Loan Associate

Socket.dev; Vail (CO); On-site; USD 35,000 - 49,000; Full time

Benefits offered by this job

Competitive base salary

401(k) with employer match

Paid parking

Health and wellness benefits

Training and certifications

Collaborative culture

Job summary

First Western Trust in Vail, CO is seeking a Loan Associate to support the full loan lifecycle after origination. You will handle loan boarding, funding, payment processing, collateral tracking, and documentation with accuracy and independence.

You will work with Relationship Bankers and other teams to manage workflows, respond to client requests, and assist with onboarding and planning for clients. This role prioritizes detail and collaboration.

Qualifications

• Bachelor's degree or equivalent professional experience.
• 0–3 years of experience in banking, lending, credit, or related programs.
• Proficiency in Microsoft Excel.
• Familiarity with banking systems and credit software; CRM experience preferred.
• Strong attention to detail and organizational skills.
• Excellent verbal and written communication.
• High initiative and customer-service mindset.
• Ability to prioritize and complete tasks independently and collaboratively.
• Ability to navigate internal relationships effectively.

Responsibilities

• Gather due diligence documents and materials for new and renewed loan opportunities.
• Prepare and organize file-appropriate approval documents and closing packages with Relationship Bankers.
• Coordinate with Loan Operations to book and fund new loans and maintain the portfolio.
• Track past-due loans, annual reviews, and renewals with timely follow-up.
• Respond to client requests including loan advances and account updates.
• Prepare presentations for onboarding new clients and support Relationship Banker planning.

Skills

Bachelor's degree

0–3 years experience

Excel

CRM experience

Banking systems

Attention to detail

Communication skills

Initiative

Prioritization

Team collaboration

Education

Bachelor's degree or equivalent

Tools

Excel

CRM software

Banking systems

Job description

Loan Associate

Location: Vail, CO (In-Office)

Job Type: Full-Tim Non-Exempt

Salary: $25.49 - $35.58/HR *Actual offer will be based on experience, location, education, and/or skills*

Applications should be submitted for consideration no later 08/31/2026.

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Who We’re Looking For

You’re detail-oriented and service-driven, with a solid foundation in loan support and a passion for helping clients succeed. From preparing loan files to monitoring past dues and covenants, you’re someone who keeps processes organized and accurate. You bring a team-first mindset, strong communication skills, and a client-focused approach to every interaction—whether it's with a colleague or a client. If you’re eager to grow your lending knowledge and support a high-performing Relationship Banking team, this role is for you.

About the Role

The Loan Associate plays a critical role in supporting the full lifecycle of loans after origination. This role handles a wide range of operational tasks, including loan boarding, funding, payment processing, collateral tracking, and paid loan documentation. Working independently under general supervision, you’ll prioritize daily workflows, ensure accuracy across systems, and serve as a resource to peers through training and cross-coverage support. Your ability to manage multiple priorities while maintaining strong attention to detail will drive consistency across the loan servicing process.

What You’ll Do

• Gather due diligence documents and application materials; help prepare credit files and supporting documentation for new and renewed loan opportunities.
• Compile and organize file-appropriate approval documents and assist in preparing closing packages in coordination with Relationship Bankers.
• Partner with Loan Operations to ensure accurate booking and funding of new loans, and support ongoing maintenance of the loan portfolio.
• Track past due loans, annual reviews, maturing loans, and renewals; ensure data accuracy and timely follow-up on outstanding items.
• Respond to client requests, including loan advances, account updates, and payment inquiries.
• Assist with preparation of presentations and materials for onboarding new clients and supporting Relationship Banker planning efforts.

What You Bring

• Bachelor’s degree or equivalent professional experience.
• 0–3 years of experience in banking, lending, credit, or a related development program.
• Proficiency in Microsoft Office Suite, particularly Excel.
• Familiarity with banking systems and credit software; CRM experience preferred.
• Strong attention to detail, accuracy, and organizational skills.
• Excellent verbal and written communication skills.
• High initiative and follow-through, with a strong customer service mindset.
• Ability to prioritize and complete tasks independently and collaboratively.
• Demonstrated ability to resolve routine problems using established procedures and escalating issues when necessary.
• Capable of navigating multiple internal relationships and working productively with peers, Relationship Bankers, credit, and operations teams. Some external client contact on routine matters.

What We Offer

• Competitive base salary: $25.49 - $35.58/HR, plus strong bonus potential.
• 401(k) plan with employer match.
• Paid parking and transportation benefits.
• Comprehensive health and wellness benefits, including:
  • Health savings accounts (HSA)
  • Flexible spending accounts (FSA)
  • Medical, dental, and vision coverage
• Generous paid time off and bank holidays.
• Access to training and professional development programs.
• Sponsorship and support for obtaining professional certifications.
• A culture of collaboration, continuous improvement, and shared success.

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Who We Are

At First Western Trust, we’re more than just a financial institution—we’re a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.

We celebrate each other’s successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients.

Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you’re just beginning your journey or bringing years of experience, you’ll find a welcoming community where your contributions are valued and your potential is boundless.

We expect our people to:

• Demand and reward excellence.
• Take action and responsibility.
• Collaborate, communicate openly, and give/receive feedback with trust.
• Go above and beyond to do what’s right—always.

If that sounds like you, you’ll fit right in.

Learn more at myfw.com or email [e-mail].

Equal Opportunity Employer

First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact [e-mail].

Region A Pay Range

Pay Range

$25.49—$35.58 USD