Relationship Assistant - Limon

High Plains Banking Group, Inc

Limon (CO)

On-site

USD 30,000 - 41,000

Full time

8 days ago

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Benefits offered by this job

PTO

Retirement plan

Health care

Tuition reimbursement

Job summary

High Plains Bank is seeking a motivated Relationship Assistant to join our team in Limon. You will partner with Relationship Managers to coordinate loan operations, renewals, and maintenance while ensuring proactive communication and timely processing.

You will drive the loan process, schedule meetings, gather complete customer files, and engage necessary third-party services, supporting post-closing activities and annual reviews. A detailed, organized approach is essential.

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

Responsibilities

Schedule meetings, gather complete customer files, and coordinate third-party services to move loans forward.
Post-closing check-ins, set up payments, and manage loan files, covenants, and annual review scheduling.
Coordinate internal operations, such as weekly market packets and tracking maturing loans, with cross-functional teams.
Connect customers with internal bank specialists for additional products and services.
Maintain and organize critical loan documentation and drive the loan process with the Relationship Management teams.

Job description

Relationship Assistant - Limon

High Plains Bank is hiring! Serving the Eastern Plains, Northern Colorado, and the Central Rockies, 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 team in Limon.

Your Mission

As a \"Customer Concierge,\" you will partner with Relationship 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 are varied, engaging, and highly collaborative. You drive the loan process by scheduling meetings, gathering complete customer files, engaging necessary third-party services, and keeping critical documentation moving smoothly to teams like DocPrep and Credit Analysis. You deliver ongoing customer support by conducting post-closing check-ins, setting up payments, and managing loan files, covenants, and annual review scheduling. You coordinate internal operations—such as preparing weekly market meeting packets, clearing exceptions, tracking maturing loans, and collaborating with cross-functional teams to continuously refine workflow procedures. In addition, you actively connect customers with internal bank specialists for additional products and services.

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 a plus

Accountabilities of the position

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