Commercial Banking - Senior Relationship Assistant (VISTA)

Senior Relationship Assistant

Our Bankers understand the complexities of people's lives and offer simple solutions. That's the basics of Relationships. Fairness. Simplicity. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.

As a Senior Relationship Assistant you will serve in a highly responsible operational and administrative capacity supporting Relationship Officers and Banking Center leadership in achieving loan production, portfolio management, and client service goals. This role regularly exercises independent judgment and discretion in coordinating loan workflow activities, prioritizing multiple transactions and deadlines, reviewing loan documentation for accuracy and compliance with approved credit structures, resolving operational issues, and facilitating communication between internal and external business partners.

Responsibilities include preparing and reviewing loan files for completeness and accuracy, coordinating with loan documentation teams, managing post-close follow-up activities, overseeing loan exception tracking and portfolio reporting, and coordinating third-party reports including appraisals, title work, environmental investigations, insurance documentation, flood searches, and UCC filings. This role also supports construction lending activities, loan disbursements, collateral releases, payoff preparation, and loan servicing functions while maintaining accurate loan records and ensuring adherence to bank policies, procedures, and regulatory requirements.

The Senior Relationship Assistant functions as a key operational resource within the Banking Center and is expected to demonstrate professionalism, confidentiality, analytical ability, initiative, and sound decision-making while managing multiple priorities and supporting efficient lending operations.

Minimum Requirements: This position requires the following educational and/or job experience

• High school diploma or equivalent
• 3+ years of banking, commercial lending, or loan operations experience
• Experience reviewing loan documentation and coordinating loan processing activities
• Experience managing multiple priorities in a fast-paced operational environment
• Strong organizational skills and attention to detail

Desired Skills: Ideal candidates for this position should possess some or all of the following skills:

• 5+ years of commercial or small business lending support experience
• 3+ years of lending documentation or loan administration experience
• Strong understanding of commercial loan documentation, collateral, and portfolio management processes
• Ability to exercise independent judgment and discretion with confidential financial information
• Strong work ethic and ability to complete work accurately and efficiently
• Ability to think logically in order to analyze situations and make sound decisions
• Strong oral and written communication skills with the ability to clearly and concisely articulate issues
• Ability to handle multiple tasks simultaneously
• Capacity to work with multiple computer and software systems
• Proficient in Microsoft Office applications including Outlook, Word, Excel, and PowerPoint

We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly, and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:

• We are committed to our core value of meritocracy and supporting our associates in growing within their role
• Must be able to sit at a desk and work at a computer for extended periods of time
• Must be able to work in a fast-paced environment while managing multiple priorities simultaneously

In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks.

The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or associate requiring reasonable accommodation to perform any essential job function, should contact Human Resources. The Bank's policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. The Bank is proud to be a drug-free workplace.

Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. Selected candidate(s) for hire must complete the following prior to employment: a criminal history report, global screen, drug screen, employment credit report and if applicable, a driving record. Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.