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Loan Documentation Specialist

United States - Remote

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, we offer a full suite of personal and business services—including solar, residential, commercial, ESOP Banking, Structured Finance and SBA loans—all designed to power a better future. 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.

With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we’re proving that banking can be a force for good. We don’t just support environmental and social causes—we’re built on them.

Under our Holding Company, Climate First Bancorp, we are also powered by OneEthos. OneEthos operates at the intersection of fintech and traditional banking to expand access to inclusive, values-driven financial services. Regulated by the Federal Reserve Bank, it 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, results 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 thrive where perseverance and passion turn ambitious goals into reality.

Thrive at Climate First Bank

At Climate First Bank, we’re investing in your future. We offer a comprehensive, people-first benefits package that supports your health, finances, and work-life balance.

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 salary ranges, internal salary structures, experience, skills and other job-related factors.

Health Coverage — 100% employer-paid for employees; employer contribution for dependents by Us

  • Medical, Dental & Vision Insurance 
  • Health Savings Account (HSA) 
  • Free Telemedicine access via Teladoc

 Financial Wellness & Wealth Building

  • 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 

Generous Paid Time Off

  • 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.

Protection & Peace of Mind

  • 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.

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.


Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce 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

 

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