Digital Loan Processor

This is a fully remote position, open to applicants in United States.

📋 Description

• Process loan applications for residential clean energy in accordance with internal policies and regulatory standards.

• Assess applications for completeness and adherence to program requirements.

• Gather, validate, and arrange supporting documents (such as pay stubs, utility bills, contracts, and IDs).

• Ensure compliance with bank lending policies, program guidelines, and regulatory mandates.

• Forward completed loan files to the Document Preparation and Underwriting teams.

• Oversee the Clean Energy Lending inbox to guarantee prompt responses.

• Deliver outstanding customer service through knowledgeable, timely, and solution-focused interactions (both inbound and outbound).

• Identify opportunities for cross-selling and engage in outbound sales calls to enhance revenue growth.

• Assist in sales campaigns, digital banking projects, and training/adoption initiatives.

• Advocate for the bank’s mission through community involvement and support for clean energy financing.

• Commit to principles of environmental, social, economic, and racial justice.

• Remain updated on relevant regulatory requirements and complete all necessary compliance and IT training.

• Strive to understand established bank policies, procedures, and regulations.

• Investigate suspicious activities and collaborate with relevant departments to deter fraudulent actions.

⛳️ Requirements

• Progressive experience in a client-focused, high-volume role, preferably in a remote setting.

• In-depth knowledge of bank digital banking systems.

• Demonstrated, consistent success in achieving business growth objectives and financial targets.

🏝️ Benefits

• 100% employer-paid health coverage for employees.

• Employer contributions for dependents.

• Comprehensive Medical, Dental & Vision Insurance.

• Health Savings Account (HSA).

• Free Telemedicine access via Teladoc.

• 401(k) plan with a 6% Employer Match — No Vesting Period.

• Employee Stock Options.

• Exclusive Employee Banking Perks.

• 0% Financing available for Employee Solar Loans.

• Employee-only Mortgage Product with special 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 available for all full-time employees.

• Company-Paid Life Insurance.

• Short- and Long-Term Disability Insurance.

• Voluntary Life, Accident & Critical Illness Coverage.

• Employee Assistance Program (EAP) offering free counseling, legal, and financial services.