SBA Loan Closer/ Processor

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 team as an SBA Loan Closer / Processor to support our SBA operations. This remote position is responsible for coordinating the SBA loan process through its various stages, including application submission, loan approval, and loan closing.

Acts as the primary liaison between the Business Development Officer, the underwriter, the borrower, and the Small Business Administration (SBA) with respect to collateral review and loan documentation for SBA loans.

Other responsibilities include SBA eligibility review, entering loans into ETRAN, coordinating with Loan Operations for funding.

Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment.

Please send a resume to apply.

Job Responsibilities

• Acts as the primary liaison between the Business Development Officer, the underwriter, the borrower, and the Small Business Administration (SBA) with respect to collateral review and loan documentation for SBA loans.
• Review SBA eligibility.
• Coordinate with Loan Operations for funding.
• Work with Lender Service Provider (LSP), as needed, to ensure timely closings.
• Primary facilitator of loan closing and due diligence follow-up.
• Coordinate complete loan process including loan processing and closing.
• Manage all SBA required loan applications in individual pipelines.
• Ensure all loan files are properly documented and meet SBA and bank standards.
• Stay abreast of all changes to the SBA SOP.*Submit loans in ETRAN for approval.
• Provide exceptional customer service to borrowers and address any concerns or issues promptly.

Requirements :

• 3-5 years SBA Closing Experience.
• High School Diploma or equivalent required
• Strong Understanding of the SBA SOP.
• Ability to act independently in carrying out requirements of the packaging and closing process in a high-volume environment.
• Ability and desire to work in a team environment.
• Proven ability to work under pressure, prioritize workloads and work independently in a highly organized and efficient manner.
• Ability to effectively communicate with customers and other key stakeholders.
• Ability to efficiently identify and resolve problems and process slowdowns.

Desired Qualifications and Skills :

• Ideal candidates will have a college degree, or equivalent training and experience, with a specialization in accounting, finance or other business-related fields.
• Affinity and basic understanding of Climate First Bank's mission and commitment to sustainability.

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.