Careers

Join a world class private bank

Are You Great?

We strongly believe in hiring people greater than ourselves. We recognize, reward, and develop those individuals who make an outsized impact to the business. Our combined passion, hard work, and proactive thinking allows us to simultaneously empower our clients and each other.

Do You Have a Growth Mindset and a Desire to Learn?

Every role at Fortis is directly connected to our company strategy and can drive high impact. As a result, we’ve assembled top talent from a diverse set of industries, including hospitality, technology, consulting, and financial services. Our employees have joined us from best-in-class companies such as Microsoft, BCG, Symantec, Marriott, Norwegian Cruise Lines, Bank of America, US Bank, Wells Fargo, and Merrill Lynch. In joining Fortis Private Bank you will have the opportunity to both drive huge impact and partner with some of the incredible talent already on our team.

Growth Mindset

Open Positions

  • Commercial Credit Associate

    Department: Credit
    Location: Denver

    Commercial Credit Associate


    Summary
    The Commercial Credit Associate is a critical support role that interacts with private banking teams, clients and others to ensure a best-in-class experience for our clients. This role is a key member of the Fortis centralized credit team.


    Self-starters with the ability to manage multiple priorities will enjoy this fun, fast-paced environment. Fortis offers tremendous opportunity to grow and further develop the abilities of our team members.


    Essential Responsibilities
    Triage

    • Act as the ‘Gate Keeper’ in partnership with Private Banking teams to collect information to facilitate the due diligence process, preparation of loan analysis in a timely manner, and ensure lenders are properly informed of potential problems
    • Gather background information of borrowers and guarantors
    • Generate and manage Renewal Letters for clients
    • Exposure determination
    • Contact credit agencies and other credit references to verify payment history
    • Contact existing commercial loan customers on a regular basis to obtain current financial statements as
    • required by Bank policy
    • Credit Bureau (CBR) pulled & system scores credit request (future state)

    Analysis/Underwriting

    • Spread and prepare written analysis of the financial statements of new and existing commercial loan
    • customers
    • Perform ratio analysis of borrowers to determine cash needs and working capital requirements

    Systems and Procedures

    • Assist with development and updating of Underwriting Guide and Product Guides
    • Assist with documentation of department procedures
    • Help to improve process flow to improve turn times and maintain SLAs

    Minimum Qualifications

    • 1-2 years of relevant experience in a Commercial Credit Department
    • Working knowledge of commercial analysis including C&I lending
    • Strong written and verbal communication skills required
    • Must be comfortable working with complex computer operating systems (nCino experience a plus)
    • Strong organizational time management skills, problem solving skills, and the ability to quickly grasp concepts and processes with limited guidance from management
    • Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management
    • Position involves contact with clients, necessitating the ability to present a professional image

    Reports to the Chief Credit Officer

     

    Apply Now
  • Community Reinvestment Act (CRA) Private Mortgage Banker

    Department: Private Banking
    Location: Lakewood

    Community Reinvestment Act (CRA) Private Mortgage Banker Job Description

    Summary

    The Community Reinvestment Act (CRA) Private Mortgage Banker (PMB) is responsible for soliciting mortgage loans in support of community development initiatives designed to assist low and moderate income communities and families.

    Responsibilities

    • Partner with government sponsored entities and (private) not-for-profit housing agencies supporting low-to-moderate income housing interests and initiatives in the Greater Denver Area
    • Become involved in community/ outreach programs and work together with local housing agencies and non-profits, grant providers, etc.
    • Maintain a documented system of residential lending policies and procedures
    • Grow the sales of the residential lending department and achieve the department's goals and objectives
    • Ensure that loans close early or on time, while meeting or exceeding compliance and investor standards
    • Learn loan guidelines, policies and procedures to ensure operational excellence
    • Maintain 95% post closing customer satisfaction scores
    • Maintain a system of controls over loan transactions
    • Daily review daily production and establish application, funding, DDA, and AUM goals with the EVP of Private Banking and Residential Lending
    • Issue timely and complete monthly market reports and weekly sales tracking
    • Coordinate the provision of information to external auditors for the annual audit, ensuring all audits are passed
    • Monitor and audit loan files to ensure compliance and create reports to proactively manage pipeline and ensure compliance
    • Comply with local, state, and federal government regulations and laws

