Jason L. Hoffman
About Jason L. Hoffman
Jason L. Hoffman is a Vice President and SBA Product Lending Specialist at City National Bank, with extensive experience in business banking and financial advisory roles. He has a strong background in SBA loan programs and client relationship management, having previously worked at Citizens Bank, Morgan Stanley, and Wells Fargo.
Current Role at City National Bank
Jason L. Hoffman serves as an SBA Product Lending Specialist, CRM Specialist, and Business Development Officer at City National Bank. He holds the title of Vice President and has been with the bank since 2016. In this role, he focuses on procuring new SBA loan volume through various programs, including SBA 7a, 504, Express, and CAPline. His responsibilities include driving revenue through strategic partnership building and hands-on execution. He also collaborates closely with credit analysts to review existing credits and communicate credit decisions to prospects and customers.
Previous Experience at Citizens Bank
Prior to his current position, Jason L. Hoffman worked at Citizens Bank as a Business Banking Relationship Manager, Vice President. His tenure lasted from 2010 to 2016, during which he operated in Westchester County and New York City. In this role, he managed business banking relationships and contributed to the bank's growth by focusing on client needs and financial solutions.
Experience at Morgan Stanley
Jason L. Hoffman was employed at Morgan Stanley as a Financial Advisor, Vice President, from 1999 to 2002. He worked in the Greater New York City Area during this time. His role involved providing financial advice and investment strategies to clients, contributing to their financial planning and investment goals.
Background at Wells Fargo
Before joining Citizens Bank, Jason L. Hoffman worked at Wells Fargo as a Regional Bank Private Banker, Vice President, from 2002 to 2010. He spent eight years in Westchester County, focusing on private banking services. His role included managing high-net-worth client relationships and delivering tailored financial solutions.
Education and Expertise
Jason L. Hoffman studied at the State University of New York at Albany, where he earned a Bachelor of Arts (B.A.) in Business Administration and Management. His educational background supports his expertise in financial services, particularly in SBA lending. He possesses technical expertise with CRM and analytical systems, which enhances his capabilities in client relationship management and strategic planning.