Deal Processing Specialist

Position Description

EverBright is driving the clean energy revolution through its industry-leading solar software platform and financing marketplace. Every day, EverBright supports hundreds of solar companies across the US, ensuring they have the tools to be successful and accelerate consumer adoption of clean energy.

We are seeking a well-qualified candidate who is passionate about driving the clean energy revolution by building a best-in-class residential financing program. As a Deal Processor, you will be asked to:

Review project submissions efficiently and accurately
Communicate issues clearly to customers and co-ordinate adjustments to submissions
Ensure all quality standards and service levels are being met to provide our customers with industry best project approval process and support

Additional Job Description

Employees in this role are responsible for maintaining and cultivating customer relationships. This role serves as the primary point of contact for any and all aspects of the assigned customer account.

Job Overview

This position will be responsible for reviewing financing submissions and ensuring the accuracy and validity of all data, upholding all fund obligations. This role will require gaining a deep understanding of the residential solar financing industry and applying this knowledge to the review of financing submissions.

Job Duties

Become an expert on both financing and operations workflow
Analyze, process and review financing submissions to ensure accuracy and compliance with our requirements
Utilize exceptional analytical abilities to detect discrepancies or errors in project submissions by our customers
Communicate issues clearly to customers and co-ordinate adjustments to submissions
Proactively escalate potential errors or anomalies to management
Work with team members, supervisors and management to adhere to quality standards and achieve service level goals
Serve as a voice of the customer and work with cross-functional partners to improve the financing program and processes
Identify and recommend improvements to our internal support tools and drive scalable solutions to support our growing customer base
Create a positive work environment through collaborating with direct teammates and internal stakeholders

Additional Responsibilities (under general supervision)

Researches and resolves sensitive customer requests and complaints
Ensures timely report of outages
Performs general account maintenance and billing adjustments
Performs rate analysis
Analyzes complex billing problems and researches for solutions
Performs other job-related duties as assigned

Preferred Qualifications

Experience in solar or motivated to learn more about the solar industry
Strong proficiency using SaaS software
Operations processing experience
BA/BS degree or equivalent practical experience
Six Sigma Yellow Belt Certified

Required Qualifications

High School Grad / GED
Experience: 3+ years

Benefits

Where permitted by applicable law, EverBright requires all employees and new hires to be fully vaccinated for COVID-19 or be willing to receive the COVID-19 vaccination on or before the first day of employment.

EverBright is an Equal Opportunity Employer. Qualified applicants are considered for employment without regard to race, color, age, national origin, religion, marital status, sex, sexual orientation, gender identity, gender expression, genetics, disability, protected veteran status or any other basis prohibited by law. We are committed to a diverse and inclusive workplace.

EverBright provides reasonable accommodation in its application and selection process for qualified individuals, including accommodations related to compliance with conditional job offer requirements, consistent with federal, state, and local laws. Supporting medical or religious documentation will be required where applicable and permitted by applicable law. To request a reasonable accommodation, please send an e-mail to our recruiting team, providing your name, telephone number and the best time for us to reach you. Alternatively, you may call 1-844-694-4748. Please do not use this line to inquire about your application status.

EverBright will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.

EverBright does not accept any unsolicited resumes or referrals from any third-party recruiting firms or agencies. Please see our policy for more information.

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