Provide a direct comprehensive evaluation of the estimated savings that borrowers may receive from the purchase of the solar system.
Responsible for the collection of documents and comparison of borrower historical usage, estimated solar generation, and future benefits of the solar system.
Assist the Financial Investigations team in determining the ideal resolution based on the estimated savings or loss of borrowers and the data presented at the time of sale if applicable.
Requirements
Must demonstrate ability to communicate effectively, both verbal and written, at all levels of the organization
Work independently and collaboratively
Effectively interact with customers
Exceptionally organized, detail-oriented, and efficient
Highly proficient computer skills, including Excel, Microsoft Office, Word, and Outlook
Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests
Excellent problem-solving abilities
Ability to work well under pressure and manage multiple priorities effectively.
Flexibility to adapt to changing priorities and business needs.
Strong data entry, case management, and documentation skills
Time management
Excellent communication and negotiation skills
Must demonstrate knowledge of solar industry including solar sales practices, proposal/design software, and foundational understanding of residential solar system components
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data entrycase managementdocumentationproblem-solvingtime managementsolar sales practicesproposal softwaredesign softwareresidential solar system components
Soft skills
effective communicationcollaborationcustomer interactionorganizational skillsdetail-orientedefficiencydeadline managementflexibilityability to work under pressurenegotiation skills