Digital Loan Processor

Climate First Bank

Digital Loan Processor processing residential clean energy loan applications at Climate First Bank. Ensuring regulatory compliance and providing exceptional customer service while promoting sustainability.

Posted 7/27/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in processing residential clean energy loan applications while ensuring compliance with internal policies and regulatory standards. Excels in customer service, sales growth, and community engagement related to clean energy financing.

Highest-signal resume keywords

Loan Application ProcessingRegulatory ComplianceCustomer Service ExcellenceSales Growth AchievementDigital Banking Systems Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan ProcessingApplication ReviewDocumentation VerificationCompliance AdherenceFraud Prevention

Soft Skills

Customer InteractionSolution-Oriented ApproachCollaborationCommunity Engagement

Tools & Technologies

Digital Banking Systems

Industry Keywords

Clean Energy FinancingBank Lending PoliciesProgram ComplianceCross-Sell OpportunitiesEnvironmental Justice

About the role

Key responsibilities & impact

Process residential clean energy loan applications in line with internal policies and regulatory standards.
Review applications for completeness and program compliance.
Collect, verify, and organize supporting documentation (e.g., pay stubs, utility bills, contracts, IDs).
Ensure adherence to bank lending policies, program guidelines, and regulatory requirements.
Route completed loan files to Document Preparation and Underwriting teams.
Manage the Clean Energy Lending inbox to ensure timely responses.
Provide exceptional customer service through informed, timely, solution-oriented interactions (inbound and outbound).
Identify cross-sell opportunities and conduct outbound sales calls to drive revenue growth.
Support sales campaigns, digital banking initiatives, and training/adoption efforts.
Promote the bank’s mission through community engagement and advocacy for clean energy financing.
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.

Requirements

What you’ll need

Progressive experience in a client centric, high-volume role, ideally in a remote environment.
Comprehensive knowledge of bank digital banking systems.
Proven, consistent achievement of business growth goals and financial targets.

Benefits

Comp & perks

100% employer-paid for employees health coverage
Employer contribution for dependents by Us
Medical, Dental & Vision Insurance
Health Savings Account (HSA)
Free Telemedicine access via Teladoc
401(k) with 6% Employer Match — No Vesting Period.
Employee Stock Options
Exclusive Employee Banking Perks
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
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.
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.