Commercial Support Coordinator

Fortis Bank; Midvale (UT); On-site; USD 45,000 - 75,000; Full time

Job summary

Fortis Bank is seeking a Commercial Support Coordinator to act as an ongoing contact for clients, aiding in collecting and completing loan documents throughout the process. The role supports internal teams in origination, renewal, and portfolio management with emphasis on due diligence and accurate documentation.

The ideal candidate will have knowledge of commercial loan processes and strong communication, organization, and adaptability to changing priorities in a fast-paced banking environment.

Qualifications

• Bachelor’s degree preferred; High School Diploma or GED required.
• 2-5 years of experience in a commercial banking department or related experience.
• Experience with nCino Loan Origination System preferred.
• Experience with commercial loan products including CRE, C&I, and SBA lending preferred.
• Strong written and verbal communication skills and a collaborative approach.

Responsibilities

• Engage with commercial clients as a primary contact to facilitate loan origination and servicing requests.
• Create, maintain and verify relationship and collateral records in the loan origination system.
• Prepare loan closing needs lists and gather customer information (entity docs, background searches, insurance).
• Order initial due diligence documents (UCC searches, title, flood searches) for closings.
• Coordinate with Lending and SBA teams on loan documentation prior to closing.

Skills

Communication skills

Data entry

MS Office

People skills

Adaptability

Education

Bachelor's Degree preferred

High School Diploma or GED required

Tools

nCino LOS

Microsoft Office

Job description

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.

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Join a team where your expertise and passion can make a meaningful impact.