Relationship Manager - Denver Tech Center

Alpine Bank•Denver, CO

4d•$23 - $28•Onsite

About The Position

The Relationship Manager works closely with Loan Officer(s) and Bank customers to successfully manage and enhance the customer relationship. This role acts as a liaison between loan officers and back-office lending personnel, handles loan bookings and renewals, and gathers necessary information and documentation for new loan requests, renewals, and modifications. The position involves analyzing and preparing consumer loan packets, providing administrative assistance to loan officers, and managing loan document exceptions. The Relationship Manager also serves as a key contact point for bank customers, manages officer pipeline opportunities, and works with CSRs to establish deposit accounts.

Requirements

Demonstrate excellent oral and written communication skills.
Ability to provide Outstanding Customer Service through courteous, knowledgeable and professional communication, whether in person, via electronic communication, or telephone.
Excellent Oral and Written Communication Skills.
Knowledge of general banking policies/procedures, including an understanding and application of banking compliance regulations.
Thorough understanding of Alpine Bank Consumer and Commercial Credit Policy and Process.
Intermediate-level mathematical skills and keyboard navigation.
Ability to assume responsibility, display initiative, and exercise good judgement.
Self-motivated with strong ability to work independently.
Pro-active problem solver.
Strong critical thinking skills.
Detail Oriented.
Adaptable to Change.
Able to multi-task, prioritize, manage pressure, and meet deadlines.
Proficiency in Adobe and Microsoft Office (including but not limited to) Word, Excel and Outlook.
An Associate’s Degree (AA) or equivalent from a two year college or technical school, or knowledge typically gained through a minimum of three (3) years progressively responsible experience in a high demand, multi-tasked professional administrative or secretarial position; or an equivalent combination of education and experience.
Possession of, or ability to obtain, a valid State of Colorado Drivers’ License, required.
Possession of, or ability to obtain, a valid NMLS License, required.

Nice To Haves

An understanding of financial data, ratios, security instruments, insurance, title work, and regulatory documentation is preferred.
Notary Public is a plus.
Previous bank lending or Relationship Management experience is preferred.
Experience in a Customer Service Representative role is preferred.

Responsibilities

Act as liaison between location officers and back office lending personnel, including booking new loans and renewals.
Understand customer relationships and loan officer requirements, communicate as appropriate with customer, and gather all necessary information and documentation for new loan requests, renewals and modifications.
Proficient in identifying, evaluating, and reviewing required loan and financial documentation.
Prepare the weekly past due, overdraft and maturing loan lists and assist in the collection of past due loans.
Analyze and prepare consumer loan packets and manage the process through to closure.
Provide administrative assistance to commercial, consumer and branch loan officers.
Prepare appropriate loan disbursement entries (cashier’s checks, deposit, wire transfer etc.) on signing date, in coordination with loan disbursement instructions provided by Loan Processor.
Work with Title Companies and Loan Admins as needed to clear requirements and complete closing.
Successfully manage Loan Document exceptions, working with lenders and clients as needed for resolution.
Review Loan Documents prior to closing.
Communicate with customers as needed for payment collection.
Successfully serve as a key contact point for bank customers.
Manage officer pipeline opportunities and support follow-up/outreach.
Work with CSR’s to establish requested/required deposit accounts.
Performs other duties as assigned.