Commercial Lending Assistant

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🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Climate First Bank

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2020

🏦 Banking

⚡ Energy

Banking • Energy

Climate First Bank is a mission-driven, FDIC‑insured bank that focuses on climate and community impact while offering full-service personal and business banking. The bank provides impact-oriented deposit products (Impact Checking, Impact Money Market, CDs), consumer and residential mortgage lending, and a prominent solar financing program (consumer and commercial solar loans, project energy finance) designed to fund emissions-reducing home and infrastructure upgrades. Climate First also offers business banking (SBA lending, factoring/ABL, business money market accounts), ESOP financing, a mobile app and online banking, and tools like a Deposit Impact Calculator and a Demand Deposit Marketplace. The institution highlights impact metrics (e. g. , 9,000+ households supported through its solar loan program, 30,000+ customers, $67M strategic funding round) and emphasizes transparent, mission-aligned lending and stewardship.

📋 Description

• Manage the loan process from origination through closing • Ensure documentation accuracy and completeness and resolve documentation exceptions • Input financial information into the loan system and update financial statements • Prepare files for portfolio review • Maintain prospect lists and run reports tracking maturing lines and loans • Monitor past-due accounts and ensure communication and follow-up • Provide sales support and identify sales and cross-sell opportunities • Coordinate presentation materials and assist with scheduling sales calls • Handle daily routine tasks, ad-hoc requests and CRM management • Keep the lender on track and ensure timely completion of requests and requirements • Coordinate opening deposit and other banking services with branch and deposit operations partners • Build internal relationships for quick turnaround times • Serve as the primary resource for borrowers and respond to inquiries or issues • Support the lender with administrative tasks, reporting and HR-related matters • Commit to environmental, social, economic and racial justice • Complete mandatory compliance and IT training and follow bank policies, procedures and regulations • Question suspicious activity and collaborate to help prevent fraud

🎯 Requirements

• Bachelor’s degree in finance or equivalent education and formal training paired with strong accounting and math skills is a strong plus • Prior experience supporting commercial bankers • Strong accounting and math skills • Deep understanding of banking and commercial lending • Knowledge of applicable regulatory requirements and compliance • Ability to learn new tools quickly and leverage technology for efficiency • Valid U.S. work authorization; visa sponsorship is not offered • Must affirm being a non-smoker or affirm commitment to cessation within 90 days of offer acceptance • Ability to occasionally work evenings and weekends as needed • Completion of cognitive and personality assessments • Credit and background checks before the final interview • References from former mentors and managers • Ability to sustain standing and sitting, communicate frequently, use a PC, type or maintain sustained monitor attention, and occasionally lift up to 20 lbs.

🏖️ Benefits

• Annual bonus, incentives and equity may be available • 100% employer-paid health coverage for employees; employer contribution for dependents • Medical, dental and vision insurance • Health Savings Account (HSA) • Free telemedicine access via Teladoc • 401(k) with 6% employer match and 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- and long-term disability insurance • Voluntary life, accident and critical illness coverage • Employee Assistance Program (EAP) with free counseling, legal and financial services