Commercial Lending Assistant
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, remove boilerplate (cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions). Also must not include sections with filler like "commensurate with experience". Must not create Pay/Schedule/Benefits unless posting actually states them. The posting includes benefits details, compensation mention (base salary, annual bonus, incentives, equity). So we can include Benefits and maybe Pay? The posting says "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." That's compensation info, but not a specific salary figure. The rule says: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state compensation details (though not a number). It says "Compensation — In addition to the base salary..." So we could include a Pay section with that info. However the rule also says: never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD"). The compensation description is not filler; it's actual description. So we can include Pay.
Schedule: The posting mentions occasional need to work evenings and weekends as needed, remote role within Central Florida with expectation to travel occasionally to branches, occasional US travel for company events. That's schedule info. So we can include Schedule.
Benefits: The posting has a detailed benefits list. So include Benefits.
About the role: The intro paragraphs: "Now Hiring: Commercial Lending Assistant... We’re seeking a Commercial Lending Assistant who’ll be the driving force behind your lender’s success..." That's about the role. Could be About the role.
Responsibilities: The bullet points under "What You’ll Contribute:" with subheadings Loan Process Management, Lender’s Right Hand, Administrative Support, Champion Our Mission, Protect What Matters. Those are responsibilities.
Requirements/Qualifications/Skills: The "What Makes a Stand-Out Candidate:" section includes Experience & Education, Entrepreneurial Self-Starter, Organization & Efficiency, Master Communicator, Banking & Fintech Acumen, Tech-Forward and Analytical Thinking, Commitment to Being a Team Player. Those could be qualifications/skills. We need to decide which headings to use. We have allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can map: Requirements could be Experience & Education (Bachelor's degree etc). Qualifications could be the entrepreneurial self-starter etc? Or we could combine. But we must not create thin sections. Better to have a few substantive sections: About the role, Responsibilities, Qualifications (covering experience, skills, attributes), Benefits, Pay, Schedule. Avoid duplication.
We must not repeat job title as heading. So no Commercial Lending Assistant
.
We must output only HTML fragment, no /, no markdown fences.
We need to use - for any list of duties/requirements/benefits. Use
for prose.
We need to preserve all substantive information; do not invent or summarize away detail. So we must keep details like specific tasks, benefits list, etc.
We must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. The posting includes "The Hiring Process:" which is application instructions; we must remove that. Also "We do not offer visa sponsorship..." etc is also part of hiring process; remove. Also "At Climate First Bank, we’re redefining..." that's about the company; maybe we can keep as part of About the role? It's substantive about company mission; could be included in About the role. The "Join the Movement", "Thrive at Climate First Bank" sections are also about benefits and culture; we already have Benefits section; we can incorporate some of that into Benefits or About the role. But we must not duplicate.
We need to ensure we don't include application instructions like "Applications must be submitted through the official application link." etc. Remove.
Also remove "Our process follows the Topgrading Methodology..." etc. That's hiring process; remove.
Also remove "We are changing FINANCE to finance CHANGE!" maybe keep as part of About the role? It's a tagline; could be kept.
We need to preserve all substantive information: duties, responsibilities, qualifications, benefits, pay, schedule, work environment details (remote role, occasional travel, tobacco-free, physical demands). Those are part of schedule or work environment; we can include in Schedule or maybe a separate section? But we only have allowed headings; we could put work environment details under Schedule (since schedule includes travel, evenings/weekends) or maybe under About the role. But we need to keep them.
Let's extract sections:
**About the role / Company overview**:
- Now Hiring: Commercial Lending Assistant
- We’re seeking a Commercial Lending Assistant who’ll be the driving force behind your lender’s success. You provide support where needed, ensure timely loan processing and are a source of information for internal stakeholders and the borrowers. This role is a unique blend of commercial banking expertise, customer service and administrative support.
- 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 MovementWe’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.
- Thrive at Climate First BankAt 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. Please note that benefit eligibility varies by employment status and that benefits for part-time employees may differ from those listed below.
But the last paragraph about benefits is more appropriate for Benefits section.
