Ygrene Energy Fund

Returning Candidate?

Lead Underwriter

Lead Underwriter

Job ID 
2017-1591
Job Locations 
US-CA-Petaluma
Department 
CA Operations

More information about this job

Overview

Ygrene Energy Fund is a national leader in residential and commercial clean energy financing.  Founded in 2010, Ygrene’s award-winning, privately funded Property Assessed Clean Energy (PACE) program is revolutionizing the home improvement industry, making it easier for property owners to invest in their futures and a healthier environment. Ygrene is delivering greater choice for home and business owners by providing accessible and affordable financing for energy efficiency, renewables, water conservation, storm protection and seismic upgrades.  Recognized as one of the fastest growing asset classes in the country, PACE has proven to be a successful tool for supporting public policy initiatives, all without the use of public tax dollars or credits. To date, Ygrene has provided over $1 billion of private capital to more than 400 local communities, creating thousands of jobs and investing millions into local economies across the U.S. Learn more at ygreneworks.com.

 

The Lead Underwriter will support the Underwriting team with more complex policy and process questions and act as a resource for issue escalation.  This role will also underwrite PACE finance loans and provide pre-approval for customers.

Responsibilities

  • Provide guidance to Underwriters to ensure adherence to policies and proper documentation for all applications
  • Responsible for managing customer escalation and complaints when Supervisor or Director of Underwriting is not available
  • Assist in development and maintenance of department policy and procedure documents
  • Provide coaching and training to Underwriting team
  • Act as a resource to Ygrene employees to troubleshoot projects
  • Ensure accurate and thorough analysis of credit risk and proper documentation for all applicants and projects submitted for tax financing.
  • Responsible for managing customer escalations and complaints when Supervisor or Director of Underwriting is not available
  • Manage pipeline by interfacing with property owners, district reps and processors to ensure timely approval of projects.
  • Assist in development and maintenance of department policy and procedure documents.
  • Prepare financing documents and coordinate accurate execution of same with property owners, contractors and signing agents.
  • Provide support and training to all employee to apply the best skills and knowledge
  • Act as a resource to Ygrene employees to troubleshoot projects
  • Coordinate and interact with pipeline and funding departments when necessary

Qualifications

  • 2+ years of experience in underwriting, processing, funding and/or escrow within a mortgage and/or banking institution
  • 2+ years of experience managing a team
  • Bachelor's degree is preferred but not required
  • Ability to speak, read and write in Spanish is a plus
  • Solid interpersonal and communication skills are essential to this role
  • Proficient in Microsft Word, Excel, PowerPoint and PDF Conversions
  • Ability to manage multiple projects simaltaneously
  • Strong analytical ability and experience
  • Must be highly organized with meticulous attention to detail