What are the responsibilities and job description for the Relationship Assistant - Longmont position at High Plains Banking Group, Inc?
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
Member FDIC
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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
- Experience
- Prior loan processing or credit experience
- Prior banking experience
- Essential Skills and Knowledge
- 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 and Knowledge
- A degree is business, finance, or accounting is a plus
- Prior title insurance experience
- Notary Public certification
- Bilingual in Spanish is preferred
- Key Accountabilities & Responsibilities
- 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
- 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 customer may need and facilitate appropriate connections
- Coordinate and Manage Internal Processes
- 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
- 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
- $22.00-$30.00 per hour based on experience and qualifications - other factors may be considered
- Prolonged periods of standing and working on a computer
- In person at our Longmont, CO location
- 8-5 Monday - Friday
Member FDIC
Apply Here (Opens in a new Window)
Salary : $22 - $30