POSITION SUMMARY

Responsible for 1) managing the solar financing group's client-facing project management processes including tracking, maintaining, and interfacing with solar clients, partners, and legal teams to support the closing and funding of the Bank's solar energy projects, 2) managing solar group's overall diligence and documentation processes including internal and external progress reporting and client-facing closing checklist call management and 3) contributing significantly and working closely with the Solar Division Head and team in the project closing function including diligence, third-party report analysis, client interaction/management, document negotiation, and loan operations processes.

ESSENTIAL REQUIREMENTS

Serves as a trusted closing operations team member and plays a major role in the overall business decision process in the internal/external operations function

Operations

Collaborates with the Solar team to act as the project manager of the closing phase for all aspects of solar projects including facilitation of project kick off and closing checklist calls, close collaboration with third-party legal team throughout, project due diligence, client discussions, document negotiation, third-party report review and analysis and internal presentation.

Collaborates with clients to drive the collection and verification of required documents leading to project closing, incorporating detailed questions/answers to cover the conditions precedent to closing and funding milestones.

Proactively coordinates directly with clients and with outside consultants to obtain and verify required due diligence and documentation items.

Develops, maintains, and presents project management status updates for internal analysis, budget planning, and internal presentations.

Responsible for the forecasting, tracking, and presenting of the closing phase of the Bank's solar portfolio, in conjunction with Solar team members who manage the sales and portfolio operations phases.

Prepares or assists the Solar Team Leader in the preparation of internal and external presentation materials and presents to stakeholders such as Board members, executive leadership, internal teams, clients, third-parties, etc.

Contributes significantly as a part of closing process including client-facing closing checklist calls, creating and updating transaction documentation for funding, resolving issues, and tracking milestones.

Serves as liaison to internal stakeholders, such as accounting and loan operations teams, to communicate closing-related actions.

Performs additional responsibilities as requested, including special nonrecurring projects for the Solar Division Head.

Responsible for the completion of all compliance training related to this position as well as other recommended banking-related education opportunities.

Understands all applicable laws and regulations that apply to the position and complies with the requirements.

NON-ESSENTIAL REQUIREMENTS

Performs all other duties as assigned.

EXPERIENCE/SKILLS

• Five (5) or more years of related experience required.
• Three (3) or more years of project management experience required.
• Proficiency in topics of project management, solar project documentation, corporate finance, and real estate/title work required.
• Experience directing client-facing interaction to facilitate and close projects including interacting, consulting, and discussing topics with multiple stakeholders and with clients.
• Prior financial banking and prior legal/document-related experience preferred.
• Understanding of energy project finance deal structures and terminology preferred.
• Prior energy finance project execution experience preferred.
• Excellent PC skills--proficiency in Word and Excel essential, understanding of PowerPoint and database software preferred.
• Excellent math and analytical skills.
• Ability to work under pressure and drive completion of projects to meet deadlines.
• Ability to communicate effectively both verbally and in writing.
• Ability to drive multiple tasks to completion in a fast-paced environment within a fast growing start-up line of business.
• Analytical and problem-solving skills with attention to detail.

EDUCATION

Bachelor's Degree required.

TRAVEL REQUIREMENTS

Ability to travel as well as ability to travel overnight, as needed for meetings, projects, seminars, etc.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.

While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.

EQUIPMENT

MS Office PC, fax, phone and standard office equipment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.