Commercial Support Coordinator

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 documents 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

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.

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