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Loan Operations Specialist

Loan Operations Specialist

Climate First BankTampa, FL, United States
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We are changing FINANCE to finance CHANGE!

Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering 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 overall 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. We collectively 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 we love working with people who are just as 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. Please note that this general outline will be further specialized based upon 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 and opportunities!

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
  • Payment and Loan Processing- Process payments / draw requests. Process property tax payments. Process loan maintenance. Paid Loan Processing, including preparing and filing releases. Daily / Monthly reconciliations.
  • Monitoring- Track real estate taxes and insurance on collateral. Monitor UCC-1 expiration dates and file continuation. Verify rate changes. Verify 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 judgement on when to ask questions and escalate to a team member or manager.
  • Must

    have excellent computer skills including extensive use of Windows,

    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 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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    Loan Specialist • Tampa, FL, United States

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