Commercial Support Specialist

Fortis Bank•Midvale, UT

1d•Onsite

About The Position

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 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.

Requirements

Bachelor’s 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
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

Nice To Haves

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

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
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 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