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Commercial Lending Assistant

Climate First Bank
Remote Full Time Negotiable 1 day ago

About the Job

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...

With branches in St. Petersburg, Winter Park, Mount Dora, Downtown Orlando 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.

Key Responsibilities

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.
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.

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 — and know when to slow down and ask for help. You understand what it takes to bring tasks to completion, can 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 stakeholders at all levels efficiently and tactfully.
Banking & Fintech Acumen - 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.
Tech-Forward and Analytical Thinking - You learn new tools quickly, are excited by innovation 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. 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.
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.
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.

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.
The base pay for this role starts at $64,735 and is commensurate based on experience required in the role.
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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