Specialty Finance Advisor – Business Banking
Company: NorthPoint Search Group
Location: Atlanta
Posted on: April 2, 2026
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Job Description:
Specialty Finance Advisor – Business Banking To Apply Now -
email your resume to [email protected] Who: An experienced
commercial banking professional with expertise in SBA and
Commercial Real Estate lending, capable of advising relationship
managers and structuring loans. What: Provide strategic SBA and CRE
lending guidance, develop client solutions, structure loans, and
support the loan process from application through booking. Where:
Business Banking environment; client-facing role with internal and
external collaboration. When: Hiring immediately to drive portfolio
growth and lending excellence. Why: To enhance SBA and CRE loan
origination, strengthen client relationships, and support revenue
growth while maintaining compliance and risk standards. Salary:
Competitive, commensurate with experience, plus benefits. Job
Summary The Specialty Finance Advisor in Business Banking provides
critical expertise in SBA and Commercial Real Estate products to
Business Relationship Managers. This role consults with BRMs to
identify client financing needs, structure loans, manage
applications, and close deals successfully. The position requires
strong relationship-building skills, regulatory knowledge, and the
ability to drive business growth through portfolio development and
collaboration. Key Responsibilities Act as subject matter expert in
SBA and Commercial Real Estate lending to support business
development and portfolio growth. Identify client needs and develop
tailored lending solutions. Structure and price loans in compliance
with bank policies and government regulations. Assess preliminary
SBA eligibility for clients and guide them through the application
process. Manage loan pipeline through closing and booking stages.
Provide excellent client service and manage expectations throughout
the loan lifecycle. Educate BRMs and internal partners on SBA and
CRE products, eligibility, and opportunity identification. Build
and maintain relationships with SBA District Offices and Certified
Development Companies. Stay current on bank credit policy and SBA
standard operating procedures. Qualifications Minimum 7 years of
commercial/business banking relationship experience. Minimum 2
years of SBA and Commercial Real Estate lending experience.
Bachelor’s degree in Finance, Marketing, or related business field
(or equivalent experience). Strong understanding of SBA products,
rules, and regulations. Excellent communication and negotiation
skills. Proven ability to assess client needs, influence decisions,
and deliver solutions. Results-oriented, customer-focused, and able
to work in a collaborative team environment. Benefits Competitive
salary and performance-based incentives Comprehensive health,
dental, and vision insurance Retirement plan options (401k) Paid
Time Off and company holidays Career development and professional
growth opportunities Specialty Finance Advisor providing SBA and
Commercial Real Estate lending expertise, structuring loans,
supporting BRMs, and driving business growth.
Keywords: NorthPoint Search Group, Marietta , Specialty Finance Advisor – Business Banking, Accounting, Auditing , Atlanta, Georgia
