Climate First Bank
Remote Jobs
20 Jobs
Role Description We’re seeking an Assistant Loan Servicing Manager to support the management of the Bank’s loan servicing function within the Loan Operations team, overseeing the day-to-day servicing of commercial and consumer loan portfolios. With a strong focus on operational excellence and regulatory compliance, you’ll help deliver a high-quality servicing experience while championing process improvement and scalability initiatives. You’ll also act as a key liaison between Loan Operations leadership and servicing staff. What You’ll Contribute: - Loan Servicing Operations & Portfolio Management - Support day-to-day loan servicing activities. - Ensure timely and accurate processing. - Monitor workflows and deadlines. - Serve as escalation point for complex issues. - Monitor loan maturities, delinquencies, and exceptions. - Ensure timely resolution of issues. - Oversee escrow administration. - Ensure proper tracking of collateral and insurance. - Reporting, Quality Control & Risk Management - Oversee quality control processes. - Perform periodic reviews of work. - Ensure compliance with regulations and policies. - Maintain strong internal controls. - Review servicing metrics and KPIs. - Team Leadership, Support & Continuous Improvement - Provide training and coaching to team members. - Assist with onboarding and performance feedback. - Support workload distribution and cross-training. - Support high-priority inquiries received from customers and internal partners. - Partner with internal departments. - Identify trends and improvement opportunities. - Drive efficiency and process enhancements. - Support system upgrades and new initiatives. - 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. Qualifications - High school diploma required; Bachelor’s preferred. - 4-7 years of loan servicing experience. - Commercial loan experience required. - Prior leadership experience preferred. Requirements - Entrepreneurial Self-Starter - You take charge of your work product and take pride in delivering consistently great and measurable results, independently carrying out managerial and loan servicing operations in a high-volume environment. - Organization & Efficiency - You manage your time like a pro and stay focused under pressure. - Master Communicator - You communicate with confidence, precision, and professionalism. - Banking & Fintech Acumen - You understand banking and loan operations deeply. - Tech-Forward and Analytical Thinking - You learn new tools quickly and leverage technology to create efficiencies. - Commitment to Being a Team Player - You lift others up, share ideas, and bring positive energy to everything you do. Benefits - Compensation — In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. - Health Coverage — 100% employer-paid for employees; employer contribution for dependents. - 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.
Title: Treasury Management Specialist Location: United States - Remote Job Description: 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: Treasury Management Specialist We’re seeking a Treasury Management Specialist who’ll be a part of our Deposit & Treasury Operations team and will serve as the subject matter expert for treasury products and services. You will uphold and enhance our standards for exceptional support is provided for both business Online Banking clients and branch staff. You will monitor the onboarding and training of business online banking clients, manage the account and customer reviews, report reviews processes, and assist with escalations through researching online banking and TM service issues to resolution. What You’ll Contribute: Risk Management - Assist with risk assessments & help achieve positive audit outcomes. - Ensure that clients are notified annually regarding updates to NACHA rules and regulations. - Ensure reports are reviewed for service usage and transaction limits to identify underutilized services and reduce fraud risk. - Review increase logs for TM services to ensure approvals are documented and updated as required. Procedures & Reporting - Develop and improve procedures, welcome packets, and TM forms to promote efficiencies and reduce risk. - Create and update reports within the Reporting Model System and BI, especially those to monitor and review Treasury Management Clients and services to ensure ACH services which require compliance with NACHA regulations. - Review service usage and transaction limits to identify underutilized services and reduce fraud risk. Treasury Management - Ensure efficient management of the daily operations for the department including business internet banking, ACH originators, Merchant Capture (RDC), wire originators, Bill Pay, Check/ACH Positive Pay, Insured Cash Sweep and Lockbox, ensuring set-up, troubleshooting, training and regular reviews. - Review customer requests, schedule new payments, modify existing payments, process returns, process wires and balance the originated entries. 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 - Minimum of 5+ years of progressive experience within treasury operations. - Experience primarily in banking sales, service and management and ideally supported by an AAP certification. - Jack Henry Silverlake experience preferred. Entrepreneurial Self-Starter - You take charge of your work product and take pride in delivering consistently great and measurable results. You proactively drive projects to completion while solving problems efficiently and operate with great attention to detail and limited supervision. 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 expertly, stay focused under pressure, and stay agile in an ever-changing environment. You’re a master multitasker and consider “dropped balls” a four-letter word. Dynamic, creative and high growth environments inspire you and allow you to perform at your best. You operate with maximum precision and ensure that your work product is error free. Master Communicator- You communicate with confidence, precision, and professionalism. You listen deeply and respond thoughtfully and engage stakeholders at all levels efficiently and tactfully. Banking & Fintech Acumen - Your background is primarily in banking, and you understand banking, banking processes and products deeply. You are also a compliance wiz with excellent knowledge of regulatory requirements. Tech-Forward and Analytical Thinking - You learn new tools quickly, are excited by innovation and leverage technology to optimize your work product and streamline processes. You are well versed in Microsoft Office programs, especially Excel. Commitment to Being a Team Player - You lift others up, share ideas, and bring positive energy to everything you do. You know what it takes to operate as a part of a larger team and cherish opportunities to contribute to the big picture. You’re dependable, communicate clearly 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: 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.
