Apply on Employer Site

First Western Trust · 3 days ago

Loan Associate

Denver, CO

Full-time

Onsite

New Grad, Entry Level

$25/hr - $35/hr

0+ years exp

First Western Trust is a forward-thinking financial institution committed to excellence and innovation. The Loan Associate 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 in the loan servicing process.

BankingFinancial ServicesRetirementWealth Management

H1B Sponsor Likely

Responsibilities

Gather due diligence documents and application materials; help prepare credit files and supporting documentation for new and renewed loan opportunities

Compile and organize file-appropriate approval documents and assist in preparing closing packages in coordination with Relationship Bankers

Partner with Loan Operations to ensure accurate booking and funding of new loans, and support ongoing maintenance of the loan portfolio

Track past due loans, annual reviews, maturing loans, and renewals; ensure data accuracy and timely follow-up on outstanding items

Respond to client requests, including loan advances, account updates, and payment inquiries

Assist with preparation of presentations and materials for onboarding new clients and supporting Relationship Banker planning efforts

Qualification

Loan support experienceMicrosoft Office SuiteBanking systems familiarityCredit software knowledgeCustomer service mindsetCommunication skillsAttention to detailOrganizational skills

Required

Bachelor's degree or equivalent professional experience

0–3 years of experience in banking, lending, credit, or a related development program

Proficiency in Microsoft Office Suite, particularly Excel

Familiarity with banking systems and credit software; CRM experience preferred

Strong attention to detail, accuracy, and organizational skills

Excellent verbal and written communication skills

High initiative and follow-through, with a strong customer service mindset

Ability to prioritize and complete tasks independently and collaboratively

Demonstrated ability to resolve routine problems using established procedures and escalate issues when necessary

Capable of navigating multiple internal relationships and working productively with peers, Relationship Bankers, credit, and operations teams. Some external client contact on routine matters

Preferred

CRM experience preferred

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.

Founded in 2002

Denver, Colorado, USA

201-500 employees

https://myfw.com/

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)