Jason Chaliff

Investment Advisor

Jason Chaliff is an Investment Advisor with over 8 years of experience in commercial banking. Prior to joining Shane, Jason worked as a commercial banker for Wells Fargo and BB&T in the Atlanta and Washington D.C. markets.

Jason brings a unique skill set and perspective to Shane. Beginning his banking career in the BB&T Leadership Development Program, Jason was trained by industry experts in structuring commercial loan transactions. Throughout his career in banking, Jason served in both client facing roles as a relationship manager and as the lead underwriter for a team of commercial bankers. Jason underwrote over $300 Million in commercial real estate transactions across all asset classes in his time at BB&T and Wells Fargo. His experience in structuring deals for investors, operators, and developers has given him the keen ability to quickly understand the financial challenges and opportunities in any transaction.

Jason is an undergraduate alumni of the University of Georgia where he majored in Real Estate. Furthering his knowledge in finance and real estate, he recently obtained an MBA from Emory University’s Goizeuta Business School. 

Career Highlights:


  • • Vice President – Senior Business Banking Relationship Manager at Wells Fargo

    Advised business owners and investors as a strategic partner, providing guidance to help grow their businesses.

  • •  Business Services Office – Relationship Manager – BB&T

    Managed a $35 million loan portfolio with 80 commercial clients. Responsible for loan production, revenue generation, and outside sales.

    Directly managed credit quality and deal flow for a $138 million loan portfolio. Played an  integral role in the sales process, using the company’s lending platform to underwrite, analyze, structure, price and covenant commercial loan and line requests.

 

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