Freedom Forever

Funding Coordinator

LocationTemecula, CA
Job TypeFull-time
Salary$41,600-$52,000

About This Job


Description




Pay Range: $20 to $25/hr


Join an established and innovative company in the fast-growing solar industry and enjoy strong pay rate + benefits + advancement opportunities!



POSITION SUMMARY:

The Funding Coordinator focuses on the back end (post-install) submissions by collecting payments for all projects. This includes customer escalations and collaborating with dealers, internal departments, and finance companies. The Funding Coordinator processes and/or collects all post-install payments for all of Freedom Forever's solar projects, regardless of the finance company. The position is responsible for efficient and accurate submissions based on the Company's scope of work for each project, improving the productivity of field representatives by dealing with customer queries and fielding calls. Funding Coordinators contribute to the quality of customer service and the achievement of Company and department targets.

We offer an extensive benefits package which includes:* Medical Insurance

Dental Insurance
Vision Care Insurance
401K
$50k Life Insurance Coverage
Medical Reimbursement Accounts (HSA & FSA)
Employee Assistance Program
Paid Time-Off



ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:* Work with Finance Companies to submit documents and verify customer and system specifications

Check all the finance portals and CRM to ensure that customer's details, prices, product quantity, and numbers are accurate before submission
Answer all incoming phone calls from customers in a timely manner; confirm data accuracy in documents, finance portals, invoices, and CRM.
Remain up to date on project stages and statuses
Follow up on aging projects and maintain secure financing through extensions, project progress, and interaction with finance partners
Provide updates to Operations, Sales and customer records to reflect project statuses
Contact clients to obtain missing documents or answer queries
Dispatch service calls and escalate project needs per customer requests and for funding purposes
Communicate important project information between finance partners, sales, and operations
Communicate important feedback from customers to management
Ensure processing targets are met and report any deviations; track and report on all outstanding balances due while keeping all departments accountable by communicating action items accordingly.
Provide support to Sales Support and Dealer Partners to help reach the team's objectives; dealing with and responding to high volumes of emails
Perform other duties as assigned




QUALIFICATION REQUIREMENTS:



Education & Certifications:

High School Graduate or GED



Experience:

Proven work experience as an administrator or Sales support agent




Knowledge, Skills & Abilities:

High organizational skills
Ability to manage a number of projects at the same time
A team player with a high level of dedication
Ability to work under strict deadlines




Special Skills & Training:

Hands-on experience with MS Office (MS Excel in particular)



PHYSICAL DEMANDS AND ABILITIES

Regularly spend long hours sitting and using office equipment and computers
Regularly spend long hours answering phone calls and emails
Regularly move from sitting to standing positions effortlessly
Regularly spend long hours in intense concentration reviewing and entering information into a
computer
Regularly use hands and fingers to handle, control or feel objects
Regularly see details of objects that are less than a few feet away
Regularly speak clearly so listeners can understand
Regularly understand the speech of another person
Frequently work on projects that require deadlines
Frequently bend to file and maintain files
Occasionally lift 5-10 pounds

Due to the nature of this position, a criminal history may have a direct, adverse, and negative relationship on each of the duties listed, which may potentially result in the withdrawal of a conditional offer of employment. Freedom Forever is a fair chance employer and will consider qualified applicants with a criminal history in a manner consistent with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. This position requires a background check. However, unless an exemption applies, you will not be asked to provide information about any criminal history unless you receive a conditional offer of employment. Freedom Forever is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: veteran status, uniformed service member status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics) or any other consideration protected federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including supervisors and co-workers.


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