage the full valuation workflow from procurement to review completion. You will coordinate with third-party vendors, assess reports for compliance with FIRREA, USPAP, and...Senior
- ...contribution matters and where you can help build a better world of work; think of Gallagher. How you'll make an impact The Financial Advisor position is accountable for building and maintaining wealth management relationships with existing benefit and retirement plan...SeniorFull timeLive outWork at officeLocal areaFlexible hours
$48k - $100k
A leading financial institution is seeking an Experienced Financial Advisor in Phoenix, Arizona, to deliver comprehensive wealth management services. The role requires at least 5+ years of experience with a portable practice of minimum $1MM in production. Responsibilities...Senior- Northern Trust seeks a qualified candidate for a role focused on managing complex wealth management client relationships in Phoenix, Arizona. The position involves developing marketing strategies and negotiating loan agreements while providing expert consulting. Candidates...Senior
- Northern Trust Corp. is seeking an experienced investment professional to manage investment activities for a spectrum of fee-revenue producing accounts, including personal trusts and client portfolios. The role requires developing investment objectives and planning strategies...Senior
- BridgePort is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, planning, and long-term relationship management. This role acts as a trusted advisor, supports growth through client acquisition, and mentors...Senior
- A leading financial services firm in Phoenix is seeking an experienced Financial Advisor to build and maintain wealth management relationships. The ideal candidate will cultivate client relationships, prospect for new business, and provide advisory services to meet clients...Senior
- A financial services company in Phoenix seeks a Financial Advisor to enhance relationships and develop new business opportunities. The role involves managing a portfolio of high-net-worth clients, offering tailored financial solutions, and utilizing CRM software to maintain...Senior
- BridgePort is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. This role manages client portfolios, supports long-term planning strategies, and helps grow client relationships through...Senior
$121.27k - $170k
REDW Advisors & CPAs is seeking a Senior Wealth Advisor for an on-site position in Phoenix, Arizona. The candidate will build and manage client relationships, lead client meetings, and support financial planning and portfolio management. Qualified candidates should have...SeniorFlexible hours- Role, Inc. is looking for a Sr. Associate, Brokerage in Phoenix, AZ. This role involves new business development and maintaining relationships with clients in a fast-paced team environment. The ideal candidate has 2-5 years of experience in commercial real estate brokerage...SeniorWork at office
- A leading IT service provider in Phoenix is seeking an Oracle Financial Services Analytical Application (OFSAA) Consultant to provide deep consulting experience to Financial Services customers. This role involves guiding clients in their digital transformations, managing...Senior
$100k - $170k
A leading global consulting firm is seeking a Digital Finance Transformation - Data Scientist for their Arizona location. This role involves modernizing data environments and automating processes within private equity portfolio companies. The ideal candidate will have 4...Senior- WealthBridge Financial Group is expanding in Phoenix, Arizona, seeking experienced financial professionals ready to break free from traditional limitations. This role is perfect for those with 2-10 years of financial industry experience who want to leverage their client...Senior
- Dine Development Corporation is seeking a Senior Application Functional Specialist to provide functional and technical support for SBA's Oracle Federal Financials environment. The role requires over 10 years of federal financial experience, focusing on configuration and...SeniorRemote job
- Jones Lang LaSalle Incorporated (JLL) is seeking a Senior Associate, Brokerage to join our Phoenix office. In this team-based role, you will execute new business development, manage client relationships, and support transactions from initial outreach through closing, leveraging...SeniorWork at officeLocal area
- Greenberg Traurig, LLP seeks a senior Associate for its Financial Regulatory & Compliance Practice in one of our offices including Phoenix. The role requires substantial regulatory expertise, a strong writing and research background, and a proven ability to handle complex...Senior
- U.S. Bank in Phoenix, Arizona is looking for a customer-focused banking professional to strengthen client relationships and educate them on banking products. The ideal candidate has extensive retail banking experience and is skilled in using digital technologies to enhance...Senior
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Phoenix, Arizona. This role is focused on managing complex client relationships and delivering holistic financial planning aligned to Schwab’s investment approach. You will collaborate with an advisory team to help...SeniorWork at office
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