Relationship Assistant - Longmont

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.

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.

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 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 File Invite, 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 Doc Prep and Booking/Funding to continuously refine our workflows.

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

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

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

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

Prolonged periods of standing and working on a computer

In person at our Longmont, CO location

8-5 Monday - Friday

High Plains Bank is proud to be an Equal Opportunity Employer