First Western
Senior Loan Associate
Boulder, CO · Senior · Full-time
Sponsorship not specified$30k-$43kDetected 21 days ago
CRMExcelCustomer SupportLeadershipCommunicationCollaborationMicrosoft Office
About the role
- You'll act as a critical connection point between Relationship Bankers, clients, and internal teams, helping ensure loan portfolio health, timely service, and an exceptional client experience.
- This role is ideal for someone who thrives in a dynamic, fast-paced environment and brings initiative, attention to detail, and a strong customer service mindset.
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.
- Manage construction loans within the Profit Center (PC), including draw processes, third-party inspections, title coordination, and completion oversight.
- Assist with client onboarding, service requests, sales support materials, and cross-departmental collaboration to enhance overall client experience.
- Sponsorship and support for obtaining professional certifications.
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.
- Ability to organize, prioritize, multitask, and follow through independently in a fast-paced environment.
- Experience serving high-net-worth individuals and collaborating across departments.
- Strong written and verbal communication skills with a focus on client service and relationship management.
Nice to have
- Experience working with banking and credit software
- CRM experience preferred.
Compensation
- Applications should be submitted for consideration no later 07/31/2026.
- You're an experienced banking professional with a strong understanding of credit, lending, and client servicing-especially within the high-net-worth space.
- You're detail-oriented, naturally organized, and thrive in dynamic, fast-paced environments.
- Multitasking comes easily, and you're comfortable working independently while staying aligned with the team.
- You enjoy building strong relationships with clients and internal stakeholders and pride yourself on delivering exceptional service and support.
- If you're ready to bring a proactive, self-starter mindset to a role where client satisfaction and operational excellence go hand in hand-this role is for you.
Benefits
- Competitive base salary: $30.29 - $43.27/HR, plus strong bonus potential.
- Paid parking and transportation benefits.
- Comprehensive health and wellness benefits, including:
- Health savings accounts (HSA)
- Flexible spending accounts (FSA)
- Medical, dental, and vision coverage
- Generous paid time off and bank holidays.
Company info
- At First Western Trust, we're more than just a financial institution-we're a team of forward-thinkers committed to excellence, innovation, and impact.
- Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.
- We celebrate each other's successes, welcome new ideas, and take personal ownership in everything we do.
- A genuine desire to positively impact our clients, communities, and one another drives our work.
- We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients.
- Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect.
- Whether you're just beginning your journey or bringing years of experience, you'll find a welcoming community where your contributions are valued and your potential is boundless.
- We expect our people to:
- Demand and reward excellence.
- Take action and responsibility.
- Collaborate, communicate openly, and give/receive feedback with trust.
- Go above and beyond to do what's right-always.
- If that sounds like you, you'll fit right in.
- Learn more at myfw.com or email Talent.Management@myfw.com.
Equal opportunity
- Employer
- First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact Talent.Management@myfw.com.
- Region A Pay Range
- Pay Range
Visa & Work Authorization
- Sponsorship and support for obtaining professional certifications.
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This listing is sourced directly from First Western's careers page and normalized into a canonical job model.