Commercial Lending Assistant

OpenKrill; United States; On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance

HSA

Teladoc

401(k) with employer match

Employee stock options

Solor/EV financing perks

PTO 2–4 weeks

Job summary

Climate First Bank is seeking a Commercial Lending Assistant to drive loan processing from origination to close, while acting as the lender’s support and information source for borrowers and internal stakeholders.

Remote role within Central Florida with occasional travel; strong accounting, math, and finance knowledge are valued to deliver accurate documentation and timely portfolio activity.

Qualifications

• Bachelor’s degree in finance or equivalent education required.
• Strong accounting and math skills preferred.
• Experience supporting commercial bankers is a plus.

Responsibilities

• Manage the loan process from origination through closing.
• Provide ongoing sales support and cross-sell opportunities.
• Coordinate deposit and banking service openings with branches.
• Support CRM management and administrative tasks for lenders.

Skills

Accounting

Math skills

Communication

Education

Bachelor’s degree in finance or equivalent

Job description

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 proud to be a Certified B Corporation, a member of 1% for the Planet, and part of the Global Alliance for Banking on Values (GABV), reflecting our deep commitment to sustainability, transparency, and ethical banking.

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

Under our Holding Company, Climate First Bancorp, we are also powered by OneEthos. OneEthos operates at the intersection of fintech and traditional banking to expand access to inclusive, values-driven financial services. Regulated by the Federal Reserve Bank, it equips Community Banks, Credit Unions, CDFIs, and Green Banks with ethical lending tools—especially in climate finance and solar lending.

Join the Movement

We’re seeking driven, mission-aligned individuals ready to make an impact. If you’re passionate about sustainability, thrive in a fast-paced, results driven environment, and want to be part of something bigger, you will feel right at home.

Our team is one of goal-setters, go-getters, problem solvers, thought leaders, and changemakers. We celebrate wins, tackle challenges head-on, and push boundaries. Fueled by purpose, we thrive where perseverance and passion turn ambitious goals into reality.

Thrive at Climate First Bank

At Climate First Bank, we’re investing in your future. We offer a comprehensive, people-first benefits package that supports your health, finances, and work-life balance. Please note that benefit eligibility varies by employment status and that benefits for part‑time employees may differ from those listed below.

Compensation — In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. Actual compensation is based on industry salary ranges, internal salary structures, experience, skills and other job‑related factors.

Health Coverage — 100% employer‑paid for employees; employer contribution for dependents by Us

• Medical, Dental & Vision Insurance
• Health Savings Account (HSA)
• Free Telemedicine access via Teladoc

Financial Wellness & Wealth Building

• 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

Generous Paid Time Off

• 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.

Protection & Peace of Mind

• 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.

Now Hiring: Commercial Lending Assistant

We’re seeking a Commercial Lending Assistant who’ll 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.

What You’ll Contribute:

Loan Process Management

• 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.

Lender’s Right Hand

• 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.

Administrative Support

• 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.

Champion Our Mission, Protect What 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.

What Makes a Stand‑Out Candidate:

Experience & Education

• 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.

The Work Environment:

• 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 l