Director of ESOP Lending

Vaga não está no LinkedIn

🕒 Julho 27

Candidatar-se

Encontrar Vagas Remotas Similares

Configurar Alerta de Email para Novas Vagas

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo

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

• Originate ESOP and employee ownership lending and deposit opportunities, including buyouts, refinancings, recapitalizations, and growth financings • Build referral relationships with ESOP advisors, attorneys, trustees, valuation firms, investment bankers, and other industry partners • Develop a national ESOP pipeline through networking, thought leadership, and industry involvement • Represent the bank at ESOP conferences, events, and educational forums • Be the primary relationship manager for ESOP clients and trusted advisor to owners and employee-owned companies • Lead discussions related to transaction structure, capital needs, timing, and bank requirements • Coordinate onboarding, documentation, and closing with internal partners • Maintain long-term client relationships post close with high service standards • Lead deal structuring with clients, ESOP advisors, and internal credit teams • Act as liaison between clients and underwriting, credit, legal, and loan operations • Maintain accountability for relationship health, satisfaction, and credit compliance • Partner on reviews, amendments, and ongoing monitoring • Identify risks or growth opportunities and escalate as needed • Support development of the bank’s ESOP lending strategy and go-to-market approach • Educate internal teams on ESOP structures, market dynamics, and client needs • Contribute to best practices and scalable growth processes • Embody a commitment to environmental, social, economic, and racial justice • Pursue education related to sustainability practices • Understand and follow Bank policies, procedures, and regulations • Protect the organization and its customers by identifying and escalating suspicious or fraudulent activity

🎯 Requisitos

• Bachelor’s degree in finance, business, accounting, or a related field • 8+ years of commercial banking or corporate finance experience • Experience with ESOPs or complex middle-market lending structures • Proven ability to source, manage, and close complex transactions • Prior ESOP lending or advisory experience (preferred) • Familiarity with ESOP trustees, valuation firms, and ERISA counsel (preferred) • Experience working remotely or in distributed teams (preferred) • Success building national referral networks (preferred)

🏖️ Benefícios

• 100% employer-paid health coverage for employees; employer contribution for dependents • 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