First Western Trust · 2 days ago
Director, Lending
First Western Trust is seeking a Director of Lending to join their team. The role involves setting the direction for lending products, working closely with the Banking team to deliver solutions for high-net-worth clients, and overseeing the Lending Portfolio Management team to enhance client experiences.
BankingFinancial ServicesRetirementWealth Management
Responsibilities
Set the direction for our lending products by understanding client needs, market trends, and competitors, making sure our products help bankers win new business
Work closely with Relationship Bankers and Sales leaders to keep deals moving, solve bottlenecks, and provide support on loan structures and product options
Review loan portfolio data to spot growth opportunities, cross‑sell potential, and early risk trends that could impact clients or sales
Lead the Lending Portfolio Management team so bankers receive fast, accurate support that improves the client experience and frees them to focus on selling
Improve the loan process and our technology systems, including Baker Hill, so loans move from application to closing more quickly and smoothly
Coordinate with Credit, Operations, and Risk to align on decisions and make sure our lending strategy supports both business growth and safe banking practices
Oversee key specialty lending areas, like construction loans, appraisals, and swaps, ensuring bankers have timely, clear information to support client conversations and close opportunities
Qualification
Required
Bachelor's Degree Finance or Business degree or related field
10-15 years Lending and Portfolio Management w/ credit analysis experience
Knowledge of Lending products
Knowledge of Credit basics
Knowledge of Loan operations
Knowledge of Market trends
Knowledge of Competitor insights
Knowledge of Loan systems
Knowledge of Construction lending
Knowledge of Appraisal process
Knowledge of Swap basics
Clear communication skills
Problem solving skills
Data analysis skills
Team leadership skills
Coaching skills
Process improvement skills
Project management skills
Strategic thinking skills
Ability to build relationships
Ability to lead through change
Ability to manage priorities
Ability to make decisions
Ability to spot opportunities
Ability to stay organized
Ability to drive results
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.
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
2026-01-23
legacy.thefly.com
2026-01-23
2026-01-22
Company data provided by crunchbase