Commercial Lending Assistant

Summary

Climate First Bank is a Florida Benefit Corporation and FDIC-insured commercial bank focused on sustainability, ethical banking, and values-driven financial services. The Commercial Lending Assistant supports lenders by managing loan processing from origination through closing, maintaining portfolio information, coordinating banking services, and providing customer and administrative support.

Responsibilities

• Manage the loan process efficiently and proactively from origination through closing
• Ensure accuracy and completeness of documentation every step of the way while resolving documentation exceptions
• Input financial information into the loan system and update financial statements
• Prepare files for portfolio review
• Maintain prospect lists and run reports to track maturing lines/loans
• Keep your lender in the know on portfolio activity by monitoring past due accounts
• Ensure consistent communication and follow up on portfolio past dues
• Provide ongoing sales support and identify sales and cross-sell opportunities
• Coordinate materials for presentations
• Assist with scheduling sales calls
• Handle the daily routine tasks, expedite ad-hoc requests and support CRM management as directed
• Keep your lender on track and ensure timely completion of all requests and requirements
• Coordinate the opening of deposit and other banking services with branch and deposit operations partners
• Build strong internal relationships to ensure quick turnaround times on all requests
• Act as the primary resource for your borrowers and respond to customer inquiries or issues with urgency and outstanding customer service
• Support your lender with administrative tasks, including reporting and various HR related 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

Skills

• 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
• You communicate with confidence, precision, and professionalism. You listen deeply and respond thoughtfully and engage stakeholders at all levels efficiently and tactfully
• You understand banking and commercial lending deeply and can easily spot opportunities for process improvements. You are also a compliance wiz, have excellent knowledge of regulatory requirements — and you're ready to put that knowledge to work
• You learn new tools quickly, are excited by innovation and leverage technology to create efficiencies
• Remote role within Central Florida with the expectation to travel occasionally to branches
• Occasional U.S. travel for company events
• Occasional need to work evenings and weekends as needed
• 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
• We do not offer visa sponsorship and will not pursue candidates without valid work authorization

Qualifications

Must Haves

• 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
• You communicate with confidence, precision, and professionalism. You listen deeply and respond thoughtfully and engage stakeholders at all levels efficiently and tactfully
• You understand banking and commercial lending deeply and can easily spot opportunities for process improvements. You are also a compliance wiz, have excellent knowledge of regulatory requirements — and you're ready to put that knowledge to work
• You learn new tools quickly, are excited by innovation and leverage technology to create efficiencies
• Remote role within Central Florida with the expectation to travel occasionally to branches
• Occasional U.S. travel for company events
• Occasional need to work evenings and weekends as needed
• 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
• We do not offer visa sponsorship and will not pursue candidates without valid work authorization

Benefits

• Annual bonus, incentives and equity may be available in addition to the base salary.
• Health coverage 100% employer-paid 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 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
• Remote role within Central Florida