Relationship Assistant - Limon

Hpbgo

Northern (KY)

Hybrid

USD 30,000 - 41,000

Full time

20 hours ago

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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 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
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 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

What High Plains Bank brings to you