Commercial Lending Assistant

We’re 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, 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.

Now Hiring: As a Commercial Lending Assistant, you will be the backbone of our Commercial Lending operations, the organizational mastermind that keeps the lending process moving forward and the first line of defense for any exception issues, missing items or potential delays. This is more than just a job — it’s a chance to make a meaningful impact through purpose-driven finance.

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 overall wellbeing.

Health Coverage
• Medical, Dental & Vision Insurance — 100% Paid by Us (employee coverage, employer contribution towards dependents
• 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 and no vesting period.
• Employee Stock Options and Grants — 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 referring great people or business to us.

Generous Paid Time Off
• 2–4 Weeks of Base Vacation for full-time employees based on officer level.
• 8 days 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

What You’ll Be Driving as a Commercial Lending Assistant:
• WOW-Worthy Support- You will provide sales support to Commercial Bankers, help identify sales and cross sell opportunities, and ensure that your bankers are set up for success in any situation. You’ll prepare materials for presentations, set up sales calls and maintain organized and updated prospect lists.
• Process with Impact- You will demonstrate your processing genius by originating, processing and ensuring accuracy for loan documentation for closings, entering financial information into the loan system and diffusing blockers before they become a problem.
• Report with Purpose- Excel is your second language, and you can craft a report with little more than a nod from your banker. You’re consistently on top of maturing lines/ loans and have developed a failproof system of monitoring past due accounts. You also know that reporting is nothing without communication and you take pride in diligently following up on portfolio past dues.
• Deliver Borrower Service that keeps them coming back for more- You're a partner to our borrowers and guide them through the borrowing process with confidence and patience. You handle borrower requests for information and problem resolution efficiently, timely and always with a smile and that little extra effort that our borrowers love.
• Champion our Mission fiercely and passionately You’ll adopt and practice a commitment to social, economic, environmental, and racial justice. You will apply curiosity and interest in our core values and pursue education related to sustainability practices.

Who You Are:
• Service Obsessed- You’re a natural at making people feel heard, valued, and supported. You thrive on delivering exceptional service. Your lenders and borrowers are your top priority, and you take pride in the white glove support you provide to them.
• Loan Process Savvy- You are experienced in all things commercial lending. You know the ins and outs of the loan process, have managed a loan portfolio before and are well versed in loan systems and ensuring accuracy in loan documentation.
• Entrepreneurial Self-Starter- You love taking charge of your work product and take great pride in delivering consistently great results. Once you know what is expected of you, you run with — and know when to slow down and ask for help. 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.
• Master Communicator- Whether it’s on camera, phone, or chat—you’re confident, concise, and professional. You listen deeply and respond thoughtfully.
• Banking Expert- You understand banking and commercial lending deeply and can easily spot opportunities for cross selling. You are also a compliance wiz, have excellent knowledge of regulatory requirements — and you’re ready to put that knowledge to work.
• Tech-Forward Thinking- You’re quick to learn new tools and excited by innovation.
• Organization & Efficiency Guru- You manage your time like a pro, stay focused under pressure, and keep your workflow humming. You love putting your head down and getting into the groove but also appreciate changing routines. You’re a master note-taker and checklist fanatic and consider “dropped balls” a four-letter word.
• Team Player with a Spark- You lift others up, share ideas, and bring positive energy to everything you do.

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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