Title: Commercial Banker - Bay Area Location: Florida, United States Job Description: 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: Commercial Banker – Bay Area We’re seeking a Commercial Banker located in the Bay Area, to be responsible for meeting and exceeding budgeted deposit, fee income, and commercial lending goals. This will be accomplished through providing superior customer service, cross-selling of products and services, development of new business opportunities, structuring and closing of commercial loans and the maintenance and servicing of the commercial loan portfolio. This role is positioned to service the St. Petersburg/ Tampa market. What You’ll Contribute: Relationship Management, Business Development, & Sales Performance - Proactively identify and solicit new loan opportunities. - Achieve sales meeting and sales call goals. - Cross-sell all bank products and services while developing and maintaining whole customer relationships. - Meet deposit and DDA growth goals. - Develop referral relationships with realtors, CPA’s, builders, and other sources. - Actively represent Climate First Bank and its products and services in the community. - Attend networking events. Commercial Loan Administration, Portfolio Management, & Credit - Solicit, negotiate, and coordinate loan closings. - Monitor credit quality of loan portfolio to ensure proper credit grade application and risk identification for each loan. - Monitor portfolio health including identification and adjustment of proper credit grades and associated risk of each loan since loan inception. - Monitor past-due loans and coordinate collection efforts. - Report on all loans more than 10 days past-due to the loan committee. - Evaluate, authorize, and recommend approval of commercial loans and lines of credit. Client Service, Advisory, & Community Impact - Provision of superior customer service, including explanation of the loan process and answering questions, advising borrowers on financial status and methods of payment. - Contribute to achievement of relevant sustainability and community goals including Community Reinvestment Act and multi-cultural lending goals. 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+ years of prior commercial banking experience. - Existing portfolio and network. - Experience in a fast-growing banking environment preferred. - Supervisory experience preferred. - Bachelor's degree preferred; preferably in Business Administration or similar business-related degree. Entrepreneurial Self-Starter - You take charge of your work product and take pride in delivering consistently great and measurable results. You have a sales-oriented mindset with an unwavering commitment to the highest level of customer service. 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 are able to engage efficiently and tactfully with stakeholders at all levels of the organization. Additionally, you approach customer interactions with a customer centric mindset and consultative sales approach. Lastly, you build lasting relationships through transparency, honesty and reliability. Banking & Fintech Acumen - You are highly educated in financial products and services, applicable regulations and laws. You possess strong overall business acumen and the ability to interpret financial reports and legal documents, ideally with a background in credit. Tech-Forward and Analytical Thinking - You learn new tools quickly, are excited by innovation and leverage technology to optimize your work product. You are familiar with CRM tools, especially SalesForce. 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 St. Petersburg, FL and surrounding areas. - Occasional U.S. travel for company events or networking sessions. - 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
