Full-Time

Senior Loan Associate

Deadline 8/31/26
First Western Trust

First Western Trust

201-500 employees

Custom private banking and wealth management

Compensation Overview

$30.29 - $43.27/hr

+ Bonus Potential

H1B Sponsorship Available

Boulder, CO, USA

In Person

On-site in Boulder, CO; no remote option.

Bachelor's

Category
Finance & Banking (1)
Required Skills
Excel/Numbers/Sheets

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Requirements
  • Bachelor’s degree or equivalent work experience.
  • 3–5 years of experience in banking, lending, credit, or a professional development program (PDP).
  • NMLS required upon hire.
  • Proficiency in Microsoft Office Suite, with exceptional Excel skills.
  • Strong written and verbal communication skills with a focus on client service and relationship management.
  • Ability to organize, prioritize, multitask, and follow through independently in a fast-paced environment.
  • Experience serving high-net-worth individuals and collaborating across departments.
Responsibilities
  • Support Relationship Bankers by coordinating loan applications, approvals, and closings while managing related documentation and client communication.
  • Serve as an additional point of contact for clients, helping to deliver service aligned with client segment standards and maintaining strong relationships.
  • Oversee general administration and maintenance of the loan portfolio, including renewals, extensions, annual reviews, and compliance tracking.
  • Manage construction loans within the Profit Center (PC), including draw processes, third-party inspections, title coordination, and completion oversight.
  • Monitor and address past due loans, maturing credits, file exceptions, and covenant requirements to ensure portfolio health and compliance.
  • Assist with client onboarding, service requests, sales support materials, and cross-departmental collaboration to enhance overall client experience.
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

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Simplify Jobs

Simplify's Take

What believers are saying

  • Q2 2026 net interest margin rose to 2.90%, up 9 basis points sequentially.
  • Average noninterest-bearing deposits increased to $365.3 million, lowering funding costs.
  • April 2026 repurchase authorization and Fed non-objection signal capital confidence.

What critics are saying

  • July 2026 efficiency ratio stayed high at 74.0%, limiting earnings leverage.
  • Net income fell to $5.7 million in Q2 2026 from $6.2 million sequentially.
  • A prolonged deposit war could crush margins and challenge MYFW’s franchise economics.

What makes First Western Trust unique

  • First Western Trust targets Western U.S. HNW clients with private bank and trust services.
  • July 2026 assets under management reached $7.28 billion, reinforcing its wealth platform.
  • May 2026 Jackson Hole hire deepened Wyoming trust capabilities and estate-planning expertise.

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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