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Relationship Manager C&I jobs in United States
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Alpine Bank · 16 hours ago

Relationship Manager C&I

Alpine Bank is seeking a Relationship Manager to work closely with Loan Officers and bank customers to manage and enhance customer relationships. The role involves liaising between officers and lending personnel, preparing loan documentation, and providing administrative support to ensure successful loan processing.
BankingFinancial ServicesInsuranceVenture Capital

Responsibilities

Acts as liaison between location officers and back office lending personnel, including booking new loans and renewals
Understands commercial relationships and loan officer requirements, communicate as appropriate with customer, and gather all necessary information and documentation for new loan requests, renewals and modifications
Prepares the weekly past due, overdraft and maturing loan lists and assist in the collection of past due loans
Analyzes and prepares commercial loan packets and manage the process through to closure
Provides administrative assistance to commercial, consumer and branch loan officers
Prepares appropriate loan disbursement entries (cashier’s checks, deposit, wire transfer etc.) on signing date, in coordination with loan disbursement instructions provided by Loan Processor
Works with Title Companies and Loan Admins as needed to clear requirements and complete closing
Successfully manages Loan Document exceptions, working with lenders and clients as needed for resolution
Reviews Loan Documents prior to closing
Communicates with customers as needed for payment collection
Successfully serves as a key contact point for bank customers and collects monthly and annual financial statements from them
Manage sofficer pipeline opportunities and support follow-up/outreach
Works with CSR’s to establish requested/required deposit accounts
Regular and reliable on-site attendance is required
Performs other duties as assigned

Qualification

Banking compliance regulationsCommercial loan processingCustomer serviceAdobe proficiencyMicrosoft Office proficiencyOral communicationWritten communicationProblem solvingCritical thinkingDetail orientedAdaptability

Required

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
Proficient in identifying, evaluating, and reviewing required loan and financial documentation
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
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
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

Preferred

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

Company

Alpine Bank

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Alpine Bank is a bank providing banking, wealth management, and mortgage services.

Funding

Current Stage
Public Company
Total Funding
$125M
2025-11-24Post Ipo Debt· $75M
2020-06-11Debt Financing· $50M
2019-06-28IPO

Leadership Team

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Jennifer Hawley
Vice President and Trust Officer
Company data provided by crunchbase