Ygrene Energy Fund

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Consumer Intake Specialist

Consumer Intake Specialist

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Ygrene Energy Fund is a leading provider of clean energy financing for residential and commercial properties throughout the United States.  Ygrene's award winning, privately funded YgreneWorksTM program provides immediately accessible financing for a variety of projects including energy efficiency, renewable energy, water conservation, and, in certain areas, hurricane protection, electric vehicle charging stations and seismic upgrades.  Ygrene is committed to making it easy for anyone to invest in their future and a healthier environment.


The Customer Legal Intake Specialist will work closely and pro-actively with the Legal Team to analyze and resolve escalated homeowner complaints and attend to litigation matters.


  • Analyze transaction history in response to homeowner complaints, litigation claims and/or regulatory inquiries.
  • Communicate with Contractors, Sales Team and/or Property Owners (PO) to obtain all necessary information as required or directed by supervisor to fully assess matters escalated to the Legal Team. 
  • Collect complaint data to assist Legal and Compliance in identifying potential control deficiencies and possible corrective action.
  • Work with supervisor and/or proper personnel to support Legal responses to PO complaints and litigation matters. 
  • Communicate with POs to ensure proper customer service and resolution plans where applicable.
  • Support and assist with any compliance related investigations and/or audits.
  • Assist in providing information towards development and implementation of department policy and procedure documents and forms.
  • Act as a resource for public/governmental relations inquiries, operations executives and/or other management in assessment and resolution of disputed claims.
  • Work with Legal to handle any questions, troubleshoot projects or assist in suggestions for and implementations of process changes. 


  • Bachelor’s degree or equivalent work experience
  • 2+ years of experience in banking, mortgage banking, or consumer finance industry - commercial and/or compliance experience is preferred
  • Knowledge of call center practices and procedures
  • Knowledge of loan processing, underwriting, funding, lending, and/or marketing practices and procedures
  • Knowledge of construction and/or real estate industry, preferred.
  • Proficient in Microsoft Word, Excel and PDF Conversions and generally good computing skills
  • Ability to independently manage daily tasks and short-term projects.
  • Highly organized and attention to detail is a must with strong analytical skills. 
  • Must have excellent verbal and written communication skills.