First Western Trust · 1 week ago
Loan Servicing Analyst II
First Western Trust is a forward-thinking financial institution committed to excellence and innovation. The Loan Servicing Analyst II plays a critical role in supporting the full lifecycle of loans after origination, handling operational tasks such as loan boarding, funding, and payment processing while ensuring accuracy and efficiency.
BankingFinancial ServicesRetirementWealth Management
Responsibilities
Prioritize and manage daily loan servicing workflows to meet service-level agreements (SLAs), deadlines, and quality standards
Input loan information and fund new loans using the Bank’s core system and CRM, ensuring accuracy of terms, schedules, and documentation
Process loan payments, payoffs, and maintenance requests across consumer and commercial portfolios with precision and timeliness
Receive, review, and track original loan documents; maintain documentation logs and monitor outstanding items
Record and update collateral and insurance tracking, including filing UCCs and recording security documents in accordance with procedures
Collaborate with peers and management to support daily task coverage, share knowledge, and contribute to training and process improvements across the team
Qualification
Required
Bachelor's degree in business administration, finance, or accounting, or equivalent professional experience
3–5 years of experience in loan servicing or related operations
Intermediate proficiency in Microsoft Word and Excel
Familiarity with lending systems and core banking platforms
Strong attention to detail, time management, and ability to prioritize multiple tasks
Demonstrated ability to work independently, follow through, and meet deadlines with minimal supervision
Proven problem-solving skills with the ability to identify issues, offer solutions, and take initiative
Strong communication and interpersonal skills; able to collaborate effectively across teams
Experience providing peer support or training in a team environment
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.
H1B Sponsorship
First Western Trust has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2023 (2)
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
Company data provided by crunchbase