**Responsibilities** (What You’ll Contribute):
- Loan Process Management: Manage the loan process efficiently and proactively from origination through closing. Ensure accuracy and completeness of documentation every step of the way while resolving documentation exceptions. Input financial information into the loan system and update financial statements. Prepare files for portfolio review. Maintain prospect lists and run reports to track maturing lines/loans. Keep your lender in the know on portfolio activity by monitoring past due accounts. Ensure consistent communication and follow up on portfolio past dues.
- Lender’s Right Hand: Provide ongoing sales support and identify sales and cross-sell opportunities. Coordinate materials for presentations. Assist with scheduling sales calls. Handle the daily routine tasks, expedite ad-hoc requests and support CRM management as directed. Keep your lender on track and ensure timely completion of all requests and requirements.
- Administrative Support: Coordinate the opening of deposit and other banking services with branch and deposit operations partners. Build strong internal relationships to ensure quick turnaround times on all requests. Act as the primary resource for your borrowers and respond to customer inquiries or issues with urgency and outstanding customer service. Support your lender with administrative tasks, including reporting and various HR related matters.
- 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.
**Qualifications / Requirements / Skills** (What Makes a Stand-Out Candidate):
- Experience & Education: Bachelor’s degree in finance or equivalent education and formal training paired with strong accounting and math skills is a strong plus. Prior experience supporting commercial bankers.
- 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 — and know when to slow down and ask for help. You understand what it takes to bring tasks to completion, can anticipate and mitigate slowdowns and have a unique ability to balance efficiency and attention to detail. 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.
- Organization & Efficiency: You manage your time like a pro and stay focused under pressure. You love a good system but also adapt to changing routines. You’re a master note-taker and checklist fanatic and stay on top of things with ease and consistency.
- Master Communicator: You communicate with confidence, precision, and professionalism. You listen deeply and respond thoughtfully and engage stakeholders at all levels efficiently and tactfully.
- Banking & Fintech Acumen: You understand banking and commercial lending deeply and can easily spot opportunities for process improvements. You are also a compliance wiz, have excellent knowledge of regulatory requirements — and you’re ready to put that knowledge to work.
- Tech-Forward and Analytical Thinking: You learn new tools quickly, are excited by innovation and leverage technology to create efficiencies.
- Commitment to Being a Team Player: You lift others up, share ideas, and bring positive energy to everything you do. You know how to operate as a part of a larger team and love contributing to the big picture. You’re dependable and always happy to lend a hand where needed.
**Work Environment / Schedule** (The Work Environment):
- Remote role within Central Florida with the expectation to travel occasionally to branches.
- Occasional U.S. travel for company events.
- Occasional need to work evenings and weekends as needed.
- Tobacco-Free employer. All employees must affirm to be non-smokers or affirm commitment to cessation within 90-days of offer acceptance.
- 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.
**Pay** (Compensation):
- 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.
**Benefits** (Thrive at Climate First Bank benefits list):
- Health Coverage — 100% employer-paid for employees; employer contribution for dependents by UsMedical, Dental & Vision Insurance Health Savings Account (HSA) Free Telemedicine access via Teladoc
- Financial Wellness & Wealth Building: 401(k) with 6% Employer Match
for prose. We need to preserve all substantive information; do not invent or summarize away detail. So we must keep details like specific tasks, benefits list, etc. We must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. The posting includes "The Hiring Process:" which is application instructions; we must remove that. Also "We do not offer visa sponsorship..." etc is also part of hiring process; remove. Also "At Climate First Bank, we’re redefining..." that's about the company; maybe we can keep as part of About the role? It's substantive about company mission; could be included in About the role. The "Join the Movement", "Thrive at Climate First Bank" sections are also about benefits and culture; we already have Benefits section; we can incorporate some of that into Benefits or About the role. But we must not duplicate. We need to ensure we don't include application instructions like "Applications must be submitted through the official application link." etc. Remove. Also remove "Our process follows the Topgrading Methodology..." etc. That's hiring process; remove. Also remove "We are changing FINANCE to finance CHANGE!" maybe keep as part of About the role? It's a tagline; could be kept. We need to preserve all substantive information: duties, responsibilities, qualifications, benefits, pay, schedule, work