Commercial Banking Sales Assistant

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.

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  Assist lead bankers with annual financial request collection from borrowers and complete all assigned financial input prep

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  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

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  Prepare loan packets, including Credit Presentation Checklists, Loan Officer Comments, and all supporting documentation

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  Coordinate with title companies and appraisers to obtain necessary supporting information

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  Handle loan closings on behalf of officers when needed

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  Build thorough knowledge of client files and accounts to support effective customer service alongside the lead banker

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  Participate in sales and business development efforts as directed, including calls on existing and prospective clients

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  Conduct collateral inspections on selected clients as needed

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  Support lead bankers on smaller ag/commercial requests including financial analysis, approvals, and closings

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  Stay current on bank retail products

• 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.