Job Details

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, with a growing physical and nationwide digital presence, we offera full suite of personal and business services designed to prove that banking can be a force for good. 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.

Under our Holding Company, Climate First Bancorp, we are also powered by OneEthos. Operating at the intersection of fintech and traditional banking, and regulated by the Federal Reserve Bank, it expands access to inclusive, values-driven financial services and 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, result 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 turn ambitious goals into reality.

Thrive at Climate First Bank

At Climate First Bank we offer a comprehensive, people-first compensation and benefits package that supports your health, finances, and work-life balance, including but not limited to:

• 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 standards, internal salary structures, experience, and other job-related factors.
• Medical, Dental and Vision Coverage — 100% Employer paid for the employee, contribution towards dependents
• Company-paid life insurance, disability insurance and an Employee Assistance Program (EAP) with free counseling, legal, and financial services.
• 401(k) with 6% Employer Match — No vesting period
• Employee Stock Options and Grants
• Employee Only Mortgage Product — Access to exclusive below market interest rates
• 0% Financing for Employee Solar and eligible Electric and Hybrid Vehicles (EVs)
• Paid Time Off— A minimum of 2 weeks of vacation plus paid sick time for eligible employees

Now Hiring: Loan Documentation Specialist

We're seeking a Loan Documentation Specialist who'll take the lead in preparing loan documents, coordinating closings, and ensuring every detail—from title work to flood determinations—is handled with care and precision. You'll process fundings, review post-closing documentation, and support internal audits and regulatory exams, all while helping us deliver mission-aligned lending that makes a real difference.

What You'll Contribute:

Loan Packages & Documents

• Craft precision-perfect loan packages using LaserPro, ensuring every document is accurate, compliant, and ready to move deals forward.
• Review attorney-prepared loan documents with a sharp eye for detail, ensuring everything aligns with policy and purpose.

Title & Flood Work

• Take the lead on title and flood work, ordering and reviewing critical reports that keep our lending process smooth and secure.

Funding & Closing

• Be the go-to coordinator for closings, working seamlessly with title agents, attorneys, loan officers, and assistants to bring each transaction across the finish line.
• Own the funding process, making sure loans are disbursed accurately and on time—because timing is everything.
• Double-check the details post-closing, reviewing documentation and system entries to ensure accuracy, compliance, and peace of mind.

Audits & Regulatory Exams

• Support internal audits and regulatory exams with confidence, helping us stay transparent, accountable, and audit-ready.

Champion Our Mission, Protect What Matters

• 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.

What Makes a Stand-Out Candidate:

Experience & Education

• 3-5 years of handling title work and understanding the importance of accuracy and compliance in the lending process.
• Bachelor's degree in finance or equivalent education and formal training.

Entrepreneurial Self-Starter - You take charge of your work product and take pride in delivering consistently great and measurable results. Once you know what is expected of you, you run with it — independently driving loans forward in a high-volume environment. You understand what it takes to bring tasks to completion, have the ability to anticipate and mitigate slowdowns and have a unique ability to balance efficiency and attention to detail. A high-pace and high-expectation environment excites you and you can't wait to push yourself to new professional heights in a company that rewards high performance.

Organization & Efficiency- You manage your time like a pro and stay focused under pressure. You love a good system but also adapt to changing routines. You're a master note-taker and checklist fanatic and stay on top of things with ease and consistency.

Master Communicator- You communicate with confidence, precision, and professionalism. You listen deeply and respond thoughtfully and engage with internal and external stakeholders efficiently and tactfully.

Banking & Fintech Acumen - You understand banking and Loan Operations deeply. Once you understand a process, you consistently look for ways to improve it or to complete it more efficiently. You are also committed to becoming a compliance wiz and actively strive for excellent knowledge of regulatory requirements. Lastly, you relentlessly seek and expand your understanding of our products and services and never miss an opportunity to speak eloquently about the Bank.

Tech-Forward and Analytical Thinking – You're quick to learn new tools and excited by innovation. You also have previously worked with LaserPro and Phoenix (core system) and know your way around loan documentation and system workflows.

Commitment to Being a Team Player - You lift others up, share ideas, and bring positive energy to everything you do. You know how to operate as a part of a larger team and love contributing to the big picture. You're dependable and always happy to lend a hand where needed.

The Work Environment:

• Remote role within the United States; Eastern Standard Hours.
• Occasional U.S. travel for company events.
• Tobacco-Free employer. All employees must affirm to be non-smokers or affirm commitment to cessation within 90-days of offer acceptance.
• Sustained standing and sitting, frequent communication (speaking and listening) and use of PC, including typing or sustained attention to monitor, occasional lifting up to 20 lbs.

The Hiring Process:

Applications must be submitted through the official application link. Resumes sent via other channels may be delayed or bypassed. Processing times may vary. Candidates selected to move forward will be contacted by the hiring team.

Our process follows the Topgrading Methodology — we hire A-Players through a structured, transparent process that includes:

• Cognitive and personality assessments
• An application form spanning your full education and work history
• 3 conversation stages with key team members- get to know us!
• Credit and background checks conducted before the final interview
• Final Step: Connect us with former mentors and managers of our choice for reference chats.

We do not offer visa sponsorship and will not pursue candidates without valid work authorization.

Equal Opportunity Statement: We believe that the diverse backgrounds of our employees are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Equal Opportunity Employer/Disability/Veterans

E-Verify Statement: This employer participates in E Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.