Full-Time

Loan Associate

Posted on 12/12/2025

First Western Trust

First Western Trust

201-500 employees

Custom private banking and wealth management

Compensation Overview

$25.49 - $35.58/hr

+ Bonus Potential

Denver, CO, USA

In Person

Category
Finance & Banking (1)
Required Skills
Excel/Numbers/Sheets
Requirements
  • 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.
  • Excellent verbal and written communication skills.
  • Strong attention to detail, accuracy, and organizational skills.
  • High initiative and follow-through, with a strong customer service mindset.
  • Ability to prioritize and complete tasks independently and collaboratively.
  • Capable of navigating multiple internal relationships and working productively with peers, Relationship Bankers, credit, and operations teams. Some external client contact on routine matters.
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.
Desired Qualifications
  • CRM experience preferred

First Western Trust provides customized private banking, commercial banking, wealth planning, and investment management for high-net-worth individuals, families, entrepreneurs, and business owners. Its private and commercial banking services are offered through First Western Trust Bank, FDIC insured, with equal housing lender status. Wealth management and investment services carry FDIC Not insured and not guaranteed by the bank, with the possibility of losing value. The product suite works by combining personal banking, credit and cash management with tailored investment strategies, fiduciary guidance, and integrated wealth planning to meet each client’s financial goals. The company differentiates itself through highly personalized service and bespoke solutions that unite banking and wealth management under one roof for a select client base. Its goal is to provide a deeply personal, sophisticated financial experience while helping clients protect and grow their wealth over time.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Denver, Colorado

Founded

2002

Simplify Jobs

Simplify's Take

What believers are saying

  • Teton acquisition expands to 18 offices across four states including California.
  • Reber Russell merger boosted assets under management over $1 billion in 2006.
  • Julie Courkamp promoted to President and COO in September 2025.

What critics are saying

  • Integration of Teton diverts management attention from core operations.
  • Competitive factors in Colorado, Arizona, Wyoming erode market position.
  • Economic downturns shrink high-net-worth client lending opportunities.

What makes First Western Trust unique

  • ConnectView integrates banking, wealth management, and well-being services holistically.
  • Tailored trust solutions preserve family legacies in Western communities.
  • Digital platform streamlines client access via email, phone, and appointments.

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Benefits

Strong Bonus Potential

401(k) Company 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

INACTIVE