Primary Purpose of Position:
This position plays a key role in the success of the Renewable Energy team, which is responsible for establishing and nurturing relationships with contractors, merchants, and installers that offer Solar, Geothermal, Energy efficiency, and other renewable energy saving products and services to the credit union’s members and prospective members. The Renewable Energy team also supports the credit union’s loan application process by reviewing the technical and risk merits of all renewable energy projects that the credit union finances. This position will work closely with the Renewable Energy Success Supervisor, the Renewable Energy Market and Program Director, and the Loan and Member Services teams. The person in this position performs all duties according to established department procedures and adheres to Credit Union policies. This position may be eligible for hybrid or remote work.

Job Description

Essential Functions:

Provide excellent service to members, solar, geothermal and HVAC dealers, and credit union staff.
Review and assess renewable energy project documents and details that are submitted by dealers and their customers as part of the loan review process. Such as sales contracts, warranties and invoices from Solar, Geothermal and other Renewable energy contractors (dealers) on a regular basis.
Take incoming inquiries and support requests from dealers via phone, email, and website.
Assist in the development and implementation of programs, processes, and products to build strong relationships with high quality dealers in the credit union’s dealer network.
Maintain contact information and relationship notes for each dealer in the credit union’s network.
Assist with the development, administration, and tracking of dealer satisfaction and customer satisfaction surveys.
Assist with reporting and analysis of credit union operations and financial performance.
Assist in the evaluation of new and existing energy-related technologies for possible inclusion in the credit union’s financing portfolio.
Support credit union staff with non-dealer needs as requested.
Maintain subject matter expertise and provide training to dealers on the credit union’s products, programs, procedures, online dealer portal, and other necessary software.
Seek opportunities to build the technical knowledge of fellow staff members.
Look for opportunities to educate credit union staff, dealers, and members on clean energy lending and products, programs, and benefits.
Maintain a thorough understanding of state and federal laws and regulations related to renewable energy lending and credit union compliance including bank secrecy and anti-money-laundering laws.
Participate in new and on-going projects as requested by the VP of Market Development and Sustainability and the Renewable Energy Market and Program Director.

Job Competencies

Detailed knowledge of the credit union’s products, services, policies, and procedures.
Sales Persuasion- Gaining prospect, member, or dealer commitment to a product, service, or idea by using effective influence strategies.
Service Excellence- Taking actions and developing relationships necessary to meet and exceed member needs (includes relationships with members, coworkers, and external partners); holding self and others accountable for providing a positive member experience; using appropriate interpersonal skills to resolve difficult member situations and regain their confidence.
Driving Innovation- Creating an environment (culture) that inspires people to generate novel solutions with measurable value for existing and potential customers (internal or external); encouraging experimentation with new ways to solve work problems and seize opportunities that result in unique and differentiated solutions.
In-depth knowledge of the technologies that the credit union finances.
Earning Trust- Gaining others’ confidence by acting with integrity and following through on commitments while disclosing own positions; treating others and their ideas with respect and supporting them in the face of challenge.
Driving for Results- Setting high goals for personal and group accomplishment; using measurement methods to monitor progress toward goals; tenaciously working to meet or exceed goals while deriving satisfaction from that achievement and continuous improvement.
Process Development – Creating and improving procedures to increase work flow, efficiency, and outcomes.
Attention to Detail – Ensuring that information collected, provided, and/or evaluated is consistent with all related information available; holding to regulatory standards, recognizing that they exist to protect and honor members’ financial well-being.
Data Analysis – Gathering, manipulating, processing, and evaluating numeric data to guide credit union decisions.
Communication-Possessing and utilizing compelling written and verbal communication skills. Listening and adapting to received instructions, concerns, and spoken/written needs.

Preferred Education and Work Experience

At minimum, Associates degree, or relevant work experience.
Minimum two years of Solar, Geothermal, or other renewable energy industry work experience.
Proficient in advanced Microsoft products, Excel , Outlook, Power Point.
Experience using computers and computer systems, entering data or process information.
Strong Math and Analytical work experience.

Working Environment/Physical Activities

This job operates in a professional office environment and may be eligible for remote work. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.

Sedentary computer work.
Position is subject to irregular hours.
May require occasional travel to attend off-site meetings and or conferences.
Must be able to lift 35 lbs.
Ability to read, write, and understand English fluently.

Clean Energy Credit Union

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Renewable Energy Specialist