Attorney, Banking Services, Business Loans, Cash Management, Commercial Banking, Commercial Loans, Communication Skills, Computer Skills, Customer Experience, Customer Relations, Customer/Client Research, Data Entry, Document Imaging, Documentation, Due Diligence, High School Diploma, Insurance Documentation, Interpersonal Skills, Investment Management, Loan Closing, Loan Documents, Loan Origination, Loan Policy, Loan Review, Loan Servicing, Loans, Microsoft Excel, Microsoft Office, Microsoft Product Family, Microsoft Word, Organizational Skills, Presentation/Verbal Skills, Real Estate, Risk Management, Small Business, Team Player, Writing Skills
Summary
The Commercial Support Specialist 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 clients 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 Banks loan origination system
- Support the Banks 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
- Collaborate with Loan Administration in ensuring loan files are accurate and complete prior to loan documentation
- Compile and image commercial loan documentation packages within the Banks 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
- Bachelors Degree preferred; High School Diploma or GED required
- Minimum of 1-3 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
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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.