Commercial Portfolio Analyst

Fortis Bank; Denver (CO); Hybrid; USD 85,000 - 110,000; Full time

Job summary

Fortis Bank is seeking an Associate Commercial Portfolio Manager to support underwriting and loan servicing for commercial clients. The role focuses on converting opportunities generated by Bankers and collaborating with Bankers, Portfolio Managers, and Relationship Managers to deliver client solutions.

The ideal candidate will handle multiple tasks under pressure with high attention to detail and discretion, aiming for better results while maintaining client focus.

Qualifications

• Bachelor’s degree in Finance or Accounting.
• 3–5 years of banking or financial services experience.
• Strong organizational and time management skills.
• Experience with Salesforce and nCino is preferred.

Responsibilities

• Assist Bankers and Portfolio Managers in managing a portfolio of commercial clients.
• Respond to client inquiries and provide assistance with banking products and services.
• Act as a liaison between clients and internal departments (Credit, Treasury, Operations).
• Conduct financial analysis of borrower and guarantors, including financial statements and tax returns.
• Complete global cash flow computations, calculate performance ratios, and analyze multi-year trends.
• Communicate a thorough understanding of client cash flows in analysis and meetings.
• Research industry trends and data to identify questions and risks for each credit.
• Evaluate collateral position for current and future clients.
• Demonstrate understanding of the loan process from start to finish, including preflight memos, underwriting, loan documentation, loan servicing, etc.

Skills

Financial analysis

Credit analysis

Communication

Time management

Education

Bachelor's degree in Finance/Accounting

Tools

Salesforce

nCino

Excel

Job description

Fortis Bank is seeking an Associate Commercial Portfolio Manager to support underwriting and loan servicing for commercial clients. The role focuses on converting opportunities generated by Bankers and collaborating with Bankers, Portfolio Managers, and Relationship Managers to deliver client solutions.

The ideal candidate will handle multiple tasks under pressure with high attention to detail and discretion, aiming for better results while maintaining client focus.