First Western Trust · 23 hours ago
Mortgage Loan Support Lead
First Western is seeking a Mortgage Loan Support Lead to join our team. In this role, you will help high-net-worth clients achieve their financial goals by working closely with the Mortgage Services team and delivering comprehensive solutions.
BankingFinancial ServicesRetirementWealth Management
Responsibilities
Train mortgage-related administrative tasks for assigned MLO/Processor as-needed, including gathering and organizing required loan documentation from borrowers and referral partners
Proactively train borrower income, credit and asset documentation and loan processing requirements for Underwriting Submission
Act as overflow Processor when needs arise
Train to review real estate purchase contracts for specific transaction details including but not limited to transfer taxes/fees, seller credits, relevant contract deadlines and signatures and summarize and communicate details to assigned MLO
Responsible for maintaining and updating mortgage origination and processing procedures, job aids and training materials at the direction of the Senior Vice President of Residential Mortgage Operations
Responsible for training and ongoing assistance for Encompass disclosure procedures and process including review of system generated fees and disclosures to ensure accuracy and completeness prior to release of initial disclosure package to borrower(s)
Maintain current knowledge of lending environment, regulations, and internal policies and procedures
Practice First Line of Defense to protect First Western Trust, (“the Bank”) and its clients from fraud and theft of assets or information which includes utilizing available security measures to protect client and Company Non-Public Information
Qualification
Required
Proficient in Microsoft Office Suite, with exceptional Excel skills
3-5 Years Experience In Mortgage Lending Business
Strong mathematical and analytical skills
Excellent written and verbal communication skills
Ability to organize, prioritize, and follow-through
Strong customer service and relationship-based sales skills
Experience working with all types of net-worth individuals
Preferred
Bachelor's Degree Or Equivalent Work Experience
NMLS Within 1 Year Of Hire
Experience working with Encompass LOS
Benefits
Strong Bonus Potential
401(k) Plan with Match
Paid Parking/Transportation Benefits
Access to Training & Professional Development Programs
Sponsorship for Obtaining Professional Certifications
Flex Spending Accounts
Health Savings Account
Health & Wellness Benefits
Paid Time-Off+ Bank Holidays
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