Loan Documentation Specialist - Remote

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 One Ethos.
One Ethos 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.

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.

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.

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

• Health Savings Account (HSA)

Financial Wellness & Wealth Building

• 401(k) with 6% Employer Match—No Vesting Period.
• Employee Stock Options
• 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.

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.

We’re seeking a Loan Documentation Specialist who’ll take the lead in preparing loan documents, coordinating closings, and ensuring every detail—from title work to flood determinations—is handled with care and precision. You’ll process fundings, review post-closing documentation, and support internal audits and regulatory exams, all while helping us deliver mission-aligned lending that makes a real difference.

• Craft precision-perfect loan packages using Laser Pro, ensuring every document is accurate, compliant, and ready to move deals forward.
• Review attorney-prepared loan documents with a sharp eye for detail, ensuring everything aligns with policy and purpose.

• Take the lead on title and flood work, ordering and reviewing critical reports that keep our lending process smooth and secure.

• Be the go-to coordinator for closings, working seamlessly with title agents, attorneys, loan officers, and assistants to bring each transaction across the finish line.
• Own the funding process, making sure loans are disbursed accurately and on time—because timing is everything.
• Double-check the…