Commercial Lending Support Specialist (Impact & Growth)

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

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.