Commercial Lending Assistant

Climate First Bank; United States; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

HSA

Teladoc Access

401(k) with employer match

Employee Stock Options

Paid Time Off

Vacation (2–4 weeks)

Job summary

Climate First Bank is seeking a Commercial Lending Assistant who will be the driving force behind your lender's success. You’ll provide support where needed, ensure timely loan processing and be a source of information for internal stakeholders and borrowers.

This role blends commercial banking expertise, customer service and administrative support, including inputting financial data, preparing files, maintaining prospect lists and assisting with CRM management.

Responsibilities

• Loan Process Management: Manage the loan process efficiently from origination through closing.
• Lender's Right Hand: Provide ongoing sales support and identify sales and cross-sell opportunities; assist with scheduling and CRM tasks.
• Administrative Support: Coordinate opening of deposit and other banking services with branches; respond to customer inquiries and manage reporting and HR-related tasks.

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.

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.
• 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