Loan Operations Specialist

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

Benefits offered by this job

401(k) match

Paid parking

HSA & FSA

Medical/dental/vision coverage

PTO & holidays

Training & development

Certifications sponsorship

Collaborative culture

Job summary

First Western Trust is seeking a Loan Associate to support the full lifecycle of loans after origination. The role covers loan boarding, funding, payment processing, collateral tracking, and documentation, with independent work under supervision to prioritize daily workflows and train peers.

The ideal candidate has a bachelor's degree or equivalent, 0–3 years in banking or lending, and strong Excel and CRM skills.

Qualifications

• 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 elevate issues when necessary.
• Capable of navigating multiple internal relationships and working productively 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

Attention to detail

Communication skills

Customer service mindset

Education

Bachelor's degree or equivalent

Tools

Microsoft Excel

CRM software

Banking systems

Job description

First Western Trust is seeking a Loan Associate to support the full lifecycle of loans after origination. The role covers loan boarding, funding, payment processing, collateral tracking, and documentation, with independent work under supervision to prioritize daily workflows and train peers.

The ideal candidate has a bachelor's degree or equivalent, 0–3 years in banking or lending, and strong Excel and CRM skills.