Relationship Manager - Denver Tech Center

Alpine Bank•Denver, CO

3d•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, handling tasks such as booking new loans and renewals. The position requires a thorough understanding of customer relationships and loan officer requirements, effective communication with customers, and the ability to gather all necessary information and documentation for loan requests, renewals, and modifications. The Relationship Manager is proficient in identifying, evaluating, and reviewing required loan and financial documentation. They are responsible for preparing weekly reports on past due, overdraft, and maturing loans, and assisting in the collection of past due loans. The role involves analyzing and preparing consumer loan packets, managing the process through to closure, and providing administrative assistance to commercial, consumer, and branch loan officers. Additionally, the Relationship Manager prepares loan disbursement entries, works with Title Companies and Loan Admins to clear requirements and complete closing, manages loan document exceptions, and reviews loan documents prior to closing. They serve as a key contact point for bank customers, manage officer pipeline opportunities, support follow-up/outreach, and work with CSRs to establish requested/required deposit accounts. Employees are held accountable for all duties of this job.

Requirements

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.
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 understanding of financial data, ratios, security instruments, insurance, title work, and regulatory documentation is preferred.
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

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.
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.