Title: Chief Credit Officer Location: Florida, United States Job Description: Remote 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: Chief Credit Officer (CCO) We’re seeking a Chief Credit Officer to be responsible for overseeing the credit risk management and lending operations of the bank. You'll ensure that the bank's credit policies and procedures are effectively implemented to maintain a high-quality loan portfolio while supporting the bank's growth objectives. This role involves strategic planning, leadership, and collaboration with other senior executives to achieve the bank's financial goals. What You’ll Contribute as the CCO Credit Risk & Loan Portfolio Management - Develop and implement comprehensive credit risk management strategies. - Minimize potential losses and ensure compliance with regulatory requirements. - Oversee the bank's loan portfolio ensuring proper diversification and risk mitigation. Policy Development & Credit Approval Process - Create, review, and update credit policies and procedures. - Lead the credit approval process. Team Leadership, Stakeholder Engagement, & Strategic Planning - Manage/mentor the credit team, fostering a culture of excellence, accountability, and continuous improvement. - Collaborate with all stakeholders to support the bank's mission and objectives. - Contribute to the bank's strategic planning process. Regulatory Compliance, Reporting & Analysis - Ensure adherence to all relevant banking regulations and guidelines. - Provide regular reports and analysis to executives and board of directors on the performance and risk profile of the loan portfolio. Champion Our Mission, Protect What Matters - Embody a commitment to environmental, social, economic, and racial justice. - Apply curiosity and interest in our core values and pursue education related to sustainability practices. - Pursue and demonstrate an understanding of established Bank policies, procedures, and regulations. - Recognize the importance of protecting the organization and our customers. - Stay informed on legal context and regulatory requirements; prioritize completing all web-based compliance and IT training. What You’ll Leverage in this Role: Experience & Education - Bachelor’s degree in Business, Finance or related field. - 10+ years of experience in Credit Operations and Commercial Lending. Preferably at a community bank. - 5+ years of experience leading diverse teams including staff and middle management. - Ability to direct, grow and develop teams and individuals. Entrepreneurial Self-Starter Mentality - You take charge of your work product and take pride in delivering consistently great and measurable results. You can think and act strategically, with an exceptional ability to solve problems, analyze and forecast needs while also mitigating existing and potential risks. Exceptional project management skills is no feat to you and you hold the ability to effectively drive short-and long-term projects to a close. A high-pace and high-expectation environment excites you – you possess superior time-management and prioritization skills that allow you to keep up with our growing environment. Master Communicator - Whether it’s in-person, on camera, phone, or chat — you communicate with confidence, precision, and professionalism. You listen deeply and respond thoughtfully - you're able to engage efficiently and tactfully with stakeholders at all levels of the organization. Additionally, you masterfully build relationships with all stakeholders, customers, and employees of all levels allowing you to develop business with strong influencing and decision-making skills. Banking & Fintech Acumen- You are highly educated and understand credit risk management principles, banking regulations, and industry best practices. You also possess strong overall business acumen and the ability to interpret financial reports and legal documents. You have excellent proficiency in financial analysis and credit evaluation. Strong knowledge of unique industries and markets in conjunction with a broad knowledge of business banking products and services is required. Tech-Forward and Analytical Thinking - You possess sound proficiency in banking software and technology. You’re able to learn new tools quickly, are excited by innovation and hold the ability to teach other team members. Commitment to Being a Team Player - You lift others up, share ideas, and bring positive energy to everything you do. You know what it takes to operate as a part of a larger team and cherish opportunities to contribute to the big picture. What to expect from your physical environment - Remote role within the state of Florida; preferably within the Central Florida area. - Occasional U.S. travel for company events or leadership sessions. - 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.
