Loan Verification Remote Jobs (NOW HIRING)

Now Hiring: Digital Loan Processor

We're seeking a Digital Loan Processor to power our clean energy lending program by efficiently processing a high volume of residential clean energy loan applications with precision and care, supporting a portfolio exceeding $55 million. You'll review and verify applications, gather borrower documentation, and seamlessly guide files through preliminary checks, underwriting, and documentation stages. As a key representative of  the bank's digital customer experience and sustainability mission, you'll also deliver an exceptional client experience through proactive communication, inbox management, and outbound outreach, including cross-selling additional bank solutions.

What You'll Contribute:

Loan Processing & Compliance Management

• Process residential clean energy loan applications in line with internal policies and regulatory standards.
• Review applications for completeness and program compliance.
• Collect, verify, and organize supporting documentation (e.g., pay stubs, utility bills, contracts, IDs).
• Ensure adherence to bank lending policies, program guidelines, and regulatory requirements.
• Route completed loan files to Document Preparation and Underwriting teams.

Customer Service & Operational Support

• Manage the Clean Energy Lending inbox to ensure timely responses.
• Provide exceptional customer service through informed, timely, solution-oriented interactions (inbound and outbound).

Sales Growth, Engagement & Advocacy

• Identify cross-sell opportunities and conduct outbound sales calls to drive revenue growth.
• Support sales campaigns, digital banking initiatives, and training/adoption efforts.
• Promote the bank's mission through community engagement and advocacy for clean energy financing.

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

• Progressive experience in a client centric, high-volume role, ideally in a remote environment.
• Comprehensive knowledge of bank digital banking systems.
• Proven, consistent achievement of business growth goals and financial targets.

Entrepreneurial Self-Starter - You take charge of your work product and take pride in delivering consistently great and measurable results. You learn quickly, solve problems efficiently, and work well independently, under limited direction and supervision, exercising independent judgement, referencing available resources, and demonstrating a high level of accuracy 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, respond thoughtfully, masterfully build relationships, and develop business with strong influencing and decision-making skills. Above all, you exhibit tenacious focus on delivering.

Banking & Fintech Acumen - You are highly educated in financial products and services, applicable regulations and laws or willing to pursue education promptly. You also possess strong overall business acumen and an understanding of consultative sales.

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.

The Work Environment:

• Remote role within the United States; Eastern Standard Hours.
• Occasional U.S. travel for company events.
• 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.

The Hiring Process:

Applications must be submitted through the official application link. Resumes sent via other channels may be delayed or bypassed. Processing times may vary. Candidates selected to move forward will be contacted by the hiring team.

Our process follows the Topgrading Methodology - we hire A-Players through a structured, transparent process that includes:

• Cognitive and personality assessments
• An application form spanning your full education and work history
• 3 conversation stages with key team members- get to know us!
• Credit and background checks conducted before the final interview
• Final Step: Connect us with former mentors and managers of our choice for reference chats.

We do not offer visa sponsorship and will not pursue candidates without valid work authorization.