Commercial Support Coordinator

Socket.dev; Utah; On-site; USD 52,000 - 60,000; Full time

Job summary

Fortis Bancorp is seeking a Commercial Support Coordinator to act as an ongoing client contact, streamlining loan origination and servicing requests. The role supports internal teams through the loan lifecycle, requiring knowledge of commercial loan processes and meticulous documentation management.

The ideal candidate will have 2–5 years in commercial banking, experience with loan docs and due diligence, and strong communication skills to coordinate with clients and internal departments.

Qualifications

• Bachelor’s Degree preferred; High School Diploma or GED may suffice with related experience.
• 2–5 years of experience in a commercial banking department or equivalent.
• Experience with nCino LOS is preferred.
• Experience with Commercial Real Estate, C&I, and SBA lending is preferred.
• Strong written and verbal communication skills; collaborative mindset.

Responsibilities

• Serve as an additional contact point with commercial clients 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 checks, insurance docs).
• Order initial due diligence documents (UCC searches, Title work, flood searches) for closings.
• Coordinate with Loan Administration on documentation and review with Lending/SBA teams prior to closing.

Skills

Communication skills

MS Office

Data entry

Organizational ability

Client relations

Education

Bachelor’s Degree preferred

Tools

nCino Loan Origination System

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 docuemnts 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

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

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.