Lending Solutions Specialist Senior

Lending Solutions Specialist Senior

Houston, TX, United States

and 1 more

Job Information

• Job Identification 210792757

• Job Category Banking

• Business Unit Consumer & Community Banking

• Posting Date 09/23/2026, 02:07 AM

• Locations 9900 Katy Fwy, Houston, TX, 77055, US8181 Communications Pkwy Bldg A, Plano, TX, 75024, US

• Job Schedule Full time

Job Description

Are you a professional who thrives on navigating complex SBA deals and documentation, with a keen eye for detail and a knack for collaboration with the Market? As a Lending Solutions Specialist, you'll have the opportunity to leverage your skills, build strong partnerships, and turn our customers' lending needs into reality.

As a Lending Solutions Specialist Senior within Business Banking, you will support complex SBA and Commercial Real Estate (CRE) business banking loans, and specialized products, client application workflow management, post approval documentation review, loan booking and closing processes. The Business Lending Solutions Specialist Sr will work with the Business Relationship Managers (BRM 2+), Specialty Finance Lending Advisor, with respect to entity review, collateral review, commercial due diligence review and loan documentation for approved loans up to $20mil. Responsible for review of approval, determination, and verification of due diligence to ensure loan will be closed in accordance with approval as well as preparation/coordination of appropriate specialized loan documentation for new, renewal and modification of loans. Independently identified and manages vendor and documentation risk to the bank.

Job Responsibilities

• Utilize various internal systems to identify information needed and provide to the Credit Officer.

• Utilize workflow tools to monitor status of new deals, annual reviews, and renewals until it is in the credit evaluation stage.

• Review commercial credit application packages for adherence to credit policy and determination of appropriate due diligence necessary to ensure proper collateral position.

• Review the following: business entity and organizational documents to include trust agreements, good standing of business entities and UCC searches.

• Coordinate obtaining and review: equipment valuations, flood checks, as well as other reports and information.

• Exercise critical judgment in reviewing and evaluating real estate title work, valuation reports, environmental reports, and purchase and lease agreements, ensuring that all aspects align with strategic objectives and risk management criteria.

• Apply analytical decision-making skills to review and verify complex Small Business Administration (SBA) documentation, ensuring accuracy and full compliance with relevant guidelines and regulations, while identifying and addressing any potential issues proactively.

• Exercise sound judgment in evaluating all reports and information related to collateral evaluation and verification, ensuring that the terms and conditions of the credit approval are met before proceeding.

• Utilize decision-making skills to prepare custom loan and compliance documentation that effectively safeguards the bank’s interests, considering all potential risks and legal requirements.

• Make informed decisions when scheduling loan closings with escrow/title companies, coordinating effectively to ensure a smooth and timely process.

• Demonstrate problem-solving abilities to resolve and complete unbookable loans and address holds from loan servicing, ensuring all issues are addressed efficiently and effectively.

Required Qualifications, capabilities, and skills

• 2 years commercial loan experience or related business lending experience.

• 1 year experience documenting real estate secured loans.

• Strong knowledge of Business Banking loan documentation, perfection of collateral, as well as laws and regulations affecting appropriate due diligence.

• Experience working in Apstar and Hot Docs.

• Able to act independently in a high-volume environment.

• Able to act as subject matter expert.

• Excellent attention to detail and ability to effectively communicate to internal partners.

• College degree or equivalent work experience.

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 (https://careers.jpmorgan.com/us/en/how-we-hire/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.