Relationship Assistant - Longmont

Hpbgo; Longmont (CO); On-site; USD 30,307 - 41,328; Full time

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 is hiring! Serving Eastern and Northern Colorado, 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 fast-paced team in Longmont.

Your Mission

As a "Customer Concierge," you will partner with Relationship and Portfolio 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 will be varied, engaging, and highly collaborative. On any given day, you will schedule and coordinate crucial meetings, such as deal "kick-off" meetings and annual file reviews. bringing together customers, Relationship Managers, and Portfolio Managers. You will manage the end-to-end loan administration process for pipeline loans, which includes gathering paperwork via platforms like FileInvite, engaging third parties for appraisals or title searches, and handling critical documents to protect loan collateral. You will also provide continuous customer support by facilitating closings, checking in post-closing, ensuring payments are set up preferentially, and providing past-due heads-up notices. Internally, you will prepare weekly Market Meeting packets, monitor maturing loans, and connect regularly with teams like DocPrep and Booking/Funding to continuously refine our workflows.

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 preferred

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

The opportunity to work for a community driven, employee owned business

Highly competitive PTO, retirement and health care

Opportunities for growth, development and learning

Tuition Reimbursement

Target compensation range

$22.00-$30.00 per hour based on experience and qualifications - other factors may be considered

Physical Requirements

Prolonged periods of standing and working on a computer

Location and Schedule

In person at our Longmont, CO location

8-5 Monday - Friday

High Plains Bank is proud to be an Equal Opportunity Employer