Summary
The Commercial Support Coordinator serves as an ongoing contact for clients, helping them collect and complete any necessary documents through the loan process. The role also supports internal parties through a client’s loan origination, renewal and/or periodic portfolio management. The ideal candidate will have knowledge of commercial loan processes, due diligence, and loan documentation, will be skilled in communicating effectively with external and internal clients, and operates in an organized and efficient manner.
Responsibilities
- Engage with commercial clients as an additional contact point with a focus on facilitating loan origination and servicing requests
- Create, maintain and verify relationship and collateral records in the Bank’s loan origination system
- Support the Bank’s Lending Team by preparing loan closing needs lists and gathering customer information, such as entity documentation, background searches, and insurance documentation
- Order initial due diligence documents such as UCC searches, Title work, and flood searches in preparation for loan closings
- Coordinate with Loan Administration creation of internal or attorney prepared loan documentation and review draft documentation with the Lending and/or SBA teams prior to closing
- Compile and image entity docuemnts within the Bank’s loan origination system
- Maintain a working knowledge of Commercial Loan due diligence, risk management requirements, and loan policy and procedure
- Act as a liaison between Commercial clients and internal departments for servicing needs on their accounts and loans
- Other duties as assigned
Qualifications
- Bachelor’s Degree preferred; High School Diploma or GED required
- Minimum of 2-5 years of experience in a commercial banking department, although a combination of related experience and education may meet requirements
- Experience with the nCino Loan Origination System is preferred
- Experience with a broad range of commercial loan products, including Commercial Real Estate, Commercial and Industrial (C&I) lending, and SBA Lending is preferred
- Strong written and verbal communication skills
- A positive and collaborative approach with both peers and management
- Versatility, flexibility, and a willingness to work on consistently changing priorities with enthusiasm
- Outstanding people skills – will be frequently working with clients in a time-sensitive environment
- Excellent data entry and computer skills, including Microsoft Office products (Word, Excel)
- Strong ability to grasp concepts and processes
ADDITIONAL INFORMATION
Reporting Structure: Reports to the Commercial Support Manager
Office Requirements: This position is required to work from a Fortis Bank office location at least 4 days per week
ABOUT FORTIS
Fortis Bancorp is the $1.3 billion bank holding company for Fortis Bank. Fortis Bank is a full-service bank that provides loans, deposits, and cash management services to businesses and their principals, with branch locations in Colorado and Utah. More information about Fortis Bank is available at www.fortisbankus.com.
At Fortis Bank, we take great pride in being a commercial banking partner for our clients. Our people enjoy being empowered with the ability to make a tangible impact in a progressive and less bureaucratic work culture that can often be a struggle for larger institutions. We strongly believe in hiring people greater than ourselves and we recognize, reward, and develop those individuals who make an outsized impact to the business. Each of our hand-selected and exceptionally talented teammates contribute to the heart of our company culture that combines banking expertise and personalized services to create an unparalleled level of client experience.
Fortis is Great Place to Work-Certified™
Join a team where your expertise and passion can make a meaningful impact. Learn more today at www.fortisbankus.com/careers.
Skills Required
- High School Diploma or GED
- Bachelor's degree
- 2-5 years of experience in a commercial banking department, or an equivalent combination of related experience and education
- Experience with the nCino Loan Origination System
- Experience with commercial loan products, including Commercial Real Estate, Commercial and Industrial lending, and SBA Lending
- Strong written and verbal communication skills
- Positive and collaborative approach with peers and management
- Versatility, flexibility, and willingness to manage changing priorities
- Outstanding interpersonal skills and ability to work with clients in time-sensitive situations
- Excellent data-entry and computer skills, including Microsoft Office, Word, and Excel
- Ability to learn and understand concepts and processes
- Ability to work from a Fortis Bank office at least four days per week
What We Do
Fortis Bank is a Colorado- and Utah-serving bank that provides commercial banking and financing solutions to businesses and their principals, alongside personal and business banking. Its offerings include commercial products, flexible lending, treasury management, cash-management solutions, and self-directed retirement banking. The bank emphasizes direct access to decision-makers, tailored client service, long-term partnerships, and combining digital technology with experienced banking expertise.
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