Job Description

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, we offer a full suite of personal and business services—including solar, residential, commercial, ESOP Banking, Structured Finance and SBA loans—all designed to power a better future. 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.

With branches in St. Petersburg, Winter Park, Mount Dora , and a growing digital presence , we’re proving that banking can be a force for good. We don’t just support environmental and social causes—we’re built on them.

Under our Holding Company, Climate First Bancorp , we are also powered by OneEthos. OneEthos operates at the intersection of fintech and traditional banking to expand access to inclusive, values-driven financial services. Regulated by the Federal Reserve Bank, it equips Community Banks, Credit Unions, CDFIs, and Green Banks with ethical lending tools—especially 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, results 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 thrive where perseverance and passion turn ambitious goals into reality.

Now Hiring: Mortgage Loan Officer Assistant

We’re looking for a  Mortgage Loan Officer Assistant  who will play a critical role in supporting high-performing loan officers and ensuring a seamless lending experience for clients. This position is all about precision, organization, and proactive problem-solving. The candidate will manage loan pipelines, coordinate documentation, maintain compliance, and communicate directly with clients to keep the process moving smoothly. If you excel in fast-paced environments and thrive on keeping complex workflows organized, this role is designed for you.

Thrive at Climate First Bank

At Climate First Bank, we’re investing in your future. We offer a comprehensive, people-first benefits package that supports your health, finances, and work-life balance.

Compensation — In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. Actual compensation is based on industry salary ranges, internal salary structures, experience, skills and other job-related factors.

Health Coverage — 100% employer-paid for employees; employer contribution for dependents by Us

• Medical, Dental & Vision Insurance 
• Health Savings Account (HSA) 
• Free Telemedicine access via Teladoc

  Financial Wellness & Wealth Building

• 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 

Generous Paid Time Off

• 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.

Protection & Peace of Mind

• Company-Paid Life Insurance 
• Short- & Long-Term Disability Insurance
• Voluntary Life, Accident & Critical Illness Coverage

What You’ll Contribute as the Mortgage Loan Officer Assistant

Pipeline & Compliance Management

• Maintain an organized and up-to-date loan pipeline.
• Monitor TRID and ECOA compliance throughout the process.
• Track deadlines and proactively resolve potential bottlenecks.
• Verify data integrity across systems and documentation.
• Flag discrepancies and escalate issues promptly.

Client Experience & Communication

• Serve as the primary liaison between clients and loan officers.
• Provide timely updates on application status and next steps.
• Answer client questions with clarity and professionalism.
• Maintain a positive, reassuring tone during high-pressure situations.

Documentation & Application Support

• Collect and review borrower documentation for completeness.
• Organize files for easy access and audit readiness.
• Input accurate data into loan origination systems.
• Assist with DU/LP findings and basic tax return analysis.
• Prepare closing packages and verify final details.

Portfolio Oversight & Team Collaboration

• Monitor existing portfolios for expired insurance or payment issues.
• Coordinate with multiple loan officers when volume spikes.
• Anticipate needs and proactively offer solutions.
• Contribute to a positive, high-energy team environment.

What You’ll Leverage in this Role:

Experience & Education

• 10+ years of experience either as a Loan Assistant or Loan Processor supporting high-volume or multiple loan officers in the residential mortgages field
• Strong TRID, ECOA, DU/LP, and mortgage processing knowledge

Entrepreneurial Self-Starter Mentality - You take charge of your work product and take pride in delivering consistently great and measurable results. You solve problems efficiently, seek operational efficiencies and are an analytical thinker with a strong focus on data-driven decision making. A high-pace and high-expectation environment excites you and you can’t wait to push yourself to new professional heights in a company that rewards high performance.

Master Communicator - Whether it’s in-person, on camera, phone, or chat — you communicate with confidence, precision, and professionalism. You listen deeply and respond thoughtfully and are able to engage efficiently and tactfully with stakeholders at all levels of the organization. Additionally, you masterfully build relationships and develop business with strong influencing and decision-making skills.

Banking & Fintech Acumen - You are highly educated in financial products and services, applicable regulations and laws. You also possess strong overall business acumen and the ability to interpret financial reports and legal documents. Strong knowledge of unique industries and markets in conjunction with a broad knowledge of business banking products and services is required.

Tech-Forward and Analytical Thinking - You learn new tools quickly, are excited by innovation and leverage technology to optimize your work product and streamline your creative process. 

Commitment to Being a Team Player - You lift others up, share ideas, and bring positive energy to everything you do. You know what it takes to operate as a part of a larger team and cherish opportunities to contribute to the big picture. You’re dependable, communicate clearly and always happy to lend a hand where needed.

What to expect from your physical environment

• Remote role within the State of Florida.
• Occasional U.S. travel for company events and leadership sessions.
• Sustained standing and sitting.
• Frequent communication (speaking and listening) and use of PC, including typing or sustained attention to monitor.
• Occasional lifting up to 20 lbs.

What to expect from the hiring process:

Our process follows the Topgrading Methodology — we hire A-Players through a structured, transparent process.

• Credit and background checks conducted upfront.
• 3 conversation stages with key team members. We welcome questions and dialogue!
• Cognitive and personality assessments, as well as in-depth application spanning your full education and work history.
• Final Step: Connect us with former mentors and managers for brief reference chats.

HOW TO APPLY: Apply through the official application link. Resumes sent via unofficial channels may be delayed or not reviewed. All applicants receive confirmation upon submission. Due to high volume, processing times may vary. We will email or text updates throughout the process. 

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 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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