Relationship Manager - Denver Tech Center

Essential Duties/Responsibilities

• Act as liaison between location officers and back office lending personnel, including booking new loans and renewals.
• Understand customer relationships and loan officer requirements, communicate as appropriate with customer, and gather all necessary information and documentation for new loan requests, renewals and modifications.
• Prepare the weekly past due, overdraft and maturing loan lists and assist in the collection of past due loans.
• Analyze and prepare consumer loan packets and manage the process through to closure.
• Provide administrative assistance to commercial, consumer and branch loan officers.
• Prepare appropriate loan disbursement entries (cashier’s checks, deposit, wire transfer etc.) on signing date, in coordination with loan disbursement instructions provided by Loan Processor.
• Work with Title Companies and Loan Admins as needed to clear requirements and complete closing.
• Successfully manage Loan Document exceptions, working with lenders and clients as needed for resolution.
• Review Loan Documents prior to closing.
• Communicate with customers as needed for payment collection.
• Successfully serve as a key contact point for bank customers. Manage officer pipeline opportunities and support follow-up/outreach.
• Work with CSR’s to establish requested/required deposit accounts.

Job Qualifications

• Demonstrate excellent oral and written communication skills.
• Ability to provide Outstanding Customer Service through courteous, knowledgeable and professional communication, whether in person, via electronic communication, or telephone.
• Knowledge of general banking policies/procedures, including an understanding and application of banking compliance regulations.
• Thorough understanding of Alpine Bank Consumer and Commercial Credit Policy and Process.
• Intermediate-level mathematical skills and keyboard navigation.
• Ability to assume responsibility, display initiative, and exercise good judgement.
• Self-motivated with strong ability to work independently.
• Proactive problem solver.
• Strong critical thinking skills.
• Detail Oriented.
• Adaptable to Change.
• Able to multi-task, prioritize, manage pressure, and meet deadlines.
• Proficiency in Adobe and Microsoft Office (including but not limited to) Word, Excel and Outlook.
• An understanding of financial data, ratios, security instruments, insurance, title work, and regulatory documentation is preferred.

Education or Formal Training

• An Associate’s Degree (AA) or equivalent from a two year college or technical school, or knowledge typically gained through a minimum of three (3) years progressively responsible experience in a high demand, multi-tasked professional administrative or secretarial position; or an equivalent combination of education and experience.
• An equivalent combination of education and experience may be substituted on a year to year basis.

Experience

• Previous bank lending or Relationship Management experience is preferred.
• Experience in a Customer Service Representative role is preferred.

Working Conditions

• Working Environment: Climate controlled, fast-paced office environment with prolonged periods of sitting. Occasional weekends, after normal hours and/or holidays work may be required. Some driving may also be required.
• Physical Activities: Regularly required to stand, walk, sit, reach with arms, talk or hear and use hands to finger dexterity, handle or feel objects, tools or controls. Occasional lifting and/or moving 10-55 pounds and occasionally lifting and/or moving 20-25 pounds. Specific vision abilities required by this job include close, distance, color and peripheral vision, depth perception and ability to adjust focus.