Loan Operations Concierge - Growth & Community Focus

Hpbgo

Longmont (CO)

On-site

USD 30,307 - 41,328

Full time

14 days+

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Benefits offered by this job

Competitive PTO
Retirement benefits
Health insurance
Tuition Reimbursement
Growth opportunities

Job summary

High Plains Bank in Longmont, CO is hiring a Customer Concierge to support loan operations, renewals and maintenance. You will coordinate end-to-end loan administration, gather documents, engage third parties, and ensure timely closings and payments while delivering proactive customer service.

You will work with Relationship and Portfolio Managers in a fast-paced, detail-oriented team, using banking software and MS Office to keep files current and compliant, with opportunities to grow and

Qualifications

  • 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.
  • Bilingual in Spanish is preferred if applicable.

Responsibilities

  • Coordinate end-to-end loan administration for pipeline loans including gathering paperwork and engaging third parties.
  • Schedule and coordinate crucial meetings (kick-off, annual reviews) with customers and Relationship/Portfolio Managers.
  • Ensure timely closings, post-closing follow-ups, and proper payment setup.
  • Prepare weekly Market Meeting packets and monitor maturing loans.
  • Maintain complete customer loan files and coordinate with DocPrep/Booking/Funding to refine workflows.

Skills

Organizational skills
Problem-solving
Interpersonal skills
Verbal and written communication
MS Office / Google Suite
Banking software/system navigation
Spanish language (preferred)

Education

High School diploma

Tools

Microsoft Office Suite
Google Suite
Banking software

Job description

High Plains Bank in Longmont, CO is hiring a Customer Concierge to support loan operations, renewals and maintenance. You will coordinate end-to-end loan administration, gather documents, engage third parties, and ensure timely closings and payments while delivering proactive customer service.

You will work with Relationship and Portfolio Managers in a fast-paced, detail-oriented team, using banking software and MS Office to keep files current and compliant, with opportunities to grow and

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