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Climate First Bank

Loan Operations Specialist

Climate First Bank, Tampa, Florida, us, 33646

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Overview We are changing FINANCE to finance CHANGE! Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we offer a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and leaving our communities and the world better than we found it.

We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members. We are a team of growth-focused, goal-oriented and competitive individuals who work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do and enjoy working with people who are excited about our objectives as we are!

Come join our Loan Operations team as a Loan Operations Specialist and take your career to a level unattainable in a traditional bank environment. The Loan Operations Specialist prepares loan documents and will be responsible for addressing appropriate title insurance coverage to protect Climate First Bank's interests. This outline may be further specialized based on skillset and fit within the Loan Operations department.

This position is remote within the State of Florida. Additional States may be considered on a case-by-case basis. Please send a resume to apply.

Benefits

Competitive compensation

Employer paid medical, vision and dental insurance

Employer paid disability and life insurance

401k match

Employee Stock Options

Compelling incentive plans

Employee only rates for certain loan products

Working with an amazing team of dedicated and like-minded individuals

Being part of an exciting venture with amazing opportunities for growth

Primary Responsibilities

Loan Documentation:

Prepare loan documents utilizing LaserPro and review attorney-prepared loan documents. Order title work and flood determinations.

Closing Process:

Coordinate closings. Process loan fundings. Review loan documentation post-closing for accuracy and compliance within loan policy.

Reporting:

Prepare and maintain loan policy exception report. Prepare monthly documentary stamp tax report.

Operations:

Assist in developing policies and procedures. Book new loans and renewals on core systems.

Payment and Loan Processing:

Process payments/draw requests. Process property tax payments. Process loan maintenance. Prepare and file releases. Conduct daily/monthly reconciliations.

Monitoring:

Track real estate taxes and insurance on collateral. Monitor UCC-1 expiration dates and file continuation. Verify rate changes and escrow analyses.

Requirements

Ability and desire to thrive in a fast-paced, performance-driven environment with frequent routine changes.

Detail-oriented, resourceful, creative and organized self-starter.

Ability to complete assignments with little oversight and supervision. Sound judgment on when to ask questions and escalate to a team member or manager.

Must have excellent computer skills including extensive use of Windows and Microsoft Office Programs.

Physical Demands

Sustained standing and sitting.

Frequent use of PC, including typing or sustained attention to monitor.

Occasional lifting of basic office files or equipment up to 20 lbs.

Equal Opportunity 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. 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 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 DHS or SSA 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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