Associate Director, Credit Documentation & Workout Strategy (CDWS)

First Western is seeking an Associate Director, Credit Documentation & Workout Strategy (CDWS) 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 an Associate Director, Credit Documentation & Workout Strategy (CDWS) 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 Legal & Governance 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:

• Own and maintain standard loan documentation language, forms, and templates, including LaserPro expertise.
• Decide on changes, exceptions, or edits to loan documentation, including Escrow and Deposit Account Control Agreements.
• Manage the credit legal requisition process, oversee related legal services, and oversee the recovery legal expense budget.
• Ensure proper collateral position, documentation, and lien perfection for complex and specialty loan closings.
• Enforce the follow-up on collateral and documentation issues identified in pre- and post-closing processes.
• Develop and conduct best practice training and educational seminars.
• Provide expertise and transfer knowledge on loan structuring and collateral coverage.
• Create and maintain checklists and procedures for credit process aspects, including client due diligence.
• Lead loan workout strategy, credit oversight, and resolution of non-performing loans, including guidance for relationship managers.

What You Bring:

• Understanding of credit analysis, financial restructuring, and risk management
• Problem-solving, analytical skills and familiarity with banking software systems
• Good negotiation and communication skills (verbal and written)
• Thorough knowledge of loan documentation
• Knowledge of legal and bankruptcy remedies
• Accurate keyboarding skills, strong Microsoft skills

Education Level Education/Degree Details Required or Preferred

Bachelor's Degree Business, Finance, Accounting, Economics, or a related field Required

Experience Length Experience Details Required or Preferred

7-10 years Demonstrated legal understanding of loan documentation, negotiation, and problem loan resolution Preferred

7-10 years Commercial lending, loan workouts, credit risk, or distressed assets 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: $121,000 - $194,000/YR

Job Classification:Full-Time 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.