Job Description

Job Description

Job Description

Summary

The Commercial Loan Support Specialist serves as an ongoing contact for clients, helping them collect and complete any necessary documents through the loan closing 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, 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
• Assist the Bank’s Lending Team by preparing underwriting needs lists and gathering customer information, such as entity documentation, financial statements, compliance certificates, and insurance documentation
• Order initial due diligence documents such as UCC searches, Title work, flood searches, real estate appraisals, environmental reports, and background checks in preparation for loan closings
• Coordinate with Doc Prep team for creation of internal or attorney prepared loan documentation and review draft documentation with the Lending and/or SBA teams prior to closing
• Collaborate with Doc Prep team in ensuring loan files are accurate and complete prior to loan documentation
• Maintain a working knowledge of Commercial Loan due diligence, risk management requirements, and loan policy and procedure
• Other duties as assigned

Qualifications

• Bachelor’s Degree preferred; High School Diploma or GED required
• Minimum of 1-3 years of experience in a commercial banking department as a Loan Assistant or similar role (or a combination of related experience and education)
• 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 Loan Support Specialist Manager

Office Requirements : This position is required to work from a Fortis Bank office location at least 3 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

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

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