Digital Loan Processor

🕒 July 27

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 18%

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Logo of Climate First Bank

Climate First Bank

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

• 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. • Manage the Clean Energy Lending inbox to ensure timely responses. • Provide exceptional customer service through informed, timely, solution-oriented interactions (inbound and outbound). • 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. • Adopt a commitment to environmental, social, economic, and racial justice. • Stay informed of applicable regulatory requirements and complete all mandatory compliance and IT training. • Pursue and demonstrate an understanding of established Bank policies, procedures, and regulations. • Question suspicious activity and collaborate closely with the respective department(s) to help prevent fraudulent activity.

🎯 Requirements

• Progressive experience in a client centric, high-volume role, ideally in a remote environment. • Comprehensive knowledge of bank digital banking systems. • Proven, consistent achievement of business growth goals and financial targets.

🏖️ Benefits

• 100% employer-paid for employees health coverage • 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.

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