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Connecticut Green Bank · 1 month ago

Senior Associate, Residential Financing Programs

Hartford,CT,US

Full-time

Hybrid

Senior Level

$70K/yr - $90K/yr

5+ years exp

Connecticut Green Bank is seeking a Senior Associate to join its Residential Financing Programs team, focusing on the Smart-E Loan. The role involves supporting daily operations, managing contractor and lender networks, and assisting homeowners with clean energy financing.

Financial Services

Responsibilities

Onboarding, supporting, and managing a network of energy and resiliency contractors and participating lenders

Supporting homeowners interested in and/or using the Smart-E Loan by communicating benefits, providing direction, and addressing any project issues that may arise

Managing projects through all process steps in the program's online project management platform, including reviewing project information for program compliance and troubleshooting as needed

Conducting regular Smart-E Loan and project management platform training sessions for contractors, lenders, internal staff, and others as directed

Frequent correspondence with external stakeholders, including homeowners, contractors, and lenders, throughout the project process

Tracking partner compliance documents such as certificates of insurance, professional licenses, and monthly lender reports

Creating, organizing, and executing communications about the Smart-E Loan to stakeholders, with direction from Marketing and program management

Compiling and reporting partner feedback to improve program processes

Serving as an external-facing point of contact for program partners

Generating and analyzing performance reports to help make informed decisions that support the Smart-E Loan in achieving strategic objectives

Occasional in-state travel to events, presentations, trainings, and meetings; and

Other duties as necessary

Qualification

Customer serviceProject managementCommunication skillsMicrosoft Office SuiteEnergy-related technologiesProfessional writingSalesforceInterpersonal skillsOrganizational skillsTime managementAttention to detail

Required

Excellent interpersonal and customer service skills involving the ability to work with a variety of other parties, at all levels, internally and externally

Ability to engage, solve problems, and coordinate project activity among contractors, lenders, and homeowners

Ability to communicate effectively, tactfully, and courteously through oral and written communications

Strong professional writing skills

Strong organization and time management skills

Keen attention to detail

Proficiency in the Microsoft Office Suite, particularly Word, Excel, and PowerPoint

Experience with or willingness to learn about energy-related technologies and financial products

Eagerness to learn and grow in a collaborative fast-paced team environment

A minimum of five (5) years of professional experience supporting projects or programs is required

A bachelor's degree may be substituted for three (3) years of professional experience. In this situation, the candidate must have a minimum of two (2) years of full-time work experience