Specialty Lending Relationship Manager

Summary Fortis Bank is a full-service premier commercial bank providing a wide range of financial services including self-directed retirement banking solutions. The Strategic Partnerships line of business manages the growth and long-term retention of key self-directed partnerships. The Specialty Lending Relationship Manager will join the Strategic Partnerships group to manage the end-to-end lifecycle of non-recourse loans (NRL) held within eligible self-directed retirement accounts. This role serves as the primary lending liaison between borrowers and internal lines of businesses, ensuring loans are processed efficiently, accurately, and in compliance with regulatory requirements. This Specialty Lending Relationship Manager will play a critical part in completing the self-directed product portfolio through non-recourse lending opportunities. This role brings strong experience in lending products, procedures, regulatory compliance, and client-oriented. ResponsibilitiesLoan Lifecycle Management Manage all stages of the NRL process including application submission, review, appraisal, underwriting, and funding. Serve as the main NRL loans contact for borrowers and partners throughout the loan lifecycle. Review loan applications for completeness, eligibility, and alignment with SDIRA and non-recourse product criteria. Coordinate with underwriters, processors, compliance, and title partners to drive timely approvals, closing and funding. Track and report on loan status, ensuring data accuracy within Salesforce Client & Partnerships Communication Educate clients and partners on NRL qualifications, collateral requirements and considerations. Engage borrowers in an efficient loan approval process through open communication and application updates Collaborate closely with self-directed partnerships to support lending referrals and collect partner feedback Build and maintain strong client relationships to ensure satisfaction and referral business Compliance & Risk Management Ensure Fortis Bank's lending adherence to IRS prohibited transaction rules and all institutional lending regulations. Review and verify documentation for compliance and accuracy prior to loan approval and funding. Identify and escalate potential risks, discrepancies, or exceptions to appropriate internal teams. Process Improvement Identify NRL workflow gaps and inefficiencies and propose solutions to enhance turnaround time and client experience. Support the development and documentation of standard operating procedures (SOPs) for non-recourse lending. Deliver lending product feedback to business and technology teams on system enhancements and process automation opportunities. Minimum Qualifications 5-7 years of lending experience within financial services or similar role, preferably in real estate or investment lending Current Loan Officer license (NMLS) Familiarity with self-directed IRAs and non-recourse loan structures is an advantage Strong understanding of loan documentation, collateral analysis, and funding procedures. Knowledge of working with custodians, trust companies, or specialty lenders. Knowledge of Salesforce, Encompass, or similar loan origination systems. Excellent relationship-building and communication skills Highly self-motivated and results-driven, with a strong sense of ownership and urgency. Experience navigating fast-paced, ambiguous environments with evolving priorities. Bachelor's degree preferred. Ideally located in Denver, CO or Salt Lake City, Utah. ADDITIONAL INFORMATIONReporting Structure: Reports to the Head of Strategic Partnerships Office Requirements: This position offers a hybrid work schedule and is required to work in a Fortis Bank office location at least 4-5 days per week. About Fortis Bank 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 pride ourselves in being a partner to our clients by offering comprehensive banking solutions while building trusted, long-term relationships. Every role at Fortis is connected to our company strategy and can drive high impact. Each of our hand-selected and talented team members work closely together to contribute to the heart of our company culture that combines banking expertise and personalized service to create an unparalleled client experience. We recognize, reward, and develop those individuals who make an outsized impact to our client experience and are committed to driving our business forward. Fortis is Great Place to Work-Certified™ Join a team where your expertise and passion can make a meaningful impact. Learn more today at

Created: 2026-03-04