Fortis Bank · 6 days ago
Associate Healthcare Portfolio Manager
Denver, CO
Full-time
Hybrid
Mid Level
$90K/yr - $110K/yr
3+ years expFortis Bank is a full-service bank that provides loans, deposits, and cash management services to businesses. They are seeking an Associate Healthcare Portfolio Manager to support the Healthcare Portfolio Manager in underwriting new loan opportunities and managing existing client relationships. The role involves conducting financial analyses, responding to client inquiries, and assisting in the management of a portfolio of commercial Healthcare clients.
Financial ServicesVenture Capital
Responsibilities
Assist the Healthcare Relationship Manager and Portfolio Manager in managing a portfolio of commercial Healthcare clients
Respond to client inquiries and provide assistance with banking products and services
Act as a liaison between clients and internal departments (Credit, Treasury, Operations)
Conduct financial analysis of borrower and guarantors, including business and personal financial statements, tax returns, and other documents
Communicate a thorough understanding of client cash flows in analysis and meetings
Develop a strong understanding of market terminology and regional trends in the specialty
Research industry trends and data to identify questions and risks for each credit
Perform analysis of loan collateral which primarily include accounts receivable and real estate
Monitor existing credits on a monthly, quarterly, and annual basis for compliance with financial and reporting covenants
Calculate performance ratios, and update Trend Card reporting on a monthly or quarterly basis, as applicable
Author high-quality credit narratives, specifically: Providing background of the borrower and detailing the requested transaction; Identifying and discussing strengths as well as key risks and relevant mitigation; Identifying Loan Policy and Product Guide exceptions; Summarizing the financial performance of businesses and individuals; and Evaluating collateral position for current and future clients
Demonstrate understanding of the loan process from start to finish, including preflight memos, underwriting, loan documentation, loan servicing, etc
Other duties as assigned
Qualification
Required
Bachelor's Degree with an emphasis in Finance and/or Accounting required
3-5 years of relevant experience within banking or financial services required
Strong organizational time management skills, problem solving skills, and the ability to quickly grasp concepts and processes with limited guidance from management
Ability to support multiple projects in parallel and prioritize competing demands
Embodies the Fortis Bank culture principles and competencies and consistently demonstrating a positive, ambitious, and solution-oriented attitude with clients and team members
Proficient and experienced in Microsoft Office suite products and technology, including but not limited to: Outlook, Microsoft Teams, Word, Excel, and PowerPoint
Communicates effectively, collaboratively, and professionally, both verbally and via e-mail and other chat tools
Excellent organizational skills, regularly demonstrating the ability to multitask, prioritize, and manage time efficiently
Demonstrates strong interpersonal skills, with the ability to build meaningful professional relationships with senior management and team members
Preferred
Must be comfortable working with and adapting to new complex systems and technology operating systems; prior experience with Salesforce and nCino is preferred
Company
Fortis Bank
At Fortis Bank, we pride ourselves in being a partner to our clients by offering comprehensive banking solutions while building trusted, long-term relationships.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Christopher Luce
Chief Executive Officer & Co-Founder
Recent News
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