Role Description We’re looking for a Commercial Lending Attorney who will serve as an in-house attorney providing broad legal support to an aggressively growing $2 Billion bank. This role focuses on commercial, C&I, consumer, real estate, and SBA litigation and transactions as well as corporate governance matters. You will partner closely with the business and executive teams to mitigate risk, ensure compliance with applicable laws, and support strategic initiatives with sound legal advice. Role also is responsible for litigating in the state of Florida and overseeing other multi-state litigations. Candidate must reside in Florida with an Active Florida Bar License. What You’ll Contribute: - Provide strategic legal counsel - Advise executive leadership and business units on a wide range of legal matters, delivering practical, business-oriented guidance. - Translate complex laws and regulations into clear recommendations that support decision-making and organizational growth. - Partner on strategic initiatives, new products, and operational changes to ensure legal soundness and regulatory alignment. - Lead collections and enforcement efforts - Manage collection litigation from initial strategy through judgment execution, ensuring efficient and effective recoveries. - Evaluate enforcement options and collaborate with credit and risk teams to optimize outcomes. - Drive consistency and discipline in collections processes while minimizing legal exposure. - Oversee commercial litigation and dispute resolution - Serve as lead litigation counsel in Florida, handling pleadings, discovery, motions, and court appearances. - Direct multi-state litigation by managing outside counsel, budgets, and case strategy. - Represent the Bank in negotiations, mediations, and settlements while proactively identifying and mitigating dispute risks. - Support real estate and C&I transactions - Draft, review, and negotiate commercial loan and real estate financing documents. - Conduct legal due diligence and identify risks related to collateral, title, and transaction structure. - Work closely with lenders and business stakeholders to ensure transactions are compliant and aligned with business objectives. - Draft and negotiate contracts - Prepare and review a variety of agreements, including vendor, partnership, and confidentiality agreements. - Ensure contracts appropriately mitigate risk and comply with legal and regulatory standards. - Support improved contract processes, consistency, and risk awareness across the organization. - Proactively identify and mitigate legal risk - Advise on potential disputes, regulatory developments, and operational risks before they escalate. - Partner with compliance and risk functions to strengthen policies, controls, and governance practices. - Provide balanced recommendations that align risk management with business priorities. - Collaborate cross-functionally - Work closely with teams across lending, operations, compliance, and leadership to address legal issues early. - Contribute to business initiatives by offering solutions that balance legal considerations with practical outcomes. - Build strong relationships and serve as a trusted legal partner throughout the organization. - Support governance, compliance, and legal awareness - Assist in maintaining sound corporate governance and adherence to applicable regulations. - Contribute to policy development and updates to reflect evolving legal requirements. - Provide training and guidance to employees to strengthen understanding of legal risk and compliance expectations. - 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. Qualifications - Education & Bar Admission: Juris Doctor (J.D.) from an accredited law school. Active membership in the Florida Bar; additional U.S. state bar admissions a plus. - Legal Experience: 5+ years of relevant legal practice (combined law firm and/or in-house). Substantial experience in commercial lending litigation (handling or supervising business disputes) and exposure to real estate lending transactions. Demonstrated knowledge of corporate law and governance principles. - Technical Skills: Strong legal drafting, negotiation, litigation, and collection skills. Familiarity with contract law, regulatory compliance, and risk assessment. Able to interpret complex statutes and regulations affecting the Company’s operations. - Professional Standing: High ethical integrity and judgment. Licensed to practice law in good standing with no disciplinary history. Requirements - Entrepreneurial & Strategic Legal Thinker: Ownership of work with accountability, delivering high-quality, business-focused legal outcomes. - Organization & Efficiency: Manage multiple priorities with precision and discipline, staying organized and focused. - Master Communicator: Communicate with clarity and professionalism across all levels of the organization. - Banking & Lending Legal Acumen: Strong knowledge of commercial lending, litigation, and financial services law. - Analytical & Risk-Focused Thinker: Assess risk from both a legal and business perspective. - Tech-Savvy & Efficiency-Driven: Leverage technology to enhance productivity and improve legal processes. - Commitment to Collaboration & Partnership: Operate as a true business partner, building strong relationships across departments. Benefits - Compensation: In addition to the base salary, this position may be eligible for an annual bonus, incentives, and equity. - Health Coverage: 100% employer-paid for employees; employer contribution for dependents. - 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.
