Lead and strengthen the enterprise risk management program by identifying, assessing, and mitigating operational, financial, and compliance risks. Supervise a Risk Analyst and provide critical risk reporting and guidance to senior leadership and the Board of Directors.
Climate First Bank
20 Remote Job Openings at Climate First Bank
Lead the design, implementation, and optimization of enterprise-wide automated workflows on the Jack Henry Silverlake Core System. Collaborate with cross-functional teams to translate business requirements into technical specifications and ensure regulatory compliance.
Generate new SBA 7(a) and 504 loan opportunities through internal and external referral networks. Structure compliant lending solutions, conduct initial underwriting, and manage the loan process from proposal to closing.
Partner Support Specialist [OneEthos]
Climate First Bank
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Full Time
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19 days ago
Climate First Bank
Serve as the primary point of contact for solar installer partners, providing support and training on the OneEthos and Bodhi platforms. Monitor partner health and resolve operational issues to ensure a seamless loan application pipeline.
Act as the primary point of contact for customers via phone and email, providing exceptional service and product recommendations. Ensure operational efficiency by managing call volumes, resolving troubleshooting requests, and maintaining strict compliance with banking regulations.
Oversee the end-to-end loan servicing lifecycle, ensuring accurate payment processing, escrow management, and regulatory compliance. Lead and coach a high-performing servicing team to optimize workflows and enhance the borrower experience.
Process high-volume residential clean energy loan applications while ensuring strict adherence to internal policies and regulatory standards. Manage the digital customer experience through proactive communication, documentation gathering, and identifying cross-sell opportunities for bank solutions.
Manage diverse loan portfolios including consumer solar and SBA-guaranteed accounts to optimize recovery rates for delinquent accounts. Ensure strict adherence to internal policies and external regulations while maintaining professional borrower engagement and documentation.
Manage the end-to-end onboarding process for commercial clients and provide high-touch digital banking support. Oversee treasury service setup and maintain strong client relationships to drive engagement and retention.
Oversee the day-to-day servicing of commercial and consumer loan portfolios while ensuring operational excellence and regulatory compliance. Act as a key liaison between leadership and staff to drive process improvements and manage team performance.
Manage daily loan transactions, account maintenance, and portfolio oversight for commercial and consumer loans. Ensure regulatory compliance, resolve complex servicing issues, and support process improvements to enhance operational efficiency.
Provide strategic legal counsel and manage commercial, real estate, and SBA litigation and transactions for a growing bank. Lead collection efforts and oversee multi-state litigation while ensuring regulatory compliance and sound corporate governance.
The Marketing Coordinator will monitor performance data, manage recurring reports, and coordinate marketing campaigns and calendars. They will also support content production, asset management, and operational logistics to ensure brand consistency and campaign efficiency.
The Loan Documentation Specialist is responsible for preparing accurate loan packages using LaserPro and coordinating the closing process with various stakeholders. They also manage funding, review post-closing documentation, and support internal audits and regulatory exams to ensure compliance.
Financial Planning & Analysis Specialist
Climate First Bank
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Full Time
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2 months ago
Climate First Bank
The FP&A Analyst will develop and maintain financial models for budgeting, forecasting, and long-range planning to support strategic decision-making. They will also collaborate with cross-functional teams to analyze financial performance, identify trends, and ensure compliance with regulatory reporting requirements.
The Chief Credit Officer oversees credit risk management, lending operations, and the implementation of credit policies to maintain a high-quality loan portfolio. This role involves strategic leadership, regulatory compliance, and collaboration with senior executives to achieve the bank's financial and mission-driven goals.
The Director of ESOP Lending is responsible for originating and managing ESOP and employee ownership lending relationships while serving as a primary client-facing lead. This role involves developing a national pipeline, structuring complex financial deals, and maintaining long-term client relationships.
The Commercial Banker is responsible for meeting deposit, fee income, and commercial lending goals through proactive business development and relationship management. They will also oversee commercial loan administration, monitor portfolio credit quality, and provide superior advisory services to clients.
The Commercial Banker will lead the Executive Chairman's opportunities team while managing a personal portfolio to meet deposit, fee income, and commercial lending goals. Responsibilities include business development, loan structuring, portfolio health monitoring, and providing superior advisory services to clients.
The Credit Analyst is responsible for analyzing personal and business financial data to create comprehensive loan approval packages and provide recommendations to senior management. Additionally, the role involves monitoring existing loan portfolio performance and utilizing Power BI to generate detailed loan reports.