Loan Tracking Specialist
About the role
As a Loan Tracking Specialist, you’ll play a critical role in the day-to-day oversight of loan documentation across our commercial banking portfolio. You'll leverage automation tools and our Loan Origination System (LOS) to manage document workflows, coordinate with Relationship Bankers, and ensure timely collection of borrower financials and compliance items. From tracking renewals to supporting audits, your work helps safeguard our credit quality, maintain regulatory readiness, and empower our bankers to focus on client relationships.
Responsibilities
- Manage and resolve tracking item workflows using the Loan Origination System (LOS) and automation tools.
- Collect, verify, and organize borrower documentation such as financial statements, tax returns, and rent rolls.
- Collaborate with Relationship Bankers to prioritize backlog items and escalate overdue documentation.
- Maintain audit-ready files and support compliance reviews with up-to-date reporting.
- Prepare documentation packets for upcoming loan maturities as part of the renewal pipeline.
- Identify process improvement opportunities to enhance documentation accuracy and workflow efficiency.
Requirements
- A high school diploma or GED required; bachelor’s degree preferred.
- 0–3 years of experience in loan operations, documentation tracking, or banking support functions.
- Strong knowledge of loan administration and document control standards.
- Proficiency navigating LOS platforms; BakerHill experience a plus.
- Excellent organization, attention to detail, and communication skills.
- A client service orientation and risk awareness with sound escalation judgment.
Qualifications
- High school diploma or GED required; bachelor’s degree preferred.
- 0–3 years of experience in loan operations, documentation tracking, or banking support functions.
- Strong knowledge of loan administration and document control standards.
- Proficiency navigating LOS platforms; BakerHill experience a plus.
- Excellent organization, attention to detail, and communication skills.
- A client service orientation and risk awareness with sound escalation judgment.
Skills
- Strong organizational and attention to detail skills.
- Effective communication and problem-solving abilities.
- Experience with loan administration and document control standards.
- Proficiency in navigating Loan Origination System (LOS) platforms.
- Ability to manage multiple tasks and prioritize effectively.
Benefits
- Competitive base salary: $28.37 - 34.14/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.
Pay
Pay Range: $28.37 USD - $34.14 USD
Schedule
In-office position.
Who We Are
We are 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.
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.