Role Description We’re seeking a Marketing Coordinator to monitor performance data, manage recurring reports, and spot trends that help the team make smarter decisions and keep campaigns on track. You’ll act as the connector who keeps campaigns, calendars, content, internal requests, and people moving in the right direction. What You’ll Contribute: - Reporting & Analysis - Compile and review multi-source performance data for data-driven decisions. - Create and manage recurring reports on campaigns, channel KPIs, and ROI. - Analyze data to identify trends, anomalies, and actionable insights. - Maintain UTM, tracking links, and audience tags for accurate attribution. - Support A/B test setup and summarize results across media channels. - Collaborate with management on monthly reviews, scorecards, and ad hoc analyses. - Campaign Execution & Coordination - Manage timelines, calendars, and deliverables across marketing initiatives. - Own request intake, triage needs, manage stakeholders, and track pipelines. - Coordinate with internal teams and agencies to deploy assets on time. - Support Marketing Partnerships and Sponsorships, including Sustainability Partnerships as needed. - Content & Asset Management - Support production and organization of emails, social posts, blogs, and landing pages. - Maintain asset libraries for logos, stock images, and historical files. - Manage brand standards and documentation to ensure brand consistency. - Digital Marketing Support - Support organic email campaigns in marketing platforms. - Provide ad hoc support for organic social posts. - Assist with website updates, landing page edits, and audits. - Support paid media setup, including UTMs, links, and audiences. - Operational Support - Manage marketing calendar and project management tools. - Track budgets, invoices, and expenses. - Coordinate vendors and campaign/event logistics. - Keep marketing operations and process documentation current. - Manage Branch Marketing, Event Marketing, Customer Relations, and Awards & Accolades submissions. - Facilitate Contact Marketing fulfillment to support sales teams with new business outreach. - Monitor and report digital customer complaints and resolution trends (e.g., Google reviews, social channels). Qualifications - Bachelor’s degree in marketing, business, advertising, communications, or a related field required. - 1-2 years of marketing experience strongly preferred. - Familiarity with financial services or regulated industries is a plus. - Salesforce Marketing Cloud experience preferred. - Project management tools such as Monday.com, Asana, or similar, preferred. - Experience with website and Marketing Analytics tools such as Google Analytics preferred. Requirements - Entrepreneurial Self-Starter: You take charge of your work product and take pride in delivering consistently great and measurable results. - Organization & Efficiency: You have great attention to detail, manage your time like a pro, and stay focused under pressure. - Master Communicator: You communicate with confidence, precision, and professionalism. - Banking & Fintech Acumen: You are highly educated in financial products and services, applicable regulations, and laws. - Tech-Forward and Analytical Thinking: You learn new tools quickly and leverage technology to create efficiencies. - Commitment to Being a Team Player: You lift others up, share ideas, and bring positive energy to everything you do. Benefits - Compensation: In addition to the base salary, this position may be eligible for an annual bonus, incentives, and equity. - 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 — No Vesting Period. - Employee Stock Options. - Exclusive Employee Banking Perks. - 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. - Company-Paid Life Insurance. - Short- & Long-Term Disability Insurance. - Employee Assistance Program (EAP) with free counseling, legal, and financial services.
Role Description We’re seeking an Operations Clerk to play a key support role across Climate First Bank’s Loan and Deposit Operations teams during an exciting period of growth and system conversion. This entry-level role is ideal for a detail-oriented, analytically curious professional eager to learn bank operations from the ground up. You’ll be a go-to resource for fulfilling customer document requests, ensuring accuracy, timeliness, and excellent internal service while gaining exposure across multiple operational functions. What You’ll Contribute: - Customer Document Support & Fulfillment: - Monitor and respond to customer requests for statements, check images, and loan documents. - Retrieve, review, and distribute documents accurately and securely. - Communicate clearly with internal teams on request status. - Ensure compliance with privacy and record-retention standards. - Support post-conversion customer service needs. - Operational Support Across Teams: - Provide day-to-day support to Loan and Deposit Operations. - Assist with data cleanup, reporting, and file maintenance. - Help streamline workflows during and after conversion. - Support special projects as needs evolve. - Maintain organized audit-ready records. - 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. Qualifications - Strong attention to detail and accuracy. - Comfort working with Excel and spreadsheets. - Prior banking or finance experience preferred but not required. Requirements - Entrepreneurial Self-Starter - You take charge of your work product and take pride in delivering consistently great and measurable results. - Organization & Efficiency - You manage your time like a pro and stay focused under pressure. - Master Communicator - You communicate with confidence, precision, and professionalism. - Banking & Fintech Acumen - You are highly educated in financial products and services, applicable regulations and laws, or are willing to pursue education promptly. - Tech-Forward and Analytical Thinking - You learn new tools quickly and leverage technology to optimize your work product. - Commitment to Being a Team Player - You lift others up, share ideas, and bring positive energy to everything you do. Benefits - Compensation: In addition to the base salary, this position may be eligible for an annual bonus, incentives, and equity. - Health Coverage: 100% employer-paid for employees; employer contribution for dependents. - 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.
