Talent.com
Loan Associate
Loan AssociateFirst Western • Phoenix, AZ, United States
serp_jobs.error_messages.no_longer_accepting
Loan Associate

Loan Associate

First Western • Phoenix, AZ, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Loan Associate

Location : Phoenix, AZ (In-Office)

Job Type : Full-Time Non-Exempt

Salary : $22.94 - $32.02 / HR

  • Actual offer will be based on experience, location, education, and / or skills

Applications should be submitted for consideration no later than 12 / 28 / 2025.

Who We're Looking For

You're detail-oriented and service-driven, with a solid foundation in loan support and a passion for helping clients succeed. From preparing loan files to monitoring past dues and covenants, you're someone who keeps processes organized and accurate.

You bring a team-first mindset, strong communication skills, and a client-focused approach to every interaction-whether it's with a colleague or a client. If you're eager to grow your lending knowledge and support a high-performing Relationship Banking team, this role is for you.

About the Role

The Loan Associate plays a critical role in supporting the full lifecycle of loans after origination. This role handles a wide range of operational tasks, including loan boarding, funding, payment processing, collateral tracking, and paid loan documentation.

Working independently under general supervision, you'll prioritize daily workflows, ensure accuracy across systems, and serve as a resource to peers through training and cross-coverage support. Your ability to manage multiple priorities while maintaining strong attention to detail will drive consistency across the loan servicing process.

What You'll Do

  • 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.
  • What You Bring

  • 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; CRM experience preferred.
  • 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.
  • What We Offer

  • Competitive base salary : $22.94 - $32.02 / HR , plus strong bonus potential.
  • 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.
  • A culture of collaboration, continuous improvement, and shared success.
  • Who We Are

    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 B Pay Range

    Pay Range

    $22.94-$32.02 USD

    serp_jobs.job_alerts.create_a_job

    Loan Associate • Phoenix, AZ, United States

    Job_description.internal_linking.related_jobs
    Loan Closer

    Loan Closer

    Efinity Mortgage • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    Are you a skilled mortgage closer with a strong customer service approach? If so, we are looking for you to join our well-established lending team. We are seeking an experienced mortgage closer to h...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Reverse Mortgage Originator Development Program

    Reverse Mortgage Originator Development Program

    Mutual of Omaha Mortgage • Phoenix, AZ, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    This is a great opportunity to launch your career into the reverse mortgage industry with our 12-month development program. Come join the winning team, with over 100 years of success and stability.W...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Mortgage Loan Officer

    Mortgage Loan Officer

    Client Direct Mortgage • Phoenix, AZ, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    The Best RevShare & only Company Commission Cap Lender in the Industry "Take your hand out of my pocket” is the ideology that lenders for decades have continuously gauged commission from ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Consumer Direct Mortgage Loan Officer

    Consumer Direct Mortgage Loan Officer

    Carrington • Chandler, AZ, United States
    serp_jobs.job_card.full_time
    Come join our amazing team and work in our Chandler, AZ Office!.Our Retail Loan Officer functions as a Consumer Direct inside sales mortgage originator and advises customers of all their mortgage o...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Loan Officer

    Loan Officer

    Guild • Chandler, AZ, United States
    serp_jobs.job_card.full_time
    As a mortgage banking firm, we are dedicated to serving the homeowner / buyer.Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Loan Originator

    Loan Originator

    Mission Loans • Phoenix, AZ, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Our customer-centric team is changing the home lending game with fierce loyalty and a dedication to delivering an extraordinary home loan experience. We empower our team members by engaging and imme...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Loan Officer

    Loan Officer

    Caliver Beach Mortgage, LLC • Chandler, AZ, United States
    serp_jobs.job_card.full_time
    Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you.Become your...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Branch Mortgage Loan Officer

    Branch Mortgage Loan Officer

    Desert Financial Credit Union • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    The Branch Mortgage Loan Officer (BMLO) will originate loans primarily sourced from their designated branch territory.They are also expected to partner with branch and market managers to help drum ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Mortgage Loan Officer

    Mortgage Loan Officer

    First State Bank of St Charles, MO • Scottsdale, AZ, United States
    serp_jobs.job_card.full_time
    First State Bank is seeking an experienced Mortgage Loan Officer at our Scottsdale location.If you have Mortgage Lending experience then you may be a great fit!. Full Time benefits will apply, inclu...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Consumer Direct Mortgage Loan Officer Non-Agency

    Consumer Direct Mortgage Loan Officer Non-Agency

    Carrington Holding Company, LLC • Chandler, AZ, United States
    serp_jobs.job_card.full_time
    Come join our amazing team and work in our Chandler, AZ Office!.Our Consumer Direct Mortgage Loan Officer Non-Agency is responsible for selling Non-QM and other mortgages and adhering to company gu...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Mortgage Loan Officer

    Mortgage Loan Officer

    Jamie Grayem • Chandler, AZ, United States
    serp_jobs.job_card.full_time
    We are seeking a proactive and client-focused.In this role, you will be a crucial point of contact for new and existing clients, providing expert guidance on a variety of lending solutions.This is ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Mortgage Loan Officer Assistant

    Mortgage Loan Officer Assistant

    Efinity Mortgage Careers • Phoenix, Arizona, US
    serp_jobs.job_card.full_time
    We are looking for a skilled mortgage loan officer assistant to join our top-producing team and assist our mortgage loan origination officers. This position requires a unique mix of sales and custom...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Mortgage Loan Officer

    Mortgage Loan Officer

    PNC • Scottsdale, AZ, United States
    serp_jobs.job_card.full_time
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Loan Officer

    Loan Officer

    Cornerstone Capital Bank • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    Team Members, Clients, Shareholders, Communities, and the People who provide services to us.We're searching for a Loan Officer who's driven by relationships and results. You're the advisor clients t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Mortgage Loan Originator

    Mortgage Loan Originator

    Phoenix Staffing • Phoenix, AZ, US
    serp_jobs.job_card.full_time
    UMB's mortgage team was started in 2013 when UMB made the decision to bring the entire mortgage process in-house.UMB's mortgage team has a wealth of knowledge due to it being comprised of many asso...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Loan Officer

    Loan Officer

    TEKsystems • Tempe, AZ, United States
    serp_jobs.job_card.permanent
    Loan Officer - Unlimited Earnings Potential •Are you driven by success, motivated by money, and ready to dominate in sales? •. This is not just another job-it's a career path where your effort direct...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Loan Officer - Refi

    Loan Officer - Refi

    Prosperity Home Mortgage • Scottsdale, AZ, United States
    serp_jobs.job_card.full_time
    We are looking for passionate people, who are eager to learn and strive to be successful.Culture is our foundation and why our clients prefer working with our top-notch Loan Officers.We work extrem...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Mortgage Loan Officer Assistant

    Mortgage Loan Officer Assistant

    Truwest Credit Union • Tempe, AZ, United States
    serp_jobs.job_card.full_time
    Live your best (work) life at TruWest Credit Union!.Do you like knowing what tomorrow will bring? And the day after? And the day after that? Same, us too! At TruWest, we offer steady work schedules...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted