The world's first FDIC insured community bank founded to combat the climate crisis.
Digital Loan Processor
Location
United States
Posted
6 days ago
Salary
0
Seniority
Senior
Job Description
Digital Loan Processor
Climate First Bank
• 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.
Job 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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