Top Benefits
About the role
Loan Tracking Specialist
Location: Denver, CO (In-Office) Job Type: Full-Time Non-Exempt Salary: $28.37 - 34.14/HR Actual offer will be based on experience, location, education, and/or skills Applications should be submitted for consideration no later 08/31/2026.
Who We’re Looking For You’re a detail-oriented operations professional who thrives in a fast-paced, documentation-heavy environment. You bring a strong sense of ownership, a service-first mindset, and the ability to manage complex tracking workflows with precision. Whether coordinating with Relationship Bankers, collecting borrower documents, or ensuring compliance readiness, you're someone who can juggle multiple priorities without losing sight of deadlines. You’re a clear communicator, a confident problem-solver, and someone who takes pride in being the backbone of operational efficiency. If you're looking for a role where your accuracy and follow-through directly support a high-performing commercial lending team—this role is for you.
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.
What You’ll Do
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.
What You Bring
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. Client service orientation and risk awareness with sound escalation judgment.
What We Offer
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.
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 A Pay Range
Pay Range $28.37—$34.14 USD
Not the right fit? Search for Loan Tracking Specialist jobs in Quinte West, Ontario, Canada
About First Western
We are the trusted expert that wealth creators in the West turn to at every stage of their financial journey – bringing private banking sophistication, deep community roots, and one integrated team together to serve them across generations.
We offer the following personalized financial services: Private Banking, Commercial Banking, Depository Solutions (Member FDIC); and Wealth Planning, Investment Management, Insurance, and Trust and Estates service (Trust, estate planning, insurance, and investment products are not a deposit, not FDIC insured, not insured by any federal government agency, not guaranteed, subject to investment risks, including possible loss of the principal amount invested and may go down in value. Any information and research contained herein do not represent a recommendation of investment advice to buy or sell stocks or any financial instrument nor is it intended as an endorsement of any security or investment, and it does not constitute an offer or solicitation to buy or sell any securities or investment services. This content is for informational purposes only and does not constitute legal or tax advice. Please consult your legal or tax advisor for specific guidance tailored to your situation. First Western Trust Bank cannot provide tax advice.)
Similar Jobs
Top Benefits
About the role
Loan Tracking Specialist
Location: Denver, CO (In-Office) Job Type: Full-Time Non-Exempt Salary: $28.37 - 34.14/HR Actual offer will be based on experience, location, education, and/or skills Applications should be submitted for consideration no later 08/31/2026.
Who We’re Looking For You’re a detail-oriented operations professional who thrives in a fast-paced, documentation-heavy environment. You bring a strong sense of ownership, a service-first mindset, and the ability to manage complex tracking workflows with precision. Whether coordinating with Relationship Bankers, collecting borrower documents, or ensuring compliance readiness, you're someone who can juggle multiple priorities without losing sight of deadlines. You’re a clear communicator, a confident problem-solver, and someone who takes pride in being the backbone of operational efficiency. If you're looking for a role where your accuracy and follow-through directly support a high-performing commercial lending team—this role is for you.
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.
What You’ll Do
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.
What You Bring
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. Client service orientation and risk awareness with sound escalation judgment.
What We Offer
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.
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 A Pay Range
Pay Range $28.37—$34.14 USD
Not the right fit? Search for Loan Tracking Specialist jobs in Quinte West, Ontario, Canada
About First Western
We are the trusted expert that wealth creators in the West turn to at every stage of their financial journey – bringing private banking sophistication, deep community roots, and one integrated team together to serve them across generations.
We offer the following personalized financial services: Private Banking, Commercial Banking, Depository Solutions (Member FDIC); and Wealth Planning, Investment Management, Insurance, and Trust and Estates service (Trust, estate planning, insurance, and investment products are not a deposit, not FDIC insured, not insured by any federal government agency, not guaranteed, subject to investment risks, including possible loss of the principal amount invested and may go down in value. Any information and research contained herein do not represent a recommendation of investment advice to buy or sell stocks or any financial instrument nor is it intended as an endorsement of any security or investment, and it does not constitute an offer or solicitation to buy or sell any securities or investment services. This content is for informational purposes only and does not constitute legal or tax advice. Please consult your legal or tax advisor for specific guidance tailored to your situation. First Western Trust Bank cannot provide tax advice.)