Relationship Assistant - Longmont at High Plains… · Longmont

Summary: High Plains Bank is an authentic, community-driven bank serving Eastern and Northern Colorado. They are seeking a motivated and detail-oriented Relationship Assistant to coordinate loan operations and provide customer support, ensuring effective communication and organization throughout the loan process.

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

Required Qualifications:
- 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

Preferred Qualifications:
- A degree in business, finance, or accounting is a plus
- Prior title insurance experience
- Notary Public certification
- Bilingual in Spanish is preferred

Required Skills: Loan processing, Credit experience, Banking experience, Microsoft Office Suite, Google Suite, Specialized banking software, Title insurance, Notary Public certification, Bilingual Spanish

Benefits: The opportunity to work for a community driven, employee owned business, Highly competitive PTO, Retirement, Health care, Opportunities for growth, development and learning, Tuition Reimbursement