Business Development Officer

🕒 Julho 27

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Climate First Bank

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2020

🏦 Bancário

⚡ Energia

Banking • Energy

O Climate First Bank é um banco orientado por missão, segurado pelo FDIC, que foca em impacto climático e comunitário, oferecendo serviços completos de banco pessoal e empresarial. O banco disponibiliza produtos de depósito orientados para impacto (Conta Corrente Impacto, Conta Mercado Monetário Impacto, CDs), empréstimos hipotecários residenciais e de consumo, e um proeminente programa de financiamento solar (empréstimos solares para consumidores e empresas, financiamento de projetos de energia) projetado para financiar melhorias residenciais e de infraestrutura que reduzem emissões. O Climate First também oferece serviços bancários para empresas (empréstimos SBA, factoring/ABL, contas mercado monetário para empresas), financiamento ESOP, um aplicativo móvel e serviços de internet banking, além de ferramentas como Calculadora de Impacto de Depósito e Mercado de Depósito à Vista. A instituição destaca métricas de impacto (ex: mais de 9. 000 famílias apoiadas por meio de seu programa de empréstimos solares, mais de 30. 000 clientes, rodada de financiamento estratégico de $67M) e enfatiza empréstimos e gestão transparentes, alinhados à missão.

Descrição

• Generate new SBA loan opportunities through internal partnerships and external referral networks • Build and maintain relationships with clients, prospects, and business partners • Partner with bank officers to cross-sell additional banking products and services • Structure SBA loan proposals aligned to SBA 7(a), 504, and related programs • Review financial information and determine borrower eligibility • Conduct initial underwriting and develop credit recommendations • Prepare SBA-specific credit memorandums and complete supporting documentation • Ensure all packages meet regulatory and SBA SOP requirements • Coordinate submission of loan packages to underwriting and SBA • Partner with processors, attorneys, and clients through closing • Follow up on outstanding documentation and ensure timely processing • Prepare reports for leadership and complete required compliance training • Maintain adherence to BSA, AML, CIP, OFAC, and other regulatory requirements

🎯 Requisitos

• Bachelor’s degree in business, finance, or related field preferred • 3+ years of SBA lending experience • Experience with government-guaranteed lending programs (SBA 7(a), Express, 504, USDA) • Strong financial analysis, communication, and organizational skills • Proven ability to collaborate across teams and manage client relationship • Entrepreneurial Self-Starter - Ability to take ownership of pipeline and generate opportunities through referral networks • Organization & Efficiency - Effectively manage a high-volume pipeline, keeping deals organized from prospecting through closing • Master Communicator - Clear communication with clients and internal teams • Banking & Fintech Acumen - Strong knowledge of SBA programs and credit analysis • Tech-Forward and Analytical Thinking - Leverage CRM tools and financial data

🏖️ Benefícios

• 100% employer-paid health coverage for employees • Employer contribution for dependents by Us • Medical, Dental & Vision Insurance • Health Savings Account (HSA) • Free Telemedicine access via Teladoc • 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 • 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 • 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