Loan Operations Concierge & Relationship Support

Hpbgo; Northern (KY); Hybrid; USD 30,000 - 41,000; Full time

Benefits offered by this job

Tuition Reimbursement

Competitive PTO

Health care

Growth opportunities

Job summary

High Plains Bank in Limon, CO is seeking a motivated Relationship Assistant to support loan operations, renewals, and maintenance, coordinating with Relationship Managers and DocPrep teams. You will manage file collection, schedule meetings, set up payments, and handle annual reviews, with a focus on customer service and timely documentation.

This role operates in a collaborative bank environment with growth opportunities.

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.
• Business/Finance/Accounting degree is a plus.
• Notary Public certification is a plus.
• Bilingual in Spanish is a plus.

Responsibilities

• Coordinate loan administration process for loans in the pipeline.
• Coordinate meetings with customers and Relationship Management teams including kick-off and closing.
• Coordinate collection of complete customer file.
• Manage critical documents.
• Coordinate with other teams to keep the loan process moving forward.
• Post closing and payment communication.
• Coordinate annual reviews.
• Maintain complete customer loan files.
• Coordinate customer connections with other team members within the bank.
• Maintain knowledge of other bank products and services customers may need and facilitate connections.

Skills

Communication

Organizational skills

Interpersonal skills

MS Office / Google Suite

Banking software navigation

Spanish (desirable)

Notary certification (desirable)

Education

High School diploma or equivalent

Business/Finance/Accounting degree (plus)

Tools

MS Office Suite

Google Workspace

Banking software

Job description

High Plains Bank in Limon, CO is seeking a motivated Relationship Assistant to support loan operations, renewals, and maintenance, coordinating with Relationship Managers and DocPrep teams. You will manage file collection, schedule meetings, set up payments, and handle annual reviews, with a focus on customer service and timely documentation.

This role operates in a collaborative bank environment with growth opportunities.