Associate Healthcare Portfolio Manager

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Base pay range: $90,000 – $110,000 per year.

The Fortis Associate Healthcare Portfolio Manager (APM) supports the Healthcare Portfolio Manager in underwriting new loan opportunities and servicing existing credits. Although the APM does not source new business, it focuses on converting commercial loan opportunities generated by the Relationship Manager and supports the team in client meetings. The ideal candidate is detail‑oriented, works well under pressure, and continuously seeks improved results.

• 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.

• 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, and problem‑solving skills with the ability to quickly grasp concepts and processes with limited guidance.
• Must be comfortable working with and adapting to new complex systems and technology operating systems; prior experience with Salesforce and nCino is preferred.
• Ability to support multiple projects in parallel and prioritize competing demands.
• Embodies the Fortis Bank culture principles and consistently demonstrates a positive, ambitious, and solution‑oriented attitude with clients and team members.
• Proficient in Microsoft Office suite products and technology, including 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.

Reports to a Specialty Relationship Manager.

This position follows a hybrid work schedule and requires working in the office at least 3–4 days per week.

Fortis Bancorp is the $1.3 billion bank holding company for Fortis Bank. Fortis Bank is a full‑service bank that provides loans, deposits, and cash management services to businesses and their principals, with branch locations in Colorado and Utah. More information about Fortis Bank is available at

At Fortis Bank, we take great pride in being a commercial banking partner for our clients. Our people enjoy being empowered with the ability to make a tangible impact in a progressive and less bureaucratic work culture that can often be a struggle for larger institutions. We strongly believe in hiring people greater than ourselves and we recognize, reward, and develop those individuals who make an outsized impact to the business.

Each of our hand‑selected and exceptionally talented teammates contribute to the heart of our company culture that combines banking expertise and personalized services to create an unparalleled level of client experience.

Fortis is Great Place to Work‑Certified ™.

Join a team where your expertise and passion can make a meaningful impact. Learn more today at

Mid‑Senior level

Full‑time

Finance and Sales

Banking

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