Mortgage Loan Support Lead

First Western is seeking a Mortgage Loan Support Lead to join our team!

Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.

As a Mortgage Loan Support Lead at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Mortgage Services team to deliver comprehensive solutions that exceed client expectations.

If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.

What You Will Do:

• Train mortgage-related administrative tasks for assigned MLO/Processor as-needed, including gathering and organizing required loan documentation from borrowers and referral partners.
• Proactively train borrower income, credit and asset documentation and loan processing requirements for Underwriting Submission.
• Act as overflow Processor when needs arise.
• Train to review real estate purchase contracts for specific transaction details including but not limited to transfer taxes/fees, seller credits, relevant contract deadlines and signatures and summarize and communicate details to assigned MLO.
• Responsible for maintaining and updating mortgage origination and processing procedures, job aids and training materials at the direction of the Senior Vice President of Residential Mortgage Operations.
• Responsible for training and ongoing assistance for Encompass disclosure procedures and process including review of system generated fees and disclosures to ensure accuracy and completeness prior to release of initial disclosure package to borrower(s).
• Maintain current knowledge of lending environment, regulations, and internal policies and procedures.
• Practice First Line of Defense to protect First Western Trust, ("the Bank") and its clients from fraud and theft of assets or information which includes utilizing available security measures to protect client and Company Non-Public Information;

What You Bring:

• Proficient in Microsoft Office Suite, with exceptional Excel skills
• Experience working with Encompass LOS
• Strong mathematical and analytical skills
• Excellent written and verbal communication skills
• Ability to organize, prioritize, and follow-through
• Strong customer service and relationship-based sales skills
• Experience working with all types of net-worth individuals

Education Level Education Details Required/Preferred
Bachelor's Degree Or equivalent work experience Preferred

Experience Level Experience Details Required/Preferred
3-5 years Experience in mortgage lending business Required

License/Certification Details Time Frame Required/Preferred
NMLS Within 1 year of hire Preferred

What You Receive:

At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.

Pay Range: $30.53 - $45.92/HR

Job Classification:Full-Time Non-Exempt

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

- 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
- Health & Wellness Benefits
- Paid Time-Off+ Bank Holidays

Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/

Questions? Contact us at Talent.Management@myfw.com

First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.

First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com.