JOB DESCRIPTION
Help commercial auto banking opportunities move from idea to funded reality. In this role, you will be the connector who keeps renewals and new deals on track by aligning bankers, partners, and clients. Your financial analysis and prioritization will support better decisions and smoother execution. If you thrive on ownership, collaboration, and momentum, this role is for you.
As a Dealer Services Portfolio Banker in Dealer Services, you support Auto commercial bankers and sales leadership by managing portfolios and helping advance new business opportunities and loan renewals. You keep us moving by coordinating across credit, operations, client service, and treasury partners and by staying close to timelines, requirements, and risks. You will use financial analysis and disciplined follow-up to help bankers prepare requests, complete annual reviews, and onboard new relationships. We work in a team-oriented culture where you can take initiative, communicate confidently, and make a visible impact.
Job responsibilities
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Support bankers with financing requests by ordering spreads, performing financial analysis, and building pricing models
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Prepare for and participate in meetings with credit partners to align on deal needs and next steps
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Validate pricing models and relationship strategies to support annual reviews
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Coordinate onboarding for new client relationships by partnering with operations, credit, treasury, know your customer, environmental, and appraisal teams
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Review loan documentation to confirm accuracy before sending materials to borrowers
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Manage pipeline activity to keep new business and renewals progressing on expected timelines
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Escalate roadblocks and drive resolution by coordinating actions across stakeholders
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Monitor portfolio performance and proactively surface issues, risks, and required actions
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Communicate with clients to obtain portfolio maintenance items and required documentation
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Partner with operations and credit teams to clear past-due items and close open requirements
Required qualifications, capabilities, and skills
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Bachelor's degree in business, finance, economics, mathematics, or management
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5 years of related work experience in portfolio management, commercial banking support, credit, or similar roles
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Demonstrated ability to perform financial analysis to support lending or relationship decisions
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Strong analytical and quantitative skills, including experience building or validating pricing models
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Strong client management skills, including the ability to request documentation and drive timely follow-through
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Strong verbal and written communication skills with internal stakeholders and external clients
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Ability to work independently while contributing in a team-oriented culture
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Proficiency with Microsoft Word, Excel, and PowerPoint
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Ability to manage multiple priorities and maintain timelines across concurrent opportunities
Preferred qualifications, capabilities and skills
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Experience in commercial underwriting and risk assessment
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Experience using Salesforce
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Master of Business Administration degree
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.
