About The Position

At JPMorgan Chase, we have an obsession for helping our clients, taking care of our employees, a strong commitment to building relationships, and delivering extraordinary customer service. SBA Solutions serves the needs of businesses with annual revenue between $500,000 and $20 million. As a Small Business Administration (SBA) Solutions Director within Business Banking, you will lead a team of Specialty Finance Advisors (SFAs), in identifying, proposing, and delivering appropriate SBA Solutions and Commercial Real Estate products to customers and prospects. The Director plays a key role in the successful alignment of SFAs members to the field organization, as the Business Banking Divisional Director and Market Managers depend on the SBA Solutions Director to design and lead an effective partnership.

Requirements

  • Bachelor’s Degree in Finance or related field required
  • Minimum of 10 years of Commercial/Business Banking Management experience
  • Proven track record in successfully managing sales team goals and objectives
  • Expert knowledge of SBA, SBA SOP, CML RE, Operational Processes, and Controls
  • Robust Sales and presentation skills
  • Demonstrated track record of being an effective team player and collaborator
  • Strong communication skills with individuals at all levels, internally and externally.
  • Proven ability to build collaborative relationships and influence others to achieve desired outcomes with clients and internal partners and influence others without direct control.
  • Results-oriented, customer-focused with a bias for action and sense of urgency
  • Able to manage and lead with vision and purpose, deal with ambiguity and orchestrate change
  • Proficient at identify opportunities and issues by asking targeted questions to assess current client

Responsibilities

  • Oversee the Business Banking SBA Solutions development activities of an assigned division, which consists of a team of Specialty Finance Advisor Sr. aligned to a geographic area.
  • Serve as the primary point of contact for the Business Banking Division Director and Market Managers, representing SBA and Commercial Real Estate products to illustrate our purpose and value contribution.
  • Monitor market performance to identify trends, opportunities, and areas of focus; provide insight and expertise to build buy-in, enhance or realign approach, and keep current with the market’s economic and business climate, political and competitive landscape.
  • Develop and maintain relationships with SBA regional and district offices.
  • Develop the bank's position as a community partner within its served markets.
  • Leverage industry and business knowledge to develop Key Performance Indicators and drive towards goals for them.
  • Maintain expert knowledge of SBA standard operating procedures, Chase credit guidelines, Fair Lending, Community Reinvestment Act (CRA), and other compliance regulations.
  • Manage adherence to regulatory requirements and risk/control protocols.
  • Interpret production and performance reports to identify and respond to trends, opportunities, and issues; develop strategy and adjust capacity accordingly, using data to draw business insights and inform thought leadership.
  • Provide leadership and guidance on complex issues and develop new SBA Solutions business, while promoting client experience and working within parameters that protect the firm.
  • Coach and lead SFAs on attaining strong SBA and CML RE bookings, profitability, prospecting, banker engagement, client experience, and risk management; provide support and identify avenues to resolve issues and risks.
  • Foster a client-centric environment by building collaborative relationships at all levels within Business Banking and across lines of business.
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