Digital Loan Processor

Climate First Bank

9d • Remote

About The Position

We are seeking a Digital Loan Processor to power our clean energy lending program by efficiently processing a high volume of residential clean energy loan applications with precision and care, supporting a portfolio exceeding $55 million. You’ll review and verify applications, gather borrower documentation, and seamlessly guide files through preliminary checks, underwriting, and documentation stages. As a key representative of the bank’s digital customer experience and sustainability mission, you’ll also deliver an exceptional client experience through proactive communication, inbox management, and outbound outreach, including cross-selling additional bank solutions.

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.
• Entrepreneurial Self-Starter - You take charge of your work product and take pride in delivering consistently great and measurable results. You learn quickly, solve problems efficiently, and work well independently, under limited direction and supervision, exercising independent judgement, referencing available resources, and demonstrating a high level of accuracy 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, respond thoughtfully, masterfully build relationships, and develop business with strong influencing and decision-making skills. Above all, you exhibit tenacious focus on delivering.
• Banking & Fintech Acumen - You are highly educated in financial products and services, applicable regulations and laws or willing to pursue education promptly. You also possess strong overall business acumen and an understanding of consultative sales.
• 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.

Responsibilities

• 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.

Benefits

• Annual bonus
• Incentives
• Equity
• 100% employer-paid health coverage for employees
• Employer contribution for dependents
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Health Savings Account (HSA)
• Free Telemedicine access via Teladoc
• 401(k) with 6% Employer Match
• 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
• 64 Hours of Paid Sick Time
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed