Commercial Banking Sales Assistant

Job description

**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.*