    Minimum Qualifications

    • Sales/client experience, preferably within Mortgage Loan Origination
    • Strong understanding of banking, mortgage and lending products
    • Experience in understanding the financial needs of all types of clients
    • Excellent business development and marketing skills
    • Ability to meet deadlines and manage expectations
    • Local market knowledge

     Reports to the Managing Director, Private Mortgage Banking Sales Manager

     

    Apply Now
  • Loan Operations Closing Coordinator

    Department: Loan Operations
    Location: Denver

    Loan Operations Closing Coordinator

     Summary

    The Loan Operations Closing Coordinator interacts with the Credit Administrator and Manager to ensure a best-in-class experience for our clients.  This role is a key member of the Fortis Loan Operations team.

    Self-starters with the ability to manage multiple priorities will enjoy this fun, fast-paced environment.  Fortis offers tremendous opportunity to grow and further develop the abilities of our team members.

    Essential Responsibilities

    • Responsible for maintaining the core documentation system keeping loan documentation updated and current. 
    • Reviewing approved credit memo and document package for consistency during commercial and Consumer non-real estate loan processing. 
    • Preparing and reviewing loan documents, interest rate adjustments, keeping loans in compliance, loan file maintenance for accuracy and perfect collateral documentation
    • Working closely with outside counsel in preparation of various commercial loan document processing.
    • Partners closely with the Credit Loan Administrator to ensure all documentation is prepared and ready for closing in a timely manner. 
    • Maintains all files associated with loan production including: collateral files, tickler files, technical exceptions, etc., and perform periodic quality control and review of said files
    • Responsible for monitoring and maintaining the commercial loan servicing requests, including but not limited to responding to advance requests, payoff quotes, customer inquiries, billing, and filing maintenance.

     

    Minimum Qualifications

    • 1-2 years of relevant experience in a Commercial and Consumer Non-Real Estate document processing and/or Operations Department
    • Requires understanding of commercial loan and Consumer Non-Real Estate  documentation and regulatory requirements to ensure integrity of banks legal documents and lien position
    • Strong written and verbal communication skills required
    • Strong organizational time management skills, problem solving skills, and the ability to quickly grasp concepts and processes with limited guidance from management
    • Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management
    • Position involves contact with Credit Loan Administrator and clients, necessitating the ability to present a professional image. 

    Reports to the AVP, Loan Operations

     

    Apply Now
  • Private Mortgage Banker

    Department: Private Banking
    Location: Denver

    Private Mortgage Banker Job Description

     

    Summary

    The Private Mortgage Banker (PMB) is responsible for the residential lending activities of the bank.  This individual is responsible for producing high quality residential mortgage loans by building relationships focused on high net worth borrowers.

    Responsibilities

    Management

    • Maintain a documented system of residential lending policies and procedures
    • Grow the sales of the residential lending department and achieve the department's goals and objectives
    • Manage and generate joint venture relationships, including monthly reporting meetings with partners
    • Ensure that loans meet or exceed compliance and investor standards
    • Learn loan guidelines, policies and procedures to ensure operational excellence
    • Ensure minimum production standards are being met

    Transactions

    • Ensure that loans close on time or early
    • Maintain 95% post closing customer satisfaction scores
    • Maintain a system of controls over loan transactions

    Reporting

    • Daily review daily production and establish application, funding, DDA, and AUM goals with the EVP of Private Banking and Residential Lending
    • Issue timely and complete monthly market reports
    • Provide weekly sales tracking

    Compliance

    • Coordinate the provision of information to external auditors for the annual audit
    • Ensure that all audits are passed
    • Monitor and audit loan files to ensure compliance and create reports to proactively manage pipeline and ensure compliance
    • Comply with local, state, and federal government regulations and laws

     

    Minimum Qualifications:

    • Sales/client experience in Private Mortgage Banking
    • Strong understanding of banking, mortgage and lending products
    • Experience in understanding the financial needs of all types of clients
    • Excellent business development and marketing skills
    • Ability to meet deadlines and manage expectations
    • Experience performing at a top producer level
    • Local market knowledge

    Reports to the Managing Director, Private Mortgage Banking Sales Manager

     

