Loan Operations & Client Service Specialist

First Western Trust; Vail (CO); On-site; USD 34,000 - 45,000; Full time

Benefits offered by this job

Competitive base salary

401(k) plan

Paid parking

Health and wellness benefits

Paid time off

Professional development

Certification sponsorship

Collaborative culture

Job summary

First Western Trust is seeking a detail-oriented Loan Associate to support the full lifecycle of loans after origination. This in-office role involves loan boarding, funding, payment processing, collateral tracking, and paid documentation, with independent work under supervision and cross-coverage support.

You will prioritize daily workflows, ensure data accuracy across systems, and assist peers through training and collaboration, contributing to a high-performing Relationship Banking team.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• 0–3 years of experience in banking, lending, credit, or related development program.
• Proficiency in Microsoft Office Suite, particularly Excel.
• Familiarity with banking systems and credit software; CRM experience preferred.

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 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

Attention to detail

Customer service

Organizational skills

Communication skills

Education

Bachelor’s degree or equivalent

Tools

Excel

CRM

Banking systems

Job description

First Western Trust is seeking a detail-oriented Loan Associate to support the full lifecycle of loans after origination. This in-office role involves loan boarding, funding, payment processing, collateral tracking, and paid documentation, with independent work under supervision and cross-coverage support.

You will prioritize daily workflows, ensure data accuracy across systems, and assist peers through training and collaboration, contributing to a high-performing Relationship Banking team.