Commercial Loan Clerk, Sr. jobs in Palm Bay, FL

Join our established, fast-growing organization and learn from the Nation’s first local green bank. You'll have the chance to lead, build, and shape the organization’s future, while accelerating your personal and professional growth.

Organization: Solar and Energy Loan Fund (SELF)

Job Title: Loan Processor

Location: Fort Pierce, FL (hybrid: in-person, office -based)

Classification: Exempt under FLSA

Salary Range: (commensurate with education and experience)

About SELF:

SELF is a national award-winning non-profit Community Development Financial Institution (CDFI) with a mission to rebuild and empower underserved communities by providing access to affordable and equitable capital to homeowners, landlords, developers, contractors, and small businesses to help transition communities towards an inclusive clean energy economy. Founded in Florida, SELF has expanded and now serves most of the Southern United States. Due in part to the recent passage of the Inflation Reduction Act, there is historically unprecedented momentum toward clean energy and home resilience. As the country’s first local Green Bank, and an established and proven pioneer of climate equity, there is need for SELF to lead this national movement. Thus, SELF is rapidly growing and hiring—a position with SELF provides enormous career growth opportunities while doing work that matters.

Position Overview

SELF is looking for a motivated individual to join the fast-growing SELF team. This position is full time. The Loan Processor will be responsible for reviewing loan applications, organizing, maintaining and advancing loan files, and requesting documents and information from loan applicants. This person will work with an established team and will require a full-time commitment to reaching the underwriting and lending goals of the organization.

Education, Experience, and Skills

• A college degree, associates, or bachelor’s is preferred but not required.
• Experience in banking and/or finance is highly preferred.
• Exceptional customer service skills.
• High proficiency in Microsoft Office Suite and computer savvy.
• Strong written and verbal communication skills.
• Ability to multitask, prioritize, and follow through with multiple assignments at once.
• Ability to take direction and learn from others while also being able to self-initiate work and tasks.
• Must have an analytical mindset and attention to detail to be successful in this position.

Essential Duties and Responsibilities:

• Processing new loan applications submitted by Loan Officers.
• Work with applicants through all stages of the financing process.
• Perform data input and review income and budget calculations.
• Ability to analyze files and overall client portfolio to determine appropriate programs and risk for loan recommendations.
• Analyze credit checks/credit bureau reports.
• Complete loan closings and authorize home improvement projects to begin.
• Ensure that all policies are complied with while performing job duties.
• Reviewing file documentation for missing or erroneous information.
• Meeting loan application deadlines.
• Support and work closely with the underwriters, loan officers and loan servicing team.
• Maintain SELF’s culture and represent the organization with a high standard of quality customer service at all points of contact.
• Other Duties as assigned by management.

Top Benefits and Perks:

We provide comprehensive medical, dental, and vision benefits; and a 403(b)-retirement plan with up to 5% match; performance-based bonuses; 12 paid holidays; a minimum of 21 days of paid leave; and paid leave to volunteer—something SELF is passionate about.

Physical Demands and Vision and Hearing Requirements

Candidate must have the ability to walk, stand, and sit for long periods of time, and must be able to lift and carry supplies weighing up to 20 pounds. The ability to communicate with internal and external clients via phone, email, video calls, and text is a daily expectation.

Apply:

If you are interested and ready to join a national leader that provides innovative financing and technical assistance to communities across the nation to achieve an inclusive and equitable clean energy economy that benefits ALL Americans, please submit a resume on our website at . Inquiries welcomed.

SELF is an Equal Opportunity Employer:

SELF has established and adopted an Equal Employment Opportunity policy (EEO), and the purpose of this EEO policy is to ensure that all employment decisions are made on a non-discriminatory basis, and not based on race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, citizenship, pregnancy or maternity, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients.

SELF is an equal opportunity employer. We will not discriminate and will take affirmative action measures to ensure against discrimination in employment, recruitment, advertisements for employment, compensation, termination, upgrading, promotions, and other conditions of employment against any employee or job applicant on the bases of race, color, gender, national origin, age, religion, creed, disability, veteran's status, citizenship, pregnancy or maternity, sexual orientation, gender identity or gender expression.

Job Type: Full-time

Pay: $40,000.00 - $45,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Application Question(s):

• What interests you in a career with SELF?

Education:

• Bachelor's (Required)

Location:

• Fort Pierce, FL (Required)

Work Location: Remote