Senior Loan Associate

First Western Trust; Boulder (CO); On-site; USD 41,727 - 59,608; 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

Paid time off and bank holidays

Training and professional development

Job summary

First Western Trust in Boulder, CO is seeking a Senior Loan Associate to coordinate loan documentation, manage pipeline activity, and assist with closings for new and existing clients. You’ll connect Relationship Bankers with clients and internal teams to sustain portfolio health and a superior client experience.

The role emphasizes initiative, attention to detail, and collaborative service in a fast-paced environment, with in-office requirements and a competitive compensation package.

Qualifications

• Bachelor’s degree or equivalent work experience required.
• 3–5 years of banking, lending, credit, or PDP experience.
• NMLS required upon hire.
• Proficiency in Microsoft Office with exceptional Excel skills.
• Experience with banking and credit software; CRM experience preferred.
• Strong written and verbal communication with client service focus.
• Ability to organize, prioritize, multitask, and work independently.

Responsibilities

• Coordinate loan applications, approvals, and closings; manage related documentation and client communication.
• Serve as the main contact for clients to deliver service aligned with segment standards and maintain relationships.
• Oversee administration and maintenance of the loan portfolio, including renewals and annual reviews with compliance tracking.
• Manage construction loans within the Profit Center, including draws, inspections, title coordination, and completion oversight.
• Monitor past due loans, maturing credits, file exceptions, and covenant compliance to ensure portfolio health.
• Assist with client onboarding, service requests, and cross-departmental collaboration to enhance client experience.

Skills

Strong communication skills

Client service

Multitasking

Organizational skills

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

Excel

CRM software

Job description

Location

Location: Boulder, CO (In-Office)

Job Type

Job Type: Full-Time Non-Exempt

Salary

Salary: $30.29 - $43.27/HR *Actual offer will be based on experience, location, education, and/or skills*

Who We’re Looking For

You’re an experienced banking professional with a strong understanding of credit, lending, and client servicing—especially within the high-net-worth space. You're detail-oriented, naturally organized, and thrive in dynamic, fast-paced environments. Multitasking comes easily, and you're comfortable working independently while staying aligned with the team. You enjoy building strong relationships with clients and internal stakeholders and pride yourself on delivering exceptional service and support. If you’re ready to bring a proactive, self-starter mindset to a role where client satisfaction and operational excellence go hand in hand—this role is for you.

About the Role

As a Senior Loan Associate, you’ll support the credit and lending process by coordinating loan documentation, managing pipeline activity, and assisting with loan closings for new and existing clients. You’ll act as a critical connection point between Relationship Bankers, clients, and internal teams, helping ensure loan portfolio health, timely service, and an exceptional client experience. This role is ideal for someone who thrives in a dynamic, fast-paced environment and brings initiative, attention to detail, and a strong customer service mindset.

What You’ll Do

• Support Relationship Bankers by coordinating loan applications, approvals, and closings while managing related documentation and client communication.
• Serve as an additional point of contact for clients, helping to deliver service aligned with client segment standards and maintaining strong relationships.
• Oversee general administration and maintenance of the loan portfolio, including renewals, extensions, annual reviews, and compliance tracking.
• Manage construction loans within the Profit Center (PC), including draw processes, third-party inspections, title coordination, and completion oversight.
• Monitor and address past due loans, maturing credits, file exceptions, and covenant requirements to ensure portfolio health and compliance.
• Assist with client onboarding, service requests, sales support materials, and cross-departmental collaboration to enhance overall client experience.

What You Bring

• Bachelor’s degree or equivalent work experience.
• 3–5 years of experience in banking, lending, credit, or a professional development program (PDP).
• NMLS required upon hire.
• Proficiency in Microsoft Office Suite, with exceptional Excel skills.
• Experience working with banking and credit software; CRM experience preferred.
• Strong written and verbal communication skills with a focus on client service and relationship management.
• Ability to organize, prioritize, multitask, and follow through independently in a fast-paced environment.
• Experience serving high-net-worth individuals and collaborating across departments.

What We Offer

• Competitive base salary: $30.29 - $43.27/HR, plus strong bonus potential.
• 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.

We expect our people to:

• 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].

Region A Pay Range

Pay Range: $30.29 USD - $43.27 USD