Business Services Coordinator

The Business Services Coordinator is responsible for ensuring all paperwork needed to initiate a solar project is complete, accurate, and processed efficiently. The Business Services Coordinator works directly with sales agents, customers, and lender representatives to: (1) complete loan documents and ensure all loan requirements are satisfied; (2) complete the solar project agreement; (3) request funds from lenders and customers after installation.

The Business Services Coordinator is solution-oriented and applies logical and rational decision-making to quickly resolve issues that may slow the revenue cycle process.

Reporting Relationship:

This position reports to Director of Business Operations

Essential Duties/Responsibilities:

• Support sales agents and customers in completing and revising all required lending paperwork and Project Agreements.
• Work closely with financial institutions to request establish, maintain, and close accounts
• Work closely with the field Construction, Construction Operations and Retention teams to ensure projects are advancing and moving to the appropriate stage.
• Request funding from lenders and cash payments from customers
• Prioritize accounts to ensure daily cash flow targets are met
• Create, revise, and process invoices
• Provide information regarding the lending process, loan product detail, and tax credit requirements to customers and sales agents as needed.
• Monitor all accounts and update progress in JobNimbus; keep management informed of delays and escalate issues as necessary
• Compose Project Agreements, guaranteeing compliance with customer specifications, and ensuring timely and precise delivery of all agreements.
• Effectively manage relationships with customers and financial institutions to work through changes or complex lending situations
• Facilitate project agreements by phone, email, or mail and check that orders have the correct prices, discounts, and product numbers.
• Work with customers on loan payment reimbursements as needed.
• Act as point of contact for customers who have questions about their financing, tax credits, etc

Qualifications:

• Accurately perform multiple tasks in a complex and fast-paced operating environment
• Highly organized and proficient, with attention to detail and accuracy
• Problem solve through research and analytics with a focus on results
• Excellent verbal and written communication skills
• Positive and safe work ethic, team player, reliable
• Attention to detail with a capacity to review large amounts of data for accuracy
• Professional demeanor to maintain and enhance relationships
• Prioritize and meet deadlines while delivering high quality work
• Learn quickly and adapt to change management within processes and applications
• Must be able to work Wednesday- Sunday schedule.

Education/Experience Requirements

• High school diploma or GED equivalent
• Experience in accounting, finance, and/or bookkeeping
• Understanding of solar financing preferred
• Intermediate computer skills required (i.e., Microsoft, Google)
• Basic knowledge of business applications