Commercial Banking Sales Assistant

Socket.dev; Longmont (CO); On-site; USD 60,000 - 90,000; Full time

Job summary

Socket.dev is assisting a community bank client in Longmont, CO, to hire a Commercial Banking Sales Assistant who will support the full credit and relationship management process from origination through closing.

The role emphasizes financial analysis, documentation, loan coordination, and hands-on deal support in a fast-paced environment, with a strong focus on accuracy and customer service.

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

Organizational skills

Attention to detail

Written and verbal communication

Customer service

Multitasking

Confidentiality

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.