Loan Associate at First Western Financial, Inc. in Scottsdale, Arizona

Job Description:

About First Western Trust.

First Western's mission is to be the best private bank for the western wealth managementclient. We believe that each of our clients shares our entrepreneurial spirit and values our sophisticated, high-touch wealth management services that are tailored to meet their specific needs. We provide a trusted adviser platform with an established approach to investment management through a branded network of boutique private trust bank offices located across Colorado, Arizona, Wyoming and California.

Headquartered in Denver, Colorado, we provide a fully integrated suite of wealth management services on a private trust bank platform, which includes a comprehensive selection of deposit, loan, trust, wealth planning and investment management products and services.

You can find us trading on the NASDAQ Global Select Market under the symbol "MYFW."

Your Potential at First Western Trust

Are you looking or a career in banking? Do you enjoy solving problems and working through challenges? Do you have a passion for analyzing financial data and providing value through recommendations? Do you want to be part of a culture of growth?

Great! If you are ready to join a growing team within our Scottsdale team, apply now! We are looking for highly motivated, detail oriented, self-starters for a great career opportunity.

Pay Range: $58,000 - $72,000/year, based on experience
Classification: Full-time, Non-Exempt
Application Close Date: April 15th, 2021, subject to change at the discretion of First Western's Talent Management Team

Job Responsibilities:

Associate must work well in a dynamic, fast paced environment, where multitasking and prioritizing tasks is essential. Associate must be comfortable in a change environment where products, services, and processes are ever evolving. Must be a self-starter and comfortable performing essential job functions independently.

• Responsible for the general administration and maintenance of the loan portfolio.


• Monitors past due report, maturing loans, file exceptions, and covenants requirements.


• Assist with loan closing documentation, client packets, loan renewals, and onboarding of clients.


• Assists clients with day to day customer service requests including general account inquiries, loan advances, and payments requests.


• Connects with team members across multiple departments, specifically private banking, loan operations, credit, and compliance.


• Ensures client satisfaction through contact and maintenance of the relationship

Required Skills & Experience:

• Bachelor's Degree in Business or related field


• 4+ years of experience in banking, lending, and/or credit


• Proficient in Microsoft Office, with exceptional Excel skills


• CRM experience preferred


• Strong organizational skills and high attention to detail

Looking to take your career to the next level?First Western is not only offering a competitive salary to start and full health (dental, vision) benefits, but also the following:

- 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
- Paid Time-Off + Bank Holidays

Ready to Apply? Please submit your resume and cover letter and answer the questions below. A member from our Talent Acquisition team will be in touch with you shortly should they determine your qualifications are fit for the role.

Interested in learning more and seeing how we connect? Visit us today at:https://myfw.com/careers/

First Western will accommodate applicants with disabilities who need help applying for a position. Contact TalentManagement@myfw.com for assistance.

First Western Financial, Inc. is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our associates. Equal Opportunity Employer including disabilities / vets.