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*

Final date to receive applications: 03/31/2026

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.

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.

• 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.

• 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 elevate 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.

• 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.

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…