Finance Specialist Jobs at JPMorganChase with Visa Sponsorship
Finance Specialist jobs at JPMorganChase span financial analysis, reporting, and controls across one of the most complex financial institutions in the world. JPMorganChase has a well-established sponsorship infrastructure that supports international candidates in finance functions, making it a realistic target for visa-dependent job seekers.
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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 Specialist Jobs at JPMorganChase
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Finance Specialist Jobs at JPMorganChase.
Get Access To All JobsTips for Finding Finance Specialist Jobs at JPMorganChase
Align your credentials to specialty occupation standards
H-1B eligibility for Finance Specialist roles requires a direct link between your degree and the position. A degree in finance, accounting, or economics strengthens your case. A business administration degree alone may face scrutiny if the role description isn't sufficiently specialized.
Target JPMorganChase's structured analyst programs
JPMorganChase recruits Finance Specialists through structured rotational programs in Corporate Finance and Treasury. These pipelines have dedicated HR and legal teams experienced in sponsorship, which means your case is less likely to stall due to internal process gaps.
Search Finance Specialist openings on Migrate Mate
Filter Finance Specialist roles at JPMorganChase by visa type on Migrate Mate to see which openings are actively tied to sponsorship. This saves time by surfacing roles where the employer has already demonstrated sponsorship intent for this function.
Clarify the sponsorship timeline before accepting an offer
JPMorganChase's Legal Entity Controllers and FP&A divisions often hire on rolling timelines. If you're on OPT, confirm whether the role start date and USCIS's April 1 H-1B filing window align before signing. A misaligned start date can create an authorization gap.
Understand how PERM affects your green card path
For EB-2 or EB-3 sponsorship, JPMorganChase must complete a DOL PERM labor certification before filing your immigrant petition. In finance, this process can take 18 to 24 months. Knowing this timeline helps you plan whether to request it early in your tenure.
Prepare for technical finance assessments during interviews
JPMorganChase's Finance Specialist interviews typically include case-based modeling or variance analysis questions. Strong performance here often determines whether hiring managers escalate your profile to the sponsorship approval track within their business unit.
Frequently Asked Questions
Does JPMorganChase sponsor H-1B visas for Finance Specialists?
Yes, JPMorganChase sponsors H-1B visas for Finance Specialist roles. The company has an established immigration legal function that handles petitions across its finance divisions, including FP&A, Controllers, and Treasury. Sponsorship availability can vary by business unit and hiring manager, so confirming sponsorship intent early in the process is the practical first step.
How do I apply for Finance Specialist jobs at JPMorganChase?
You can search and apply through JPMorganChase's careers portal directly, filtering by function and location. To find roles specifically open to visa sponsorship, browse Finance Specialist listings at JPMorganChase on Migrate Mate, which surfaces openings tied to sponsorship activity. Tailor your application to highlight quantitative finance skills and relevant credentials for the specific sub-function you're targeting.
Which visa types does JPMorganChase commonly use for Finance Specialist roles?
JPMorganChase sponsors H-1B, H-1B1 visa, and E-3 visas for Finance Specialists, along with immigrant pathways including EB-2 and EB-3 Green Cards. H-1B is the most common route for candidates without nationality-specific eligibility. Australian citizens should evaluate the E-3 visa as an alternative, since it has no lottery and is processed year-round.
What qualifications does JPMorganChase expect for Finance Specialist positions?
Most Finance Specialist roles at JPMorganChase require a bachelor's degree in finance, accounting, or a related quantitative field, and many mid-level roles expect prior experience in financial reporting, variance analysis, or controls. CPA, CFA, or MBA credentials strengthen candidacy, particularly for roles within Corporate Finance or Financial Planning and Analysis. Strong Excel and financial modeling skills are standard expectations across levels.
How do I navigate the visa sponsorship process timeline at JPMorganChase?
For H-1B sponsorship, your employer files the petition with USCIS no earlier than April 1 for an October 1 start date. If you're on OPT, confirm your authorization covers the gap between your start date and H-1B activation. JPMorganChase's internal legal team typically begins petition preparation several weeks before the filing window opens, so surface your visa situation clearly once you receive an offer.