Careers

Join a world class private bank in Denver

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 Banking Concierge

    Department: Private Banking
    Location: Denver

    Private Banking Concierge

    Summary 

    The Private Banking Concierge (PBC) reports to the Private Banking Client Experience Manager and performs administrative and communications support to their Private Banking Team(s).

     

    Responsibilities 

    Client Service 

    •  Deliver the highest levels of service to Fortis Private Bank clients
      • ­    Manage all client communication in a professional and courteous manner
      • ­    Prioritize availability and prompt communication to clients via phone, email, text
    •  Partner closely with Private Banking Associate to deliver a comprehensive, smoothly-executed client service experience

    Support Services  

    •  Provide in-office support to the Private Banking Associate by way of document preparation for account openings and closures, account servicing and maintenance
    •  Manage Private Banking Team Email to ensure time-sensitive client requests are addressed and completed
    •  Process wire transfers
    •  Manage Private Banking Team Account QC
    •  Perform follow-ups with Private Banking Associates for documents and exceptions as needed

    Private Banking Knowledge 

    •  Develop a fundamental understanding of the banking industry, as well as a complete understanding of products and services provided by Fortis Private Bank
    •  Follow all internal policies and procedures to ensure the bank is operating in a compliant manner

     

    Minimum Qualifications 

    • Bachelor’s Degree preferred, High School GED required
    • 2-3 years of experience in a Client Service and/or Administrative support role
    • Excellent communication and listening skills
    • Ability to prioritize effectively to deliver world-class client experience
    • Acute attention to detail
    • Strong organizational skills and proactivity
    • Ability to perform well under stress

     

    Apply Now
  • Residential Lending Credit Officer

    Department: Residential Lending Operations
    Location: Denver

    Residential Lending Credit Officer

    (Mortgage Loan Processor/Level I Underwriter/Jr. Underwriter)

     

    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, lock updates, 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, Lock Updates, Loan Processing, 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 and ATR/QM form 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.
    • 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 if applicable
    • Ensure loan files are processed timely while maintaining file quality
    • Ensure initial submissions are submitted to the Residential Lending Underwriter by Day 3, and that loans are re-submitted seven calendar days prior to loan closing
    • Maintain credit officer grading score of 90% or above

     Transactions

    • Maintain a 95% post closing client 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 updates for 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
    • Monitor and ensure compliance with Reg B

    Minimum Qualifications

    • 3+ years of progressively responsible and relative experience and pre underwriting 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 SVP, Residential Lending Operations Manager

     

    Apply Now
  • Senior Commercial Credit Portfolio Manager

    Department: Credit
    Location: Salt Lake City

    Senior Commercial Credit Portfolio Manager

     

    Summary

    The Senior Commercial Credit Portfolio Manager will manage a portfolio of commercial credits and work in conjunction with Private Banking teams to deliver outstanding solutions to our clients. This individual is not required to source new business opportunities, but rather will focus on converting commercial loan opportunities generated by the Private Banking teams and supporting those teams in client meetings. This includes following up once the relationship/loan is sourced to drive new clients to the bank and ensure the transaction is as seamless and positive as possible for the client.                                                                               

    This role is a member of Fortis’ centralized credit team, and is responsible for supporting multiple Private Banking teams in structuring and underwriting new commercial loans, renewals of existing loans, managing a portfolio of commercial loan clients and ensuring credit quality, client satisfaction, and soundness at all times in conjunction with the Commercial Credit Underwriting team.


    Essential Responsibilities

    Structuring, Underwriting and Closing of Loans

    •  Works with Private Banking teams to structure commercial credits based upon bank guidelines and client needs
    •  Manages all assigned loans through the approval processes, including significant interaction with prospective and existing clients during the underwriting process
    •  Supports the Private Banking team in negotiating loan terms and conditions with client in conjunction with Private Banking teams and ensures that final loan documents are accurate
    •  Utilizes a strong understanding of cash flow analysis, collateral evaluation, and financial analysis
    •  Responsible for identifying risks in proposed new transactions, and introducing controls to mitigate risks
    •  Responsible for the quality, integrity and soundness of all analysis, underwriting, client satisfaction and credit approval process for assigned portfolio
    •  Partners in a consultative manner with the Private Banking teams to drive high quality loans into the Fortis portfolio

     Portfolio Management and Monitoring

    •  Conducts monthly, quarterly, or annual reviews of loan covenants and financial data for all loans in assigned portfolio
    •  Prepares detailed annual reviews of existing credits as designated
    •  Provides an ongoing review of credit quality, changes in risk, compliance with loan covenants and compliance with the bank’s credit policy
    •  Proactively manages credit risk and exposure for assigned portfolio, monitors collateral, initiates changes in risk ratings and manages any modifications of loan terms or covenants
    •  Keeps loan files up to date, working with clients to obtain most recent financial documentation
    •  Ensures that loan files are complete, with all ongoing required documentation in file

    Client Management

    •  Manages a portfolio of commercial loan clients, working in partnership with Private Banking teams
    •  Requires frequent client interaction, with client visits performed both independently and partnered with Private Banking teams
    •  Interacts in person and by telephone or email with existing and potential clients to understand needs and present solutions
    •  Continuously monitors portfolio and visits clients to understand client’s business performance
    •  Identifies early warning signs of changes in risk, credit quality
    •  This role has no production or sales targets, however this individual will identify opportunities to help our clients achieve their goals with other bank services and solutions

      

    Minimum Qualifications

    •  Bachelor’s degree in Finance or Accounting strongly preferred
    •  MBA or CFA strongly preferred
    •  5+ years of experience as a portfolio manager, commercial loan underwriter, or lending relationship manager
    •  Competition of a formal commercial credit training program is preferred
    •  Thorough knowledge of financial statements and accounting standards
    •  Strong familiarity with credit policies
    •  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 frequent interaction with our clients, necessitating the ability to present a professional image

     

     

    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