Loan Associate at First Western Trust in Phoenix, AZ

Summary: First Western Trust is a financial institution committed to excellence and innovation, seeking a Loan Associate to support the loan lifecycle. This role involves managing operational tasks such as loan boarding, funding, and payment processing while ensuring accuracy and providing support to the Relationship Banking team. 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 Required Qualifications: - 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 - Strong attention to detail, accuracy, and organizational skills - Excellent verbal and written communication skills - High initiative and follow-through, with a strong customer service mindset - Ability to prioritize and complete tasks independently and collaboratively - Demonstrated ability to resolve routine problems using established procedures and escalate issues when necessary - Capable of navigating multiple internal relationships and working productively with peers, Relationship Bankers, credit, and operations teams - Some external client contact on routine matters Preferred Qualifications: - CRM experience preferred Required Skills: Loan support, Microsoft Office Suite Important Skills: Banking systems, Credit software Nice-to-Have Skills: Customer service mindset Benefits: Sponsorship and support for obtaining professional certifications., 401(k) plan with employer match, 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, Access to training and professional development programs, Sponsorship and support for obtaining professional certifications