Job Description

We’re Not Just Changing FINANCE — We’re Financing 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, sustainable home, commercial, and SBA loans—all designed to power a better future.

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.

Join the Movement

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

Our team is made up  of goal-setters, go-getters, and changemakers . We celebrate wins, tackle challenges head-on, and push the boundaries of what a bank can do. If you’re fueled by purpose and growth, this is your place.

Thrive at Climate First Bank —

At Climate First Bank, we’re not just building a better future for the planet — we’re also investing in yours. We offer a comprehensive, people-first benefits package that supports your health, finances, and work-life balance.

Health Coverage — 100% Paid by Us (employee coverage, employer contribution towards dependents)

• Medical, Dental & Vision Insurance — fully covered for employees
• Health Savings Account (HSA)  with tax advantages and generous contribution limits
• Free Telemedicine access via Teladoc

  Financial Wellness & Wealth Building

• 401(k) with 6% Employer Match — start saving for retirement with a strong head start No Vesting Period.
• Employee Stock Options — share in the success you help create
• Exclusive Employee Banking Perks — including employee only account and loan products.
• 0% Financing for Employee Solar Loans — power your home sustainably
• 0% Financing for Eligible Electric Vehicles (EVs) — drive the change you believe in
• Referral Incentives — earn rewards for bringing great people to the team

Generous Paid Time Off

• 2–4 Weeks of Vacation  based on based on officer level. Additional time off available after the first full year of tenure.
• 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: Loan Documentation Specialist

As our Loan Documentation Specialist , you will be the detail-driven engine behind our commercial and consumer lending operations. You’ll be responsible for preparing and reviewing loan documentation, coordinating with attorneys and lenders, and ensuring every closing is executed with precision and compliance. This is more than just a job — it’s a chance to make a meaningful impact through purpose-driven finance.

The Rockstar Loan Documentation Specialist we are looking for is located in the United States and able to consistently work Eastern Standard Time hours.

What you’ll be driving as a Loan Documentation Specialist

• Document Preparation : Draft and prepare loan documents for commercial and consumer loans, ensuring accuracy, completeness, and compliance with internal policies and regulatory requirements.
• Attorney Document Review: Review attorney-prepared loan packages for accuracy and consistency with approved credit terms. Identify discrepancies and coordinate corrections prior to closing.
• Closing Coordination: Work closely with lenders, attorneys, title companies, and internal teams to schedule and coordinate loan closings. Ensure all required documentation is received, reviewed, and ready for execution.
• Compliance & Quality Control: Maintain a strong understanding of lending regulations and ensure all documentation meets compliance standards. Perform quality control checks and maintain accurate records.
• Process Improvement: Identify opportunities to streamline documentation workflows and improve turnaround times. Collaborate with team members to implement best practices.

Who you are:

· Detail-Oriented & Precise : You have a sharp eye for detail and a passion for getting things right the first time. You take pride in producing clean, accurate, and compliant documentation.

· Experienced in Loan Documentation : You bring 3+ years of experience in commercial and/or consumer loan documentation. You’re familiar with loan systems, legal terminology, and closing procedures.

· Collaborative & Communicative: You work well with lenders, attorneys, and operations teams. You’re a clear communicator who keeps everyone informed and aligned.

· Compliance-Minded: You understand the importance of regulatory compliance and are comfortable navigating the requirements of consumer and commercial lending.

· Organized & Efficient: You manage multiple priorities with ease, meet deadlines consistently, and keep your workflow organized and transparent.

· Mission-Aligned: You believe in Climate First Bank’s values and are excited to contribute to a purpose-driven organization focused on sustainability and equity.

Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

E-Verify Statement:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

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