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About the role
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
What they're looking for
- 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
More about this role
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.
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...
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