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    Operational Specialist - Charlotte, United States - Palmetto

    Palmetto
    Palmetto Charlotte, United States

    2 weeks ago

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    Description

    Operations Specialist I (Associate/Entry Level), LightReach

    LightReach is a branch of Palmetto Energy focused on the democratization of the renewable energy industry. We provide homeowners with financial products to benefit from solar power, home efficiency products and energy storage systems. We empower solar sales professionals and solar installation companies with access to our proprietary platform, financing, customer management system and milestone submission system. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption. Palmetto Finance is growing rapidly and prepared to continue growth.

    The Operations Specialist role is critical to the success of the LightReach Platform, managing the support and processing ecosystem surrounding Palmettos financial products.

    The Operations Specialist will work directly with internal stakeholders and support partners to ensure smooth processes surrounding all financial product transactions. The role is at the forefront of product operations, underwriting, product marketing, and compliance systems.

    Location: CHS, CLT

    About You

    • You work well in a fast paced environment, and are nimble to adapt to new challenges.
    • You are knowledgeable in solar financing and milestone requirements in general.
    • Youve got a passion for servant leadership, willing to support frontline sales reps and team members to successfully transact on the Palmetto financial product platform.
    • You maintain a high level of emotional intelligence, able to navigate through stressful situations in a tactful manner.

    Success Defined

    • Consultative Support: 95% Support requests responded to within 5 minutes, with high quality execution. Accurate guidance and coaching of sales members relative to product parameters, milestones, etc.
    • Underwriting: 95% Underwriting reviews executed & properly dispositioned within 1 hr
    • Compliance: Thoughtful & balanced execution of compliance scenarios

    Strategic/Tactical Responsibilities

    1. Consultative support execution
    2. Underwriting
    3. Compliance systems maintenance & execution

    Required Background and Skills

    • Coursework or professional experience in one of the following: Customer/Technical/Sales Support, Clean Technology, or Finance
    • Enjoys working in a fast-paced rapidly changing environment
    • Customer service mindset
    • Problem solver with a high attention to detail
    • Strong computer skills
    • Ability to work independently as well as in a team
    • Excellent communicator, both written and verbal

    Preferred Background and Skills

    • BS/BA Degree Preferred
    • Experience with interpreting data reports to streamline workflows preferred
    • Knowledge of the construction or solar industry preferred
    • Spanish speaker is a plus
  • Equal Employment Opportunity Palmetto embraces diversity and is an Equal Employment Opportunity employer. Employment is decided on the basis of qualifications, merit, and business need. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or any other status protected under federal, state, or local law. Palmetto is leading our world toward a clean energy future with revolutionary technology, full turnkey sales services, industry-leading logistics, thousands of solar panel installations and an endless passion for all things sustainable. Weve structured, financed and developed clean energy projects across 4 continents and 22 countries, and were not stopping anytime soon. We are a high growth company with a promote-from-within culture. We offer excellent traditional benefits such as unlimited vacation, medical, dental and vision coverage, and retirement plans. Our open layout office is in downtown Charleston, where our team members can enjoy cold brewed coffee on tap, the office dog, and culture-building events like kickball or daily huddles. Our #1 Value is Customer Experience and we pride ourselves on over delivering. To learn more about our services, visit
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