First Western Trust
Jeremy Kline is an experienced banking professional with a strong background in mortgage processing and customer service. Currently serving as a Bank Operations Analyst at First Western Trust since March 2022, Jeremy previously held roles at Zions Bancorporation as a Mortgage Loan Processor and at City National Bank as a Senior Mortgage Loan Processor. Key responsibilities included managing mortgage applications, ensuring compliance with regulations, and overseeing customer interactions. Before these positions, Jeremy worked at American Founders Bank in various roles, including Retail Operations Associate and Customer Service Representative II, where duties encompassed account management, audits, and fraud prevention. Jeremy holds a Bachelor of Science in Economics from the University of Kentucky, awarded in 2013.
First Western Trust
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First Western Trust strives to be the best private bank and trust company for the Western wealth management client, providing comprehensive tailored solutions and access to a local team of experts. With over $6 billion in affiliated assets under management or advice, First Western offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. Built specifically for the new economies of the West, the firm has offices in Arizona, California, Colorado and Wyoming.