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 responsible banking practices.
Stay informed on regulatory requirements and complete all required compliance training.
Support fraud prevention and ensure adherence to bank policies and procedures
Bachelor’s degree in business, finance, or related field preferred
3+ years of SBA lending experience
Experience with government-guaranteed lending programs (SBA 7(a), Express, 504, USDA)
Strong financial analysis, communication, and organizational skills
Proven ability to collaborate across teams and manage client relationship
Entrepreneurial Self-Starter - You take ownership of your pipeline, proactively generating SBA opportunities through referral networks and market outreach. You think strategically, structure solutions within SBA guidelines, and use data and performance metrics to consistently drive results in a goal-oriented environment.
Organization & Efficiency- You effectively manage a high-volume pipeline, keeping deals organized from prospecting through closing. You prioritize tasks, maintain accurate documentation, and use systems and tools to ensure deals move forward efficiently and compliantly.
Master Communicator- You communicate clearly and confidently with clients, partners, and internal teams. You simplify complex financial concepts, guide productive conversations, and build strong relationships that lead to successful deal execution and repeat business.
Banking & Fintech Acumen - You apply strong knowledge of SBA programs and credit analysis to structure sound, compliant loan solutions. You assess financials with confidence and stay current on regulatory requirements to ensure quality and consistency across every deal.
Tech-Forward and Analytical Thinking - You leverage CRM tools, financial data, and reporting systems to manage your pipeline and evaluate opportunities. You use insights to prioritize deals, improve efficiency, and support informed decision-making.
Commitment to Being a Team Player - You collaborate closely with underwriting, credit, and closing teams to move deals forward. You communicate proactively, share knowledge, and contribute to a supportive team environment that ensures strong client outcomes.
The base pay for this role starts at $120,000 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
