First Western Trust · 4 days ago
Mortgage Loan Originator
First Western Trust is a forward-thinking financial institution committed to excellence and innovation. They are seeking a Mortgage Loan Originator who will be responsible for originating first mortgage loans and developing relationships with referral partners to support new business growth.
BankingFinancial ServicesRetirementWealth Management
Responsibilities
Originate first mortgage loans for sale to the secondary market and meet individual annual sales goals, aligned with office sales targets
Develop and maintain a referral network through prospecting, cold-calling, networking, and participating in community outreach efforts that promote First Western and homeownership
Spend more than 50% of your working time away from the office engaging in activities to solicit new mortgage loan business
Provide exceptional customer service by managing loan transactions through processing and closing, and effectively communicating updates to all parties, including Realtors and referral partners
Respond to all inquiries and referrals within 24 hours
Meet with applicants either face-to-face or over the phone to determine the appropriate loan programs and products
Analyze applicants’ financial information, including income and credit history, and complete preliminary qualification for loan programs
Present complete loan applications and supporting documentation to the operations team within 72 hours
Complete initial and subsequent loan disclosures with accuracy and in compliance with TILA, RESPA, and MDIA regulations
Meet volume goals as set by the sales management team
Attend all sales meetings and complete required training
Stay up to date with mortgage regulations, policies, and procedures, ensuring compliance with all applicable laws
Protect First Western Trust and its clients by utilizing security measures to prevent fraud and theft of assets or information
Participate in periodic fraud and loss prevention training and adhere to best practices to protect company assets and information
Qualification
Required
Bachelor's degree or equivalent work experience
1-3 years of recent residential mortgage lending experience within a bank environment
Proficient in Microsoft Office Suite, with a strong understanding of CRM tools, loan origination systems, and loan pricing engines
Solid understanding of mortgage regulatory requirements, including the SAFE Act, Dodd-Frank, HMDA, TILA, RESPA, ECOA, Fair Lending, and the Fair Housing Act
Proven ability to cultivate and maintain a quality referral network through prospecting, networking, and community outreach
Strong analytical skills with the ability to analyze complex financial data and income calculations
Ability to manage loan transactions from processing through closing, providing excellent customer service and communication
Detail-oriented with the ability to work independently and collaboratively within an operations team
Ability to work on complex issues, exercising judgment in selecting methods, techniques, and evaluation criteria for obtaining results
Ability to meet critical deadlines and work in a paperless environment
NMLS required upon hire
Benefits
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.
Company
First Western Trust
We cater to the distinct needs of high-net-worth individuals, families, entrepreneurs, and business owners, offering a deeply personal and sophisticated financial experience.
Funding
Current Stage
Public CompanyTotal Funding
$46.98M2022-12-05Post Ipo Debt· $20M
2020-12-09Post Ipo Debt· $10M
2020-03-17Post Ipo Debt· $8M
Recent News
2025-11-10
2025-10-25
First Western Financial, Inc.
2025-10-24
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