Loan Servicing Analyst II jobs in United States
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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
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H1B Sponsor Likelynote

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

Loan servicing experienceMicrosoft ExcelLending systems familiarityMicrosoft WordPeer support experienceAttention to detailTime managementProblem-solving skillsCommunication skillsInterpersonal skills

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

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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 Company
Total Funding
$46.98M
2022-12-05Post Ipo Debt· $20M
2020-12-09Post Ipo Debt· $10M
2020-03-17Post Ipo Debt· $8M

Leadership Team

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Julie Courkamp
President and Chief Operating Officer
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Alex McDougall
Regional President
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Company data provided by crunchbase