    Apply Now
  • Residential Lending Credit Officer

    Department: Residential Lending Operations
    Location: Centennial

    Residential Lending Credit Officer

     

    Summary:

    The Credit Officer will be responsible for the residential and construction loan applications, structuring, and pre-underwriting and pre-closing of files and administering construction draws in a specified area of the Bank. This includes responsibility for all file prep for underwriting and closing including ordering services, taking applications, pricing loans, calculating income, running AUS systems and credit, as well as completing pre-underwriting and pre-closing checklists and ensuring that files are complete, additionally construction draw assembly and draw processing.  This individual will report to the Construction Administration Manager and be given tremendous opportunity to learn and further develop their industry knowledge.

    Essential Responsibilities:

    Origination, Underwriting, and Closing

    • Create loan files by taking applications
    • Ensuring disclosures are done accurately and timely
    • Utilizing the pre-underwriting checklist ensure that files are complete, credit, income, and assets are acceptable with any items requiring LOE’s or additional documentation provided within 4 days of loan application.
    • Utilizing the pre-closing/lock in checklist ensure file is complete for closing
    • Create great customer experience by ensuring that file is started correctly and in a timely manner to meet key dates
    • Ensure that services are ordered as early as legally and practically possible

    Transactions

    • Maintain 95% post closing customer/builder satisfaction scores
    • Maintain an orderly flow with excellence from the application through submission to underwriting and closing
    • Provide exceptional communication to bankers, clients, and referral sources regarding status of key dates

    Reporting

    • Process daily key date emails
    • Attend key date calls when files not on track to close on time
    • Manage relationships with title companies and builders on loans to ensure they are on approved list

    Compliance

    • Ensure that all initial disclosures are done correctly
    • Monitor and provide change of circumstance forms and redisclosures when necessary
    • Comply with local, state, and federal government regulations and laws

     

    Minimum Qualifications:

    • 3+ years of progressively responsible and relative experience
    • Strong written and verbal communication skills.
    • Knowledge of computer operating systems. Strong Excel skills required.
    • Strong organizational time management skills, problem solving skills, and the ability to grasp concepts and processes.
    • Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.
    • Position involves contact with external clients, necessitating the ability to present a professional image.
    • Must have 2 to 4 years mortgage compliance experience
    • Capable of being part of a high performing team
    • Experience following processes and procedures
    • Knowledgeable in mortgage loan underwriting, processing, and construction lending
    • Knowledge of all mortgage compliance issues and regulations, e.g. Dodd Frank, Reg Z, Reg B, and HUD policies

    Reports to the Senior Manager, Residential Lending Credit Officer

     

    Apply Now
  • Caring for the Fortis Team

    How We Care for the Fortis Team

    Our employees enjoy a wide range of benefits including

    • Health, dental, and vision insurance
    • Life, AD&D, and disability insurance
    • FSA
    • 401K
    • Paid time off
    • Paid sabbatical leave
    • Tuition reimbursement
    • Parking, transportation and cell phone allowance

    Last but absolutely not least you get all (10) bank holidays off, a workplace environment that’s more like a tech company (in-office Golf & Badminton anyone?), and incredible people to work with.

    Our Expectations

    We believe employees should be empowered to drive impact through clearly stated competencies:

    h
    Drive

    Strong personal results

    h
    Collaboration

    Supports others to help them deliver impact

    h
    Development & Initiative

    Learns from others inside and outside of the company

    h
    Proactive Thinking

    Thinks ahead, anticipates opportunities, and acts to find/implement solutions

    h
    Commitment

    Unwavering faith in our company’s ability to achieve

    h
    Attitude

    Positive outlook and attempts to turn any negative situation into a positive one

    h
    Flexibility

    Gladly wears many hats and adapts to change with a smile

    h
    Desire To Work

    Applies themselves to the best of their ability and works hard

    h
    Passion

    Displays true passion as part of the team, goes above and beyond to drive results

    h
    Accountability

    Doesn't require continuous checking up on progress

    h
    Values

    Lives and breathes the company principles

    I love the entrepreneurial spirit here, it’s not your typical stuffy bank.

    Crystal Quinn, Fortis Private Bank

    Quinn, Employee Testimonial

    Interested in career information? Call 720.616.4000

    Contact Us