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Loan Associate

at First Western Financial in Denver, Colorado, United States

Job Description

First Western is seeking an Loan Associate to join our team!
Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.
As a Loan Associate at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Denver team to deliver comprehensive solutions that exceed client expectations.
If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.
What You Will Do:
Provides administrative support to Relationship Banker by coordinating loan application, progression through approval, and closings.
Responsible for the general administration and maintenance of the loan portfolio, including assistance in loan renewals and extensions and completing annual loan reviews.
Monitors past due report, maturing loans, file exceptions, and covenants requirements.
Assist with loan closing documentation, client packets, sales presentations, and onboarding of clients.
Assists clients with day-to-day customer service requests including general account inquiries, loan advances, and payments requests.
Connects with team members across multiple departments, specifically private banking, loan operations, credit, and compliance.
Ensures client satisfaction through contact, maintenance of the relationship, and identifying other potential bank products to help solve client needs.
Support loan product strategies and initiatives as appropriate.
Assist with new associate training and onboarding as requested.
What You Bring:
Proficient in Microsoft Office Suite, with exceptional Excel skills
Experience working with banking and credit software
Experience with CRM preferred
Excellent written and verbal communication skills
Ability to organize, prioritize, and follow-through
Strong customer service skills
Experience working with high net-worth individuals
Detail-oriented, organized, and able to multitask
Self-starter
Provide highest level of client service and follow-through
Connects with clients regularly to determine their needs
Education Level Education Details Required/Preferred
Bachelor's Degree Or equivalent work experience Required
Experience Level Experience Details Required/Preferred
0-3 years Banking, lending and/or credit, or PDP Required
License/Certification Details Time Frame Required/Preferred
NMLS Upon Hire Required
What You Receive:
At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.
Pay Range: $25.48 - $35.58/HR
Job Classification: Full-Time Non-Exempt
*Actual offer will be based on experience, location, education, and/or skills*
- Strong Bonus Potential
- 401(k) Plan with Match
- Paid Parking/Transportation Benefits
- Access to Training & Professional Development Programs
- Sponsorship for Obtaining Professional Certifications
- Flex Spending Accounts
- Health Savings Account
- Health & Wellness Benefits
- Paid Time-Off+ Bank Holidays
Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/

Questions? Contact us at Talent.Management@myfw.com

First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.
First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com.

Region A Pay Range
Pay Range
$25.48-$35.58 USD

First Western Financial, Inc. is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our associates. EOE/AA Minority/Female/Disabled/Veteran

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Job Posting: 6515614

Posted On: May 25, 2024

Updated On: May 25, 2024

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