Relationship Assistant - Longmont

Relationship Assistant - Longmont High Plains Bank is hiring! 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. 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. We are looking for a motivated and detail-oriented Relationship Assistant to join our fast-paced team in Longmont. Your Mission 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. What Sets You Apart 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. Your Day-to-Day 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. You will 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. You will also provide continuous customer support by facilitating closings, checking in post-closing, ensuring payments are set up preferentially, and providing past-due heads-up notices. Internally, you will prepare weekly Market Meeting packets, monitor maturing loans, and connect regularly with teams like DocPrep and Booking/Funding to continuously refine our workflows. What you bring to High Plains Bank ExperiencePrior loan processing or credit experiencePrior banking experienceEssential Skills and KnowledgeHigh School diploma or equivalentStrong organizational, problem-solving, and interpersonal skillsExcellent verbal and written communication skillsProficiency in Microsoft Office Suite or Google SuiteAbility to quickly learn and navigate specialized banking software and systemsDesirable Skills and KnowledgeA degree is business, finance, or accounting is a plusPrior title insurance experienceNotary Public certificationBilingual in Spanish is preferred Accountabilities of the position Key Accountabilities & ResponsibilitiesCoordinate loan administration process for loans in the pipelineCoordinate meetings with customers and the Relationship Management teams including kick-off and closingCoordinate collection of complete customer fileEngage 3rd parties; appraiser, title company, insurance providers, bookkeepers, etc.Manage critical documentsCoordinate with other teams to keep the loan process moving forwardProvide ongoing customer supportPost closing and payment communicationCoordinate annual reviewsMaintain complete customer loan filesCoordinate customer connections with other team members in the bankMaintain knowledge of other bank products and services customer may need and facilitate appropriate connectionsCoordinate and Manage Internal ProcessesPrepare weekly Market Meeting packetsCoordinate for maturing loans and lines, upcoming rate changes, annual reviews and exceptionsAssist 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 businessHighly competitive PTO, retirement and health careOpportunities for growth, development and learningTuition 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 standing and working on a computer Location and Schedule In person at our Longmont, CO location8-5 Monday - Friday High Plains Bank is proud to be an Equal Opportunity Employer Member FDIC Apply Here (Opens in a new Window)