Finance Associate Jobs at JPMorganChase with Visa Sponsorship
Finance Associate jobs at JPMorganChase span corporate treasury, investment banking support, and financial analysis across a globally integrated firm. JPMorganChase has a well-established visa sponsorship practice for this function, making it a realistic target for international candidates with the right qualifications.
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Get Access To All JobsJob 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 $.5 million 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
About us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.
Job 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 $.5 million 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
About us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.
See all 67+ Finance Associate Jobs at JPMorganChase
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Finance Associate Jobs at JPMorganChase.
Get Access To All JobsTips for Finding Finance Associate Jobs at JPMorganChase
Align your credentials to specialty occupation standards
Finance Associate roles at JPMorganChase typically require a degree in finance, accounting, economics, or a closely related field. USCIS evaluates whether your specific degree directly supports the role, so a general business degree may not be sufficient without supplemental evidence.
Target roles within specific business lines
JPMorganChase hires Finance Associates across Corporate Finance, Commercial Banking, and Asset Management. Each line has distinct sponsorship workflows and hiring timelines, so applying to a specific division rather than broadly increases your odds of landing a sponsoring team.
Search open Finance Associate roles on Migrate Mate
Migrate Mate filters Finance Associate openings by visa type, so you can quickly identify which JPMorganChase roles are actively seeking H-1B, E-3, or other sponsored candidates rather than sorting through listings with no sponsorship information.
Understand how E-3 changes your timeline
If you hold Australian citizenship, the E-3 pathway bypasses the H-1B lottery entirely and allows JPMorganChase to file at any time of year. Your employer still needs a certified Labor Condition Application from the DOL before your consular interview.
Confirm the offer letter specifies visa support
Before signing, verify in writing that JPMorganChase's offer includes employer-sponsored visa filing. Large financial institutions often route sponsorship through a centralized immigration team, so confirming this early prevents misaligned expectations with your hiring manager.
Time your application around the H-1B cap cycle
JPMorganChase files H-1B cap petitions each April for an October start date. If you are graduating in May or June, coordinate your full-time offer timeline with your recruiter to ensure your registration window is not missed.
Frequently Asked Questions
Does JPMorganChase sponsor H-1B visas for Finance Associates?
Yes, JPMorganChase sponsors H-1B visas for Finance Associates across multiple business lines including Corporate Finance, Commercial Banking, and Asset Management. The firm routes sponsorship through a centralized immigration team, which means the process is structured but also less flexible than smaller employers. Confirming sponsorship intent during the offer stage, before signing, is the practical way to avoid surprises.
Which visa types are commonly used for Finance Associate roles at JPMorganChase?
JPMorganChase uses several visa categories for Finance Associates. The H-1B is the most common for candidates from most countries and requires clearing the annual lottery. Australian citizens can use the E-3 visa, which has no lottery and can be filed year-round. Candidates qualifying under bilateral trade agreements may also be considered for H-1B1 visa. For candidates on a path to permanent residency, EB-2 and EB-3 Green Card sponsorship is also available.
What qualifications are expected for Finance Associate roles at JPMorganChase?
Most Finance Associate roles at JPMorganChase require a bachelor's degree in finance, accounting, economics, or a related quantitative field. Many competitive candidates also hold an MBA or a professional designation such as CFA. Internship experience within financial services or a prior rotational program carries significant weight. USCIS also requires the degree to directly relate to the specialty occupation, so your field of study matters beyond just having a degree.
How do I apply for Finance Associate jobs at JPMorganChase?
Applications go through JPMorganChase's careers portal, but identifying which open roles actively support visa sponsorship can be difficult from the job listing alone. Migrate Mate surfaces Finance Associate openings at JPMorganChase filtered by visa type, so you can focus your applications on roles where sponsorship is confirmed rather than applying broadly and asking about it late in the process.
How do I plan my timeline if I need H-1B sponsorship for a JPMorganChase Finance Associate role?
The H-1B cap registration window opens in March, with selections made shortly after and petitions filed by April 1 for an October 1 start. If you are finishing a degree in May or June, you need a full-time offer confirmed by early March to be registered in that cycle. OPT allows you to start work while the petition is pending, but you must have a timely USCIS filing to bridge the gap. Missing the cycle means waiting a full year for the next one.