Full-Time

SVP – Senior Commercial Lender

Posted on 11/3/2025

First Western Trust

First Western Trust

201-500 employees

Custom private banking and wealth management

Compensation Overview

$149.4k - $224.1k/yr

+ Bonus

Phoenix, AZ, USA

In Person

Category
Finance & Banking (1)
Requirements
  • Bachelor’s degree in business or related experience
  • 10–15 years of business development or client development experience
  • 5–7 years of commercial lending and/or underwriting experience
  • Proficiency in Microsoft Office Suite, with exceptional Excel skills
  • Familiarity with banking and credit software
  • Experience with CRM systems
  • Strong mathematical and analytical skills
  • High initiative, follow-through, and ability to work independently and with a team
  • Excellent written and verbal communication skills
  • Strong organizational skills with the ability to prioritize and manage multiple tasks
  • Experience working with high-net-worth individuals
  • NMLS registration upon hire
Responsibilities
  • Lead production efforts across loans, deposits, and assets under management, setting referral goals in alignment with annual office targets.
  • Drive new client acquisition and expand existing relationships through daily calling activity, retention outreach, prospecting, and joint coaching calls.
  • Manage the Commercial Lending team capacity and performance by segment, delegating effectively and using sales and service metrics to inform workload.
  • Oversee associate onboarding, recruitment, coaching, career pathing, and retention to build a high-performing, growth-focused team.
  • Ensure pipeline discipline, accurate forecasting, and CRM best practices while guiding opportunities from application through approval and onboarding—including reviewing and releasing underwriting and credit analysis.
  • Maintain oversight of portfolio administration and compliance, including pricing guidance, relationship reviews, loan tracking, covenant monitoring, collateral exceptions, and documentation standards.
  • Expand client relationships by introducing new product strategies and reducing attrition, while partnering with internal experts in wealth planning, investment management, trust, and depository services to build comprehensive financial solutions.

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