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 have 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, UMB, Zions Bank, and Goldman Sachs. 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 - achieve more. Denver Colorado

Open Positions

  • 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: Salt Lake City

    Residential Lending Credit Officer

     

    Summary

    The Residential Lending Credit Officer will be responsible for residential and construction loan applications, structuring, and pre-underwriting. This includes responsibility for all file prep for underwriting and closing, including ordering services when applicable, 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. 

    Essential Responsibilities

    Origination, Pricing, Pre- Underwriting, Closing preparation, Client Communication

    • Create loan files by taking applications
    • Ensure disclosures are done accurately and timely by service desk
    • Utilize the pre-underwriting checklist to ensure that files are complete, and that credit, income, and assets are acceptable with any items requiring LOE’s or additional documentation provided within four days of loan application.
    • Utilize the pre-closing/lock in checklist ensure file is complete for closing
    • Create a world class client experience by ensuring that files are started correctly and in a timely manner to meet key dates
    • Ensure that services are ordered as early as legally and practically possible
    • Price loans and request locks
    • Ensure loan files are processed timely while maintaining file quality
    • Ensure initial submissions are submitted to the Residential Lending Underwriter by Day 9, and that loans are submitted five (5) business prior to loan closing

     Transactions

    • Maintain a 95% post closing client/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

     Reporting

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

     Compliance

    • Ensure that all initial disclosures are correct and comply with TRID
    • Monitor and provide change of circumstance forms and re-disclosures when necessary
    • Comply with local, state, and federal government regulations and laws

    Minimum Qualifications

    • 3+ years of progressively responsible and relative experience
    • 2-4 years of mortgage compliance experience
    • 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
      • Strong written and verbal communication skills
      • Knowledge of computer operating systems, including strong Excel skills required
      • Strong organizational time management skills, problem solving skills, and the ability to grasp concepts and processes
      • Encompass LOS experience a plus
      • Must be able to work in a high performing 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
      • Experience following processes and procedures

    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

    • 100% paid medical insurance premiums for employees
    • 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:

    Drive
    Drive

    Strong personal results

    Collaboration
    Collaboration

    Supports others to help them deliver impact

    Development & Initiative
    Development & Initiative

    Learns from others inside and outside of the company

    Proactive Thinking
    Proactive Thinking

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

    Commitment
    Commitment

    Unwavering faith in our company’s ability to achieve

    Attitude
    Attitude

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

    Flexibility
    Flexibility

    Gladly wears many hats and adapts to change with a smile

    Desire To Work
    Desire To Work

    Applies themselves to the best of their ability and works hard

    Passion
    Passion

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

    Accountability
    Accountability

    Doesn’t require continuous checking up on progress

    Values
    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