Data Management, Data Collaboration, Enterprise Software, Cloud Computing

Commercial Banking Sales Assistant

Longmont, COOnsiteFull TimePosted 3 days ago

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Required skills

banking
financial analysis
customer-focused
multi-task
deadline-driven
customer service

Nice to have

lending environment
credit approval process
loan applications
financial spreads
loan packets
title companies

Role summary

Switchboard is seeking a Commercial Banking Sales Assistant for a community bank. This role supports lead bankers in the full credit and relationship management process, from origination through closing. Responsibilities include collecting financial information, assisting with the credit approval process, preparing loan packets, coordinating with third parties, handling loan closings, and participating in sales efforts. The ideal candidate is detail-oriented, organized, and has excellent communication and customer service skills, with 3-5 years of banking or financial analysis experience.

Description

Switchboard is seeking a Commercial Banking Sales Assistant on behalf of our client, a well established community bank (company name and details will be provided during your first interview). This role is a great fit for a detail-oriented banking professional who thrives in a fast-paced lending environment and wants to be an integral part of the full credit and relationship management process...not just pushing paper, but actively supporting deals from origination through closing.

Responsibilities

Assist lead bankers with annual financial request collection from borrowers and complete all assigned financial input prep
Take an active role in the full Credit Approval Process — gathering, compiling, and submitting documentation required by the Credit Analyst Department for loan applications and financial spreads
Prepare loan packets, including Credit Presentation Checklists, Loan Officer Comments, and all supporting documentation
Coordinate with title companies and appraisers to obtain necessary supporting information
Handle loan closings on behalf of officers when needed
Build thorough knowledge of client files and accounts to support effective customer service alongside the lead banker
Participate in sales and business development efforts as directed, including calls on existing and prospective clients
Conduct collateral inspections on selected clients as needed
Support lead bankers on smaller ag/commercial requests including financial analysis, approvals, and closings
Stay current on bank retail products

Requirements

3–5 years of banking or financial analysis experience
High level of organizational skills with strong attention to detail
Excellent written and verbal communication skills
Professional, confidential, and customer-focused
Ability to multi-task effectively in a deadline-driven environment
High-quality internal and external customer service

Sponsorship not available. Position only available to those with legal authorization to work in the United States.

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