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Digital Loan Processor

External
Full-timeRemote1w ago
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Health insuranceDental insuranceVision insurance401(k)Paid time offEquity / stock optionsPerformance bonus

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We are changing FINANCE to finance CHANGE! At Climate First Bank , we're redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services-including solar, residential, commercial, ESOP Banking, Structured Finance and SBA loans-all designed to power a better future. We're proud to be a Certified B Corporation, a member of 1% for the Planet, and part of the Global Alliance for Banking on Values (GABV), reflecting our deep commitment to sustainability, transparency, and ethical banking. With branches in St. Petersburg, Winter Park, Mount Dora , and a growing digital presence , we're proving that banking can be a force for good. We don't just support environmental and social causes-we're built on them. Under our Holding Company, Climate First Bancorp , we are also powered by OneEthos. OneEthos operates at the intersection of fintech and traditional banking to expand access to inclusive, values-driven financial services. Regulated by the Federal Reserve Bank, it equips Community Banks, Credit Unions, CDFIs, and Green Banks with ethical lending tools-especially in climate finance and solar lending. Join the Movement We're seeking driven, mission-aligned individuals ready to make an impact. If you're passionate about sustainability, thrive in a fast-paced, results driven environment, and want to be part of something bigger, you will feel right at home. Our team is one of goal-setters, go-getters, problem solvers, thought leaders, and changemakers . We celebrate wins, tackle challenges head-on, and push boundaries. Fueled by purpose, we thrive where perseverance and passion turn ambitious goals into reality. Thrive at Climate First Bank At Climate First Bank, we're investing in your future. We offer a comprehensive, people-first benefits package that supports your health, finances, and work-life balance. Compensation - In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. Actual compensation is based on industry salary ranges, internal salary structures, experience, skills and other job-related factors. Health Coverage - 100% employer-paid for employees; employer contribution for dependents by Us Medical, Dental & Vision Insurance Health Savings Account (HSA) Free Telemedicine access via Teladoc Financial Wellness & Wealth Building 401(k) with 6% Employer Match - No Vesting Period. Employee Stock Options Exclusive Employee Banking Perks 0% Financing for Employee Solar Loans Employee Only Mortgage Product with exclusive interest rates and terms. 0% Financing for Eligible Electric Vehicles (EVs) Referral Incentives Generous Paid Time Off 2-4 Weeks of Vacation based on officer level plus additional tenure-based time. 64 Hours of Paid Sick Time for all full-time employees. Protection & Peace of Mind Company-Paid Life Insurance Short- & Long-Term Disability Insurance Voluntary Life, Accident & Critical Illness Coverage Employee Assistance Program (EAP) with free counseling, legal, and financial services. Now Hiring: Digital Loan Processor We're seeking a Digital Loan Processor to power our clean energy lending program by efficiently processing a high volume of residential clean energy loan applications with precision and care, supporting a portfolio exceeding $55 million. You'll review and verify applications, gather borrower documentation, and seamlessly guide files through preliminary checks, underwriting, and documentation stages. As a key representative of the bank's digital customer experience and sustainability mission, you'll also deliver an exceptional client experience through proactive communication, inbox management, and outbound outreach, including cross-selling additional bank solutions. What You'll Contribute: Loan Processing & Compliance Management Process residential clean energy loan applications in line with internal policies and regulatory standards. Review applications for completeness and program compliance. Collect, verify, and organize supporting documentation (e.g., pay stubs, utility bills, contracts, IDs). Ensure adherence to bank lending policies, program guidelines, and regulatory requirements. Route completed loan files to Document Preparation and Underwriting teams. Customer Service & Operational Support Manage the Clean Energy Lending inbox to ensure timely responses. Provide exceptional customer service through informed, timely, solution-oriented interactions (inbound and outbound). Sales Growth, Engagement & Advocacy Identify cross-sell opportunities and conduct outbound sales calls to drive revenue growth. Support sales campaigns, digital banking initiatives, and training/adoption efforts. Promote the bank's mission through community engagement and advocacy for clean energy financing. Champion Our Mission, Protect What Matters Adopt a commitment to environmental, social, economic, and racial justice.


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