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Funding Coordinator

Location: Temecula, CA, United States
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Description

Competitive Hourly Pay $19 to $21/hr + Benefits       
We offer an extensive benefits package which includes:        
  • Medical Insurance
  • Dental Insurance
  • Vision Care Insurance
  • 401K
  • Medical Reimbursement Accounts (HSA & FSA)
  • Employee Assistance Program
  • Paid Time-Off
  
    
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.   
  
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 
  
TRAVEL REQUIREMENTS (Employee is required to travel for business purposes, not including commute to and from work.)  
  
If required to travel, must have a valid Driver's License/Insurance and the ability to drive a personal vehicle to different sites.  
 
    

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 by 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.       
     
Job located in CA, not seeking remote employees.     
    
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