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.