Relationship Assistant - Limon (Opens in a new Window)

Mission

Your Mission As a "Customer Concierge," you will partner with Relationship Managers to coordinate loan operations, renewals, and maintenance. You will ensure proactive communication and attention to detail to meet critical deadlines while serving as a primary point of contact for customer service and financial needs.

What Sets You Apart

• A resilient, adaptable professional who thrives in fast-paced environments
• A proactive team player, you take the initiative to solve problems and improve processes
• You have strong communication skills and exceptional organizational habits

Your Day-to-Day

• Drive the loan process by scheduling meetings, gathering complete customer files, engaging necessary third-party services, and keeping critical documentation moving smoothly to teams like DocPrep and Credit Analysis
• Deliver ongoing customer support by conducting post-closing check-ins, setting up payments, and managing loan files, covenants, and annual review scheduling
• Coordinate internal operations such as preparing weekly market meeting packets, clearing exceptions, tracking maturing loans, and collaborating with cross-functional teams to continuously refine workflow procedures
• Actively connect customers with internal bank specialists for additional products and services

Experience & Skills

• Prior loan processing or credit experience
• Prior banking experience
• High School diploma or equivalent
• Strong organizational, problem-solving, and interpersonal skills
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office Suite or Google Suite
• Ability to quickly learn and navigate specialized banking software and systems

Desirable Skills & Knowledge

• A degree in business, finance, or accounting is a plus
• Prior title insurance experience
• Notary Public certification
• Bilingual in Spanish is a plus

Accountabilities

• Coordinate loan administration process for loans in the pipeline
• Coordinate meetings with customers and the Relationship Management teams including kick-off and closing
• Engage 3rd parties; appraiser, title company, insurance providers, bookkeepers, etc.
• Manage critical documents
• Cook with other teams to keep the loan process moving forward
• Provide ongoing customer support
• Post closing and payment communication
• Coordinate annual reviews
• Maintain complete customer loan files
• Cook with other team members in the bank
• Maintain knowledge of other bank products and services customer may need and facilitate appropriate connections
• Cook and Manage Internal Processes
• Prepare weekly Market Meeting packets
• Cook for maturing loans and lines, upcoming rate changes, annual reviews and exceptions
• Aid with process and procedure development and maintenance and stay aligned with the Loan Operations team

What High Plains Bank brings to you

• The opportunity to work for a community driven, employee owned business
• Highly competitive PTO, retirement and health care
• Opportunities for growth, development and learning
• Tuition Reimbursement
• Target compensation range $22.00-$30.00 per hour based on experience and qualifications - other factors may be considered

Physical Requirements

• Prolonged periods of working on a computer

Location and Schedule

• In person at our Limon, CO location
• 8-5 Monday - Friday

About the Company

• High Plains Bank is an authentic, community-driven bank serving the Eastern Plains, Northern Colorado, and the Central Rockies
• We are compassionate problem-solvers and craft bankers, committed to understanding the unique needs of each customer and tailoring solutions to optimize their financial well-being
• We empower each other as leaders and embrace a growth mindset, fostering a supportive environment where everyone feels valued, has the opportunity to thrive and the ability to get things done