Commercial Lending Assistant

Climate First Bank

12d•Remote

About The Position

We are seeking a Commercial Lending Assistant who will be the driving force behind your lender’s success. You provide support where needed, ensure timely loan processing and are a source of information for internal stakeholders and the borrowers. This role is a unique blend of commercial banking expertise, customer service and administrative support.

Requirements

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.
No visa sponsorship and will not pursue candidates without valid work authorization.

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.

Benefits

In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity.
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.