Loan Operations Specialist

First Western; Vail (CO); On-site; USD 34,000 - 50,000; Full time

Benefits offered by this job

401(k) match

Paid parking

Health benefits (medical, dental, + HS

PTO & holidays

Training & certifications

Job summary

First Western Trust in Colorado is seeking a Loan Associate to support the full lifecycle of loans after origination, from loan boarding and funding to payment processing and portfolio maintenance. You will work independently, prioritize workflows, and ensure data accuracy while helping peers with training and cross-coverage.

The role requires a bachelor’s degree or equivalent, 0–3 years in banking or lending, strong Excel skills, CRM familiarity, and excellent communication.

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.
• 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.

Responsibilities

• Gather due diligence documents and materials; help prepare credit files and supporting documentation.
• Prepare closing packages in coordination with Relationship Bankers.
• Ensure accurate booking and funding of new loans; support ongoing maintenance of loan portfolio.
• Track past due loans, annual reviews, maturing loans, and renewals with timely follow-up.
• Respond to client requests including loan advances and payment inquiries.
• Assist with presentations and materials for onboarding new clients and planning efforts.

Skills

Attention to detail

Communication

Organization

Time management

Education

Bachelor’s degree or equivalent

Tools

Microsoft Excel

CRM

Job description

First Western Trust in Colorado is seeking a Loan Associate to support the full lifecycle of loans after origination, from loan boarding and funding to payment processing and portfolio maintenance. You will work independently, prioritize workflows, and ensure data accuracy while helping peers with training and cross-coverage.

The role requires a bachelor’s degree or equivalent, 0–3 years in banking or lending, strong Excel skills, CRM familiarity, and excellent communication.