Demo

Relationship Assistant (Loan Assistant)

High Plains Bank
Flagler, CO Full Time
POSTED ON 12/31/2024
AVAILABLE BEFORE 2/20/2025

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 seeking a proactive and detail-oriented individual to join our Flagler team as Relationship Assistant, playing a pivotal role on our loan team as a partner to the Relationship Managers and the hub of customer engagement.

Your Mission?

A focus on assisting our customers in getting from loan application to loan closing as smoothly as possible.

You will serve as a strategic partner to our Relationship Manager and act as a primary point of contact for our valued customers. A typical day will involve a diverse range of tasks - gathering documents from customers; coordinating meetings, closings and inspections; driving the turn-around time of loan production and ensuring accuracy of loan files; answering customer questions or setting up conversations with the appropriate persons, and generally making sure customers are well understood, well informed and well taken care of.

What sets you apart?

You are self-motivated, adaptable, confident, and have exceptional communication skills. Your ability to manage details and anticipate needs, while nurturing meaningful relationships will be instrumental to your success in this role. Whether you thrive on providing support to others or aspire to assume a relationship management role in the future, your dedication to our customers and the team will be the cornerstone of your contributions.

What you bring to High Plains Bank…

Experience

  • Prior customer-facing experience is beneficial but not required

Qualifications

  • High School diploma or equivalent

Essential Skills

  • Familiarity with Microsoft Office or Google Suite
  • Organizational and accuracy skills
  • Confidence in communicating effectively with customers and team members
  • Self-managed and proactive
  • Ability to build and maintain strong relationships with customers and colleagues

Desirable Knowledge

  • Understanding of the agriculture community and terminology
  • Understanding of the local community

Responsibilities of the position…

Key Accountabilities

  • Provide exceptional customer service and proactive, direct communication with customers and prospects as a primary point of contact with customers on routine administration of the relationship.
  • Drive the internal process to collaborate with the Relationship Managers and Credit Administration team on loan documentation and loan closings.
  • Drive the turn-around time of loan production by collecting the necessary information for risk assessments and underwriting - includes recognizing loan structures and initiating third party reports, and nCino flow.
  • Support Relationship Manager on portfolio management; minimizing loan exceptions, past due loan balances, and updating loan portfolios with current loan information.
  • Follow up after closings to ensure loan file accuracy.
  • Drive weekly loan team update meetings as well as schedule and organize other meetings, closings, and inspections
  • Process loan payments

Other Responsibilities

  • Support the Relationship Managers as needed
  • Be adaptable and take on tasks as necessary
  • Participation in bank sponsored community events is encouraged as a part of our High Plains Bank culture

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 to $28.00 per hour based on experience and qualifications - other factors may be considered

Physical Requirements

  • Prolonged periods of sitting at a desk and working on a computer

Location and Schedule

  • In person at our Flagler, CO branch
  • 8-5 Monday - Friday

High Plains Bank is proud to be an Equal Opportunity Employer

Member FDIC

Job Type: Full-time

Pay: $22.00 - $28.00 per hour

Expected hours: 40 per week

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 8 hour shift
  • Monday to Friday

Work Location: In person

Salary : $22 - $28

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