United States - Remote Remote (Country) Employment

Climate First Bank is hiring a Loan Documentation Specialist

Responsibilities

  • Craft precision-perfect loan packages using LaserPro, 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 details post-closing, reviewing documentation and system entries to ensure accuracy, compliance, and peace of mind.
  • Support internal audits and regulatory exams with confidence, helping us stay transparent, accountable, and audit-ready.
  • Adopt a commitment to environmental, social, economic, and racial justice.
  • Stay informed of applicable regulatory requirements and complete all mandatory compliance and IT training.
  • Pursue and demonstrate an understanding of established Bank policies, procedures, and regulations.
  • Question suspicious activity and collaborate closely with the respective department(s) to help prevent fraudulent activity.

Additional Information

  • Remote role within the United States; Eastern Standard Hours.
  • Occasional U.S. travel for company events.
  • Tobacco-Free employer. All employees must affirm to be non-smokers or affirm commitment to cessation within 90-days of offer acceptance.
  • Sustained standing and sitting, frequent communication (speaking and listening) and use of PC, including typing or sustained attention to monitor, occasional lifting up to 20 lbs.
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About company
Climate First Bank

Climate First Bank is a full-service community bank with a mission centered on environmental sustainability, social justice, and good governance. Founded in 2021, the bank operates with the guiding principle that banking should support people and the planet while delivering strong financial performance. It is the nation’s first climate-focused bank, offering both personal and commercial banking services designed to create positive impact.

The bank provides mission-driven financial products including rooftop solar financing, renewable energy loans, energy-efficient building retrofits, EV charging infrastructure, and certified carbon offsets. It also uses customer deposits to fund initiatives like affordable housing and education. Climate First Bank avoids investing in fossil fuels and other harmful industries, differentiating itself from traditional banks.

As of 2025, the bank has financed over $500 million into values-driven projects and supports more than 30,000 customers nationwide. It is committed to transparency and accountability through certifications including Certified B Corporation, 1% for the Planet, and membership in the Global Alliance for Banking on Values. The bank also maintains Platinum LEED certification for its headquarters in St. Petersburg, Florida.

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Job Details
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Posted 3 hours ago