Relationship Assistant - Longmont
Serving Eastern and Northern Colorado, High Plains Bank is an authentic, community-driven bank. 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.
About the role
As a "Customer Concierge," you will partner with Relationship and Portfolio 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.
You are a resilient, adaptable professional who thrives in fast-paced environments. A proactive team player, you take the initiative to solve problems and improve processes. With strong communication skills and exceptional organizational habits, you effectively balance priorities to keep loans moving forward.
Responsibilities
Your daily activities will be varied, engaging, and highly collaborative. On any given day, you will:
- Schedule and coordinate crucial meetings, such as deal "kick-off" meetings and annual file reviews, bringing together customers, Relationship Managers, and Portfolio Managers.
- Manage the end-to-end loan administration process for pipeline loans, which includes gathering paperwork via platforms like FileInvite, engaging third parties for appraisals or title searches, and handling critical documents to protect loan collateral.
- Provide continuous customer support by facilitating closings, checking in post-closing, ensuring payments are set up preferentially, and providing past-due heads-up notices.
- Prepare weekly Market Meeting packets, monitor maturing loans, and connect regularly with teams like DocPrep and Booking/Funding to continuously refine workflows.
- Coordinate loan administration process for loans in the pipeline.
- Coordinate meetings with customers and the Relationship Management teams including kick-off and closing.
- Coordinate collection of complete customer file.
- Engage 3rd parties: appraiser, title company, insurance providers, bookkeepers, etc.
- Manage critical documents.
- Coordinate with other teams to keep the loan process moving forward.
- Provide ongoing customer support including post-closing and payment communication.
- Coordinate annual reviews.
- Maintain complete customer loan files.
- Coordinate customer connections with other team members in the bank.
- Maintain knowledge of other bank products and services customers may need and facilitate appropriate connections.
- Prepare weekly Market Meeting packets.
- Coordinate for maturing loans and lines, upcoming rate changes, annual reviews, and exceptions.
- Assist with process and procedure development and maintenance and stay aligned with the Loan Operations team.
Requirements
- High School diploma or equivalent.
- Prior loan processing or credit experience.
- Prior banking experience.
Skills
- 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.
- A degree in business, finance, or accounting is a plus.
- Prior title insurance experience is desirable.
- Notary Public certification is desirable.
- Bilingual in Spanish is preferred.
Benefits
- Highly competitive PTO, retirement, and health care.
- Opportunities for growth, development, and learning.
- Tuition reimbursement.
- The opportunity to work for a community-driven, employee-owned business.
Pay
Target compensation range $22.00-$30.00 per hour based on experience and qualifications - other factors may be considered.
Schedule
- In person at our Longmont, CO location.
- 8-5 Monday - Friday.
Physical Requirements
Prolonged periods of standing and working on a computer.