Loan Operations Associate

First Western Trust; Vail (CO); On-site; USD 35,000 - 49,000; Full time

Benefits offered by this job

401(k) plan with employer match

Paid parking and transportation

Health and wellness benefits (HSA, FSA

Medical, dental, and vision coverage

Generous paid time off

Training and professional development

Certification sponsorship

Culture of collaboration

Job summary

First Western Trust in Vail, CO is seeking a Loan Associate to support the full lifecycle of loans after origination, including loan boarding, funding, and payment processing. The role requires meticulous organizational skills and a client-focused mindset.

You will work with Relationship Bankers and Loan Operations to ensure accurate booking, funding, and ongoing portfolio maintenance, while tracking due dates and renewals. Strong Excel and banking systems familiarity are valued.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• 0–3 years of banking, lending, credit experience.
• Proficiency in Microsoft 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 customer service mindset.
• Ability to prioritize and complete tasks independently and collaboratively.
• Demonstrated ability to navigate internal relationships with peers, Relationship Bankers, credit, and operations teams.

Responsibilities

• 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.

Skills

Excel proficiency

Attention to detail

Communication

Organizational skills

Customer service mindset

Teamwork

Prioritization

Problem solving

Education

Bachelor’s degree

Tools

CRM systems

Credit software

Microsoft Office Suite

Job description

First Western Trust in Vail, CO is seeking a Loan Associate to support the full lifecycle of loans after origination, including loan boarding, funding, and payment processing. The role requires meticulous organizational skills and a client-focused mindset.

You will work with Relationship Bankers and Loan Operations to ensure accurate booking, funding, and ongoing portfolio maintenance, while tracking due dates and renewals. Strong Excel and banking systems familiarity are valued.