Loan Tracking Specialist

First Western; Denver (CO); On-site; USD 38,572 - 46,838; Full time

Benefits offered by this job

401(k) plan with employer match

Paid parking

Health, dental, and vision coverage

Health savings accounts (HSA)

Flexible spending accounts (FSA)

Paid time off

Training and certifications

Career development programs

Sponsorship for professional certs

Job summary

First Western Trust is seeking a Loan Tracking Specialist to oversee day-to-day loan documentation across our commercial banking portfolio. You’ll use the Loan Origination System (LOS) and automation tools to manage document workflows, coordinate with Relationship Bankers, and ensure timely collection of borrower financials and compliance items.

From renewals through audits, your work safeguards credit quality and supports bankers in building client relationships.

Qualifications

• High school diploma or GED required; bachelor’s degree preferred.
• 0–3 years of experience in loan operations, documentation tracking, or banking support.
• Strong knowledge of loan administration and document control standards.
• Proficiency navigating LOS platforms; BakerHill experience a plus.
• Excellent organization, attention to detail, and communication skills.
• Client service orientation and risk awareness with sound escalation judgment.

Responsibilities

• Manage and resolve tracking item workflows using the Loan Origination System (LOS) and automation tools.
• Collect, verify, and organize borrower documentation such as financial statements, tax returns, and rent rolls.
• Collaborate with Relationship Bankers to prioritize backlog items and elevate overdue documentation.
• Maintain audit-ready files and support compliance reviews with up-to-date reporting.
• Prepare documentation packets for upcoming loan maturities as part of the renewal pipeline.
• Identify process improvement opportunities to enhance documentation accuracy and workflow efficiency.

Skills

Detail oriented

Documentation tracking

Communication skills

Banking support

Education

High school diploma or GED

Bachelor's degree preferred

Tools

LOS

BakerHill

Job description

Salary

$28.37 - $34.14 per hour, actual offer based on experience, location, education, and/or skills.

Applications should be submitted no later than 07/31/2026.

Who We’re Looking For

You’re a detail-oriented operations professional who thrives in a fast-paced, documentation-heavy environment. You bring a strong sense of ownership, a service-first mindset, and the ability to manage complex tracking workflows with precision. Whether coordinating with Relationship Bankers, collecting borrower documents, or ensuring compliance readiness, you’re someone who can juggle multiple priorities without losing sight of deadlines. You’re a clear communicator, a confident problem-solver, and someone who takes pride in being the backbone of operational efficiency. If you’re looking for a role where your accuracy and follow-through directly support a high-performing commercial lending team—this role is for you.

About the Role

As a Loan Tracking Specialist, you’ll play a critical role in the day-to-day oversight of loan documentation across our commercial banking portfolio. You’ll leverage automation tools and our Loan Origination System (LOS) to manage document workflows, coordinate with Relationship Bankers, and ensure timely collection of borrower financials and compliance items. From tracking renewals to supporting audits, your work helps safeguard our credit quality, maintain regulatory readiness, and empower our bankers to focus on client relationships.

What You’ll Do

• Manage and resolve tracking item workflows using the Loan Origination System (LOS) and automation tools.
• Collect, verify, and organize borrower documentation such as financial statements, tax returns, and rent rolls.
• Collaborate with Relationship Bankers to prioritize backlog items and elevate overdue documentation.
• Maintain audit-ready files and support compliance reviews with up-to-date reporting.
• Prepare documentation packets for upcoming loan maturities as part of the renewal pipeline.
• Identify process improvement opportunities to enhance documentation accuracy and workflow efficiency.

What You Bring

• High school diploma or GED required; bachelor’s degree preferred.
• 0–3 years of experience in loan operations, documentation tracking, or banking support functions.
• Strong knowledge of loan administration and document control standards.
• Proficiency navigating LOS platforms; BakerHill experience a plus.
• Excellent organization, attention to detail, and communication skills.
• Client service orientation and risk awareness with sound escalation judgment.

What We Offer

• 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.

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.

• 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.

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].