• Define and execute the national sales strategy for the dental vertical • Target, prospect, and close Enterprise-level accounts • Collaborate with Product and Risk teams to refine lending criteria • Establish, monitor, and report on vertical-specific KPIs • Act as the connective tissue between high-level strategy and boots-on-the-ground execution

Role Description You're a driven and customer-focused professional with a passion for originating first mortgage loans and building strong referral networks. With a consultative approach, you excel at managing relationships and promoting First Western’s products and services to potential clients and partners. You're self-motivated, thrive in a dynamic environment, and are committed to delivering exceptional customer service. If you're looking for a role where you can directly contribute to business growth and help clients achieve homeownership, this is a fit for you. As a Mortgage Loan Officer, you'll be responsible for originating first mortgage loans and developing relationships with referral partners to support new business growth. Your role will involve working independently, spending a significant portion of your time outside the office engaging with clients and referral partners. You’ll ensure smooth loan transactions by overseeing each step and communicating effectively with all parties involved. By meeting sales goals, providing superior customer service, and maintaining knowledge of mortgage regulations, you'll help drive First Western's success in the mortgage lending market. If you're passionate about building client relationships and promoting mortgage products, this is your opportunity. Qualifications - Bachelor’s degree or equivalent work experience. - 1-3 years of recent residential mortgage lending experience within a bank environment. - Proficient in Microsoft Office Suite, with a strong understanding of CRM tools, loan origination systems, and loan pricing engines. - Solid understanding of mortgage regulatory requirements, including the SAFE Act, Dodd-Frank, HMDA, TILA, RESPA, ECOA, Fair Lending, and the Fair Housing Act. - Proven ability to cultivate and maintain a quality referral network through prospecting, networking, and community outreach. - Strong analytical skills with the ability to analyze complex financial data and income calculations. - Ability to manage loan transactions from processing through closing, providing excellent customer service and communication. - Detail-oriented with the ability to work independently and collaboratively within an operations team. - Ability to work on complex issues, exercising judgment in selecting methods, techniques, and evaluation criteria for obtaining results. - Ability to meet critical deadlines and work in a paperless environment. - NMLS required upon hire. Requirements - Originate first mortgage loans for sale to the secondary market and meet individual annual sales goals, aligned with office sales targets. - Develop and maintain a referral network through prospecting, cold-calling, networking, and participating in community outreach efforts that promote First Western and homeownership. - Spend more than 50% of your working time away from the office engaging in activities to solicit new mortgage loan business. - Provide exceptional customer service by managing loan transactions through processing and closing, and effectively communicating updates to all parties, including Realtors and referral partners. - Respond to all inquiries and referrals within 24 hours. - Meet with applicants either face-to-face or over the phone to determine the appropriate loan programs and products. - Analyze applicants’ financial information, including income and credit history, and complete preliminary qualification for loan programs. - Present complete loan applications and supporting documentation to the operations team within 72 hours. - Complete initial and subsequent loan disclosures with accuracy and in compliance with TILA, RESPA, and MDIA regulations. - Meet volume goals as set by the sales management team. - Attend all sales meetings and complete required training. - Stay up to date with mortgage regulations, policies, and procedures, ensuring compliance with all applicable laws. - Protect First Western Trust and its clients by utilizing security measures to prevent fraud and theft of assets or information. - Participate in periodic fraud and loss prevention training and adhere to best practices to protect company assets and information. Benefits - Competitive base salary: Commission Only, 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.

Role Description We are seeking a highly organized and customer-focused Sales Support Representative to work directly with a Regional Sales Representative. This role is designed to streamline the sales process by managing pre-sale activity, handling quotes and follow-ups, and serving as a key point of contact for customers during the sales cycle. The ideal candidate is a motivated individual who truly loves the sales environment. You will take ownership of critical support tasks, allowing the sales representative to focus on building relationships and driving new business. We are looking for a proactive, driven, and intuitive problem solver who can anticipate needs and navigate challenges independently. Key Responsibilities - Sales & Customer Support - Prepare and manage customer quotes from start to finish. - Follow up on open quotes and customer inquiries via phone and email. - Serve as the primary point of contact for assigned accounts during the sales process. - Assist customers with product selection and pricing strategies. - Account Coordination - Support the Regional Sales Representative in managing and growing key accounts. - Maintain consistent, high-quality communication with customers to ensure timely responses. - Coordinate internally across departments as needed to support the sales process. - Order & Process Management - Ensure all transaction details, including pricing, product specifications, and delivery timelines, are accurate. - Manage inbound leads and route them appropriately within the team. - Maintain meticulous CRM records and account notes. - Assist in the creation of proposals and sales materials. Qualifications - 2+ years of proven experience in a sales or sales support role. - Highly proficient in English (written and verbal). - Advanced skills in Microsoft Excel and Google Sheets. - Fully proficient across the Google Workspace and Microsoft Office suites. - A proactive and driven "self-starter" with an intuitive approach to problem-solving. - A genuine motivation for sales and a desire to contribute to a high-performing revenue team. Requirements - Work remotely Monday - Friday, 40 hours a week (no weekends). Benefits - Vacation: 10 business days a year. - Holidays: 5 National Holidays a year. - Company Holidays: 5 Company Holidays a year (Christmas Eve, Christmas Day, New Year's Eve, New Year's Day, Zipdev Day). - Parental Leave. - Health Care Reimbursement. - Active Lifestyle Reimbursement. - Quarterly Home Office Reimbursement. - Payroll Deduction Purchase Plans. - Longevity Bonus. - Continuous Learning Bonus. - Access to Training and Professional Development Platforms.

• Reports to: Chief Commercial Officer • Location: Remote (U.S.-based; proximity to a major airport preferred) • Travel: Up to 30% • Own and manage the national relationship, contract, and joint business plan for each of the following key corporate distribution partners: Ben E. Keith, Gordon Food Service (GFS), US Foods, Performance Food Group (PFG), IMA – Harbor Foods, Nicholas Foods. • Lead annual joint business planning and quarterly business reviews at the corporate level. • Negotiate pricing, programs, rebates, deviations, and promotional funding structures. • Drive distribution point expansion, new-item acceptance, and category leadership at corporate HQs. • Ensure consistent representation, pricing, and compliance across all operating companies, divisions, and geographies of each partner. • Serve as Schweid & Sons' corporate lead and primary point of contact for various Foodservice buying groups, including: Frosty Acres, UniPro Foodservice, Golbon. • Manage the National Accounts RSM, setting strategy, goals, KPIs, and account assignments.