Role Description We’re looking for a Virtual Receptionist who will be the first line of defense for all incoming phone calls through our main phone number. You will expertly route phone calls and answer simple customer inquiries with a smile and a first impression that leaves nothing to be desired. What You’ll Contribute as a Virtual Receptionist - Masterfully Route Calls: - Efficiently and expertly answer all incoming phone calls through our main phone number. - Handle simple inquiries like account balance checks and route more substantial requests to the appropriate team members. - Make all callers feel welcome and well taken care of with your professional, customer-obsessed and efficient demeanor. - Keep Call Backlogs at Bay: - Keep call times to a minimum while providing incredible service to our customers. - Utilize your outstanding efficiency and deep knowledge of the Bank, our services and organizational structure. - Smoothly answer all calls and prevent call backlogs at all costs; avoid calls going to voicemails. - Champion Our Mission, Protect What Matters: - Embody a commitment to social, economic, environmental, and racial justice. - Be willing to pursue and demonstrate an understanding of established Bank policies, procedures, and regulations. - Apply curiosity and interest in our core values and pursue education related to sustainability practices. - Recognize the importance of protecting the organization and our customers. - Question suspicious activity and stay in close collaboration with our Compliance department. - Stay informed on legal context and regulatory requirements and prioritize completing all web-based compliance and IT training. What You’ll Leverage in this Role - Your Service Obsession: You’re a natural at making people feel heard, valued, and supported. - Entrepreneurial Self-Starter Mentality: You take charge of your work product and take pride in delivering consistently great and measurable results. - Master Communicator: You’re a miracle worker on the phone, warm, concise, and professional. - Banking & Fintech Acumen: You understand banking or have the ability and curiosity to quickly attain such knowledge. - Tech-Forward and Analytical Thinking: You learn new tools quickly and leverage technology to optimize your work process. - Your Organization & Efficiency Guru Status: You manage your time like a pro, stay focused under pressure, and keep your workflow humming. - Commitment to Being a Team Player: You lift others up, share ideas, and bring positive energy to everything you do. What to Expect from Your Physical Environment - Remote role within the United States; Eastern Standard Hours. - Occasional U.S. travel for company events. - 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. 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.
Role Description We’re seeking an SVP, Director of Customer Experience to lead the design, buildout, and leadership of a fully remote customer support department developed from the ground up. You’ll own customer support strategy, infrastructure, staffing, technology, performance management, and experience outcomes across all support channels. You’ll create a scalable, compliant, and high-performing remote-first call center that delivers consistent and exceptional customer experiences while supporting company growth, brand values, and operational efficiency. Qualifications - Bachelor’s degree required; advanced degree preferred. - 10+ years of progressive customer support or call center leadership experience, including senior-level responsibility. - Experience in regulated or service-intensive industries such as financial services, healthcare, utilities preferred. Requirements - Design & execute enterprise-wide customer support strategies aligned with organizational growth, service standards, & customer experience objectives. - Build remote call center structures, staffing models, operating hours, & escalation frameworks. - Own customer support function & provide regular insights & performance reporting to executive team & Board as needed. - Establish core operational components. - Define & implement standard operating procedures for all interaction scenarios. - Ensure seamless handoffs between customer support & other departments. - Set up & optimize call center & customer engagement technology. - Partner with internal teams to ensure secure remote work environments, business continuity & disaster recovery readiness, reliability & scalability. - Lead recruitment, onboarding, & development of all customer experience staff & leaders. - Build a performance-driven, customer-centric remote culture with clear expectations, accountability, coaching, leadership development, & succession planning. - Define & manage key performance indicators and service-level targets. - Use data & analytics to optimize performance, staffing models, workflows & customer experience. - Ensure customer support operations adhere to all applicable regulatory, legal, & compliance requirements. - Implement strong controls around customer communications, data privacy, recordkeeping, & complaint management. - 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. Benefits - Compensation: In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. - 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 — 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. - 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.
Role Description 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. - 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. Qualifications - 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. Requirements - Entrepreneurial Self-Starter: You take charge of your work product and take pride in delivering consistently great and measurable results. - Organization & Efficiency: You manage your time like a pro and stay focused under pressure. - Master Communicator: You communicate with confidence, precision, and professionalism. - Banking & Fintech Acumen: You understand banking and Loan Operations deeply. - Tech-Forward and Analytical Thinking: You’re quick to learn new tools and excited by innovation. - Commitment to Being a Team Player: You lift others up, share ideas, and bring positive energy to everything you do. Benefits - Compensation: In addition to the base salary, this position may be eligible for an annual bonus, incentives, and equity. - Health Coverage: 100% employer-paid for employees; employer contribution for dependents. - 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.
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