Commercial Banking Sales Assistant

Switchboard Hiring; Longmont (CO); On-site; USD 60,000 - 85,000; Full time

Job summary

Switchboard is seeking a Commercial Banking Sales Assistant to support the full credit and relationship management process in a fast-paced lending environment. You will assist with financial requests, prepare loan packets, and participate in the Credit Approval Process, coordinating with title companies and appraisers.

Based in Longmont, CO, this on-site role requires 3–5 years of banking or financial analysis experience, strong organizational skills, and excellent written and verbal

Qualifications

• 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.

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.

Skills

Banking experience

Financial analysis

Attention to detail

Communication skills

Customer service

Multi-tasking

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.

Compensation Range: $60K - $85K