Application Process Automation Specialist
Recruitment began on: January 22, 2025
Job listing expires on: February 3, 2025
Climatize was born from the realization that traditional activism often lacked tangible change. After joining over 100,000 protesters at the 2019 Global Climate Strikes in Barcelona, we realized that once everyone went home, nothing would be different; if our best form of protest was cardboard signs, that was a glaring issue. From this observation, we came to understand that while many people view climate change as an urgent problem, they often feel powerless to make a difference.
At the same time, small and medium-sized renewable energy projects have historically been underfunded. Projects of this scale are not large enough to attract institutional capital, and they are often too large for community lenders who may not be familiar with renewable energy technology or economics.
To fill this funding gap, Climatize launched an SEC-registered impact investing platform that allows investors to fund renewable energy projects with as little as $10 while earning up to 10% interest annually—essentially, crowdfunding renewable energy projects.
Since launching in May 2023, Climatize has transformed nearly 1,600 everyday Americans into active stakeholders in the energy transition, facilitating over $6,300,000 in investments to fund 16 solar, battery storage, energy efficiency, and EV charging projects. Over their lifetime, these 16 projects are projected to avoid over 95,000 metric tons of CO2, equivalent to 241,923,158 miles driven by the average gasoline-powered car (EPA, 2025).
This community-led approach to climate finance has democratized access to one of the largest wealth-creation opportunities of our lifetime and created a channel through which local communities can drive systemic change with their dollars. The vision for this network is to fund over $1 billion per year of renewable energy projects within the next five years and achieve full global accessibility within ten years.
We are seeking a skilled Application Process Automation Specialist to optimize and automate our existing loan application processes. The ideal candidate will bring technical expertise and a deep understanding of workflow automation tools to help streamline client information collection, approval workflows, and document generation.
Key Responsibilities:
1. Design, implement, and test automated workflows to streamline client data collection, verification, and approval processes.
2. Set up and configure tools or platforms (e.g., Airtable, Jotform, Google Forms, Zoho Creator, or Bubble.io) to handle loan applications.
3. Integrate automation tools with existing systems, such as CRMs, document management platforms, or accounting software.
4. Implement conditional logic and workflows to process applications dynamically based on client-provided data.
5. Create automated document generation systems for loan agreements, notifications, and client correspondence.
6. Provide training and documentation to team members for the implemented solutions.
7. Monitor the effectiveness of automated processes, troubleshoot issues, and implement adjustments as needed.
8. Ensure data security and compliance with regulatory requirements throughout the automation process.
Desired Qualifications:
Experience:
1. Proven track record of automating workflows, especially in finance, loan processing, or similar fields.
2. Experience with no-code/low-code platforms like Airtable, Jotform, Zoho Creator, Bubble.io, or equivalent tools.
3. Familiarity with integration tools such as Zapier, Make.com, or APIs.
Technical Skills:
1. Strong understanding of workflow design and implementation.
2. Ability to use conditional logic, dynamic forms, and automated notifications.
3. Basic understanding of data security and compliance in financial applications.
Soft Skills:
1. Strong analytical and problem-solving skills.
2. Effective communication and ability to collaborate with non-technical team members.
3. Self-starter with the ability to work independently and manage time effectively.
Education: A degree or certification in Computer Science, Information Systems, Business Process Automation, or related fields is a plus.
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