Commercial Banking Sales Assistant

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