We are First Western Trust.
Individually, we are entrepreneurs, advisors, art collectors, and more. Together, we are a team with a mission to be the best. We find ways to share and celebrate excellent work; we are prepared to go above and beyond to do what's right; we work with purpose; we create new solutions that allow us to deliver better value; we expect and invite honesty from others; and we seek to understand before being understood.
This is who we are, how we work, what we believe, and what we expect.
Want to join a talented, creative group of professionals? First Western is hiring an experienced Relationship Banker II - Lending for our Fort Collins office.
Summary of Job:
Administrates and manages loan portfolios while supporting the rest of the lending team in their efforts to introduce new and existing clients to the wealth management approach of First Western Financial. Possesses the ability to generate additional business through existing and new clients, using consultative selling.
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.
Essential Job Responsibilities:
Contributes to profit center production goals including loans, deposits and assets under management; individual annual production goal to be assigned in conjunction with the annual office sales goals.
Responsible for identifying and introducing new clients to the firm.
Facilitates loan requests for new and existing client relationships; manages loans through the approval process by acting as a liaison between support groups.
Monitors and administrates loan portfolios including borrowing bases, covenant tracking, collateral exceptions, loan documentation, and loan requests.
Knowledge of complex cash flow and credit analysis, appraisal policy, and collateral, including borrowing bases and performance triggers.
Manages construction, commercial and industrial, and commercial real estate deals.
Learns from other financial professionals' expertise in wealth planning, investment management, trust and depository services, and then applies this comprehensive knowledge to further develop client portfolios.
Maintain current knowledge of and comply with all applicable laws and regulations, policies and procedures.
Must maintain NMLS membership for the length of employment.
Other duties as assigned
Bachelor's degree in business or related experience. RMA or Omega level training preferred
2-5 years of experience in a client-facing lending role. Underwriting experience preferred
Proficient in Microsoft Office Suite, with exceptional Excel skills; experience working with banking and credit software; experience with CRM preferred
Strong mathematical skills; high initiative and follow-through; ability to work independently and with a team; excellent written and verbal communications skills; able to organization, prioritize and multi-task; self-starter
Experience working with high net-worth individuals
Provide excellent customer service to new and existing clients related to lending guidance; integral team member of the profit center sales team
Administrate loan portfolios including covenant tracking, collateral exceptions, loan documentation and less complex loan requests
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
Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/ourcareers/ ( https://myfw.com/ourcareers/ )
Questions? Contact us at HumanCapital@myfw.com ( HumanCapital@myfw.com )
First Western Financial, Inc. is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our associates. EOE/AA Minority/Female/Disabled/Veteran