Ygrene Energy Fund

Returning Candidate?

Pipeline Coordinator

Pipeline Coordinator

Job ID 
2017-1576
Job Locations 
US-CA-Petaluma
Department 
CA Operations

More information about this job

Overview

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.

 

We are currently seeking an experience Pipeline Coordinator to join our team in our Santa Rosa offices!

 

The Pipeline Coordinator works closely and pro-actively with the Customer Service Representatives and the Funding Team to process project files from approval to funding.

 

If you enjoy a fast-paced, friendly, and casual work environment we would love to hear from you!  

Responsibilities

  • Review and manage pipeline and funding conditions daily with a sense of urgency and within required timelines for funding cutoff
  • Take ownership of all projects once project approval is issued to contractors and property owners and ensure all documents are in place for estimated closing date.
  • Manage pipeline report of active projects and work with contractors and sales team to ensure real time status is provided.
  • Ensure that pipeline tasks and pipeline requirements are maintained and assist in proactively driving pipeline for designated projects to completion.
  • Add all pertinent project information to Funding Spreadsheet.
  • Confirm projects are complete with appropriate permits, inspections, and all required documentation.
  • Monitor delivery of finance agreements and recordation of security instrument.
  •  Issue and obtain closing statements and signed contracts and verify they are complete and properly executed if missing from file as required.
  • Complete the identity verification for all property owners of record.
  • Coordinate with Funding Department and prepare file and transaction for orderly completion

Qualifications

  • 2+ years experience within banking, mortgage banking or consumer finance industry with some commercial or SBA experience preferred.
  • Call Center experience and comfortable working in a fast-paced work environment is required. 
  • 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 communication skills.
  • Must be able to work flexible hours as the company is open 7 days a week