Loan Documentation Specialist 9

Climate First Bank is seeking a Loan Documentation Specialist to prepare loan documents, coordinate closings, and ensure compliance. Responsibilities include crafting loan packages, reviewing attorney documents, and managing title and flood work. The role emphasizes sustainability and ethical banking, offering a comprehensive benefits package. This position is based in Delaware and is not remote.
We are changing FINANCE to finance CHANGE!

At Climate First Bank, we're redefining what banking can be.
As a Florida Benefit Corporation and FDIC-insured commercial bank, with a growing physical and nationwide digital presence, we offera full suite of personal and business services designed to prove that banking can be a force for good.
We're proud to be a Certified B Corporation, a member of 1% for the Planet, and part of the Global Alliance for Banking on Values (GABV), reflecting our deep commitment to sustainability, transparency, and ethical banking.

Under our Holding Company, Climate First Bancorp, we are also powered by OneEthos.
Operating at the intersection of fintech and traditional banking, and regulated by the Federal Reserve Bank, it expands access to inclusive, values-driven financial services and equips Community Banks, Credit Unions, CDFIs, and Green Banks with ethical lending toolsespecially in climate finance and solar lending.

Join the Movement

We're seeking driven, mission-aligned individuals ready to make an impact.
If you're passionate about sustainability, thrive in a fast-paced, result driven environment, and want to be part of something bigger, you will feel right at home.

Our team is one of goal-setters, go-getters, problem solvers, thought leaders, and changemakers.
We celebrate wins, tackle challenges head-on, and push boundaries.
Fueled by purpose, we turn ambitious goals into reality.

Thrive at Climate First Bank

At Climate First Bank we offer a comprehensive, people-first compensation and benefits package that supports your health, finances, and work-life balance, including but not limited to:
• CompensationIn addition to the base salary, this position may be eligible for an annual bonus, incentives and equity.
Actual compensation is based on industry standards, internal salary structures, experience, and other job-related factors.
• Medical, Dental and Vision Coverage 100% Employer paid for the employee, contribution towards dependents
• Company-paid life insurance, disability insurance and an Employee Assistance Program (EAP) with free counseling, legal, and financial services.
• 401(k) with 6% Employer Match No vesting period
• Employee Stock Options and Grants
• Employee Only Mortgage Product Access to exclusive below market interest rates
• 0% Financing for Employee Solar and eligible Electric and Hybrid Vehicles (EVs)
• Paid Time Off A minimum of 2 weeks of vacation plus paid sick time for eligible employees

Now Hiring:
Loan Documentation Specialist

We're seeking a Loan Documentation Specialist who'll take the lead in preparing loan documents, coordinating closings, and ensuring every detailfrom title work to flood determinationsis handled with care and precision.
You'll process fundings, review post-closing documentation, and support internal audits and regulatory exams, all while helping us deliver mission-aligned lending that makes a real difference.

What You'll Contribute:

Loan Packages & Documents
• 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.

Title & Flood Work
• Take the lead on title and flood work, ordering and reviewing critical reports that keep our lending process smooth and secure.

Funding & Closing
• 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 timebecause timing is everything.
• Double-check the details post-closing, reviewing documentation and system entries to ensure accuracy, compliance, and peace of mind.

Audits & Regulatory Exams
• Support internal audits and regulatory exams with confidence, helping us stay transparent, accountable, and audit-ready.

Champion Our Mission, Protect What Matters
• 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.

What Makes a Stand-Out Candidate:

Experience & Education
• 3-5 years of handling title work and understanding the importance of accuracy and compliance in the lending process.
• Bachelor's degree in finance or equivalent education and formal training.

Entrepreneurial Self-Starter - You take charge of your work product and take pride in delivering consistently great and measurable results.
Once you know what is expected of you, you run with it independently driving loans forward in a high-volume environment.
You understand what it takes to bring tasks to completion, have the ability to anticipate and mitigate slowdowns and have a unique ability to balance efficiency and attention to detail.