environment details (remote role, occasional travel, tobacco-free, physical demands). Those are part of schedule or work environment; we can include in Schedule or maybe a separate section? But we only have allowed headings; we could put work environment details under Schedule (since schedule includes travel, evenings/weekends) or maybe under About the role. But we need to keep them. Let's extract sections: **About the role / Company overview**: - Now Hiring: Commercial Lending Assistant - We’re seeking a Commercial Lending Assistant who’ll be the driving force behind your lender’s success. You provide support where needed, ensure timely loan processing and are a source of information for internal stakeholders and the borrowers. This role is a unique blend of commercial banking expertise, customer service and administrative support. - 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 MovementWe’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. - Thrive at Climate First BankAt 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. Please note that benefit eligibility varies by employment status and that benefits for part-time employees may differ from those listed below. But the last paragraph about benefits is more appropriate for Benefits section. **Responsibilities** (What You’ll Contribute): - Loan Process Management: Manage the loan process efficiently and proactively from origination through closing. Ensure accuracy and completeness of documentation every step of the way while resolving documentation exceptions. Input financial information into the loan system and update financial statements. Prepare files for portfolio review. Maintain prospect lists and run reports to track maturing lines/loans. Keep your lender in the know on portfolio activity by monitoring past due accounts. Ensure consistent communication and follow up on portfolio past dues. - Lender’s Right Hand: Provide ongoing sales support and identify sales and cross-sell opportunities. Coordinate materials for presentations. Assist with scheduling sales calls. Handle the daily routine tasks, expedite ad-hoc requests and support CRM management as directed. Keep your lender on track and ensure timely completion of all requests and requirements. - Administrative Support: Coordinate the opening of deposit and other banking services with branch and deposit operations partners. Build strong internal relationships to ensure quick turnaround times on all requests. Act as the primary resource for your borrowers and respond to customer inquiries or issues with urgency and outstanding customer service. Support your lender with administrative tasks, including reporting and various HR related matters. - 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. **Qualifications / Requirements / Skills** (What Makes a Stand-Out Candidate): - Experience & Education: Bachelor’s degree in finance or equivalent education and formal training paired with strong accounting and math skills is a strong plus. Prior experience supporting commercial bankers. - 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 — and know when to slow down and ask for help. You understand what it takes to bring tasks to completion, can anticipate and mitigate slowdowns and have a unique ability to balance efficiency and attention to detail. 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. - Organization & Efficiency: You manage your time like a pro and stay focused under pressure. You love a good system but also adapt to changing routines. You’re a master note-taker and checklist fanatic and stay on top of things with ease and consistency. - Master Communicator: You communicate with confidence, precision, and professionalism. You listen deeply and respond thoughtfully and engage stakeholders at all levels efficiently and tactfully. - Banking & Fintech Acumen: You understand banking and commercial lending deeply and can easily spot opportunities for process improvements. You are also a compliance wiz, have excellent knowledge of regulatory requirements — and you’re ready to put that knowledge to work. - Tech-Forward and Analytical Thinking: You learn new tools quickly, are excited by innovation and leverage technology to create efficiencies. - Commitment to Being a Team Player: You lift others up, share ideas, and bring positive energy to everything you do. You know how to operate as a part of a larger team and love contributing to the big picture. You’re dependable and always happy to lend a hand where needed. **Work Environment / Schedule** (The Work Environment): - Remote role within Central Florida with the expectation to travel occasionally to branches. - Occasional U.S. travel for company events. - Occasional need to work evenings and weekends as needed. - Tobacco-Free employer. All employees must affirm to be non-smokers or affirm commitment to cessation within 90-days of offer acceptance. - 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. **Pay** (Compensation): - 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. **Benefits** (Thrive at Climate First Bank benefits list): - Health Coverage — 100% employer-paid for employees; employer contribution for dependents by UsMedical, Dental & Vision Insurance Health Savings Account (HSA) Free Telemedicine access via Teladoc - Financial Wellness & Wealth Building: 401(k) with 6% Employer Match