In order to be considered for this role, candidates must reside in Colorado.
Primary Purpose of Position:
This position is responsible for managing and strengthening relationships with contractors, merchants, and installers who provide solar, geothermal, energy efficiency, and other renewable energy products and services to The Credit Union members. The Renewable Energy Installer Relations Specialist will serve as the dedicated point of contact for Direct Installer Partners, focusing on their success within the Registered Installer Program and other clean energy initiatives. In addition to technical project review and installer support, this role emphasizes strategic account management, including performance monitoring, partner engagement, and program development, to drive long-term installer success and overall program performance. The Installer Relations Specialist will work closely with the Consumer Lending Manager, the Renewable Energy Market and Program Director, and the Loan and Member Services teams, acting as a liaison between departments to support both partner and member outcomes. This position may be eligible for hybrid or remote work, as well as performance-based incentives.
Job Description
Essential Functions:
Relationship Management
Serve as the main point of contact for assigned Direct Installer Partners, building and maintaining strong, lasting relationships that support installer success and program compliance.
Conduct structured annual reviews with each Direct Installer Partner to assess performance, satisfaction, and future growth opportunities.
Facilitate open communication between installers and credit union leadership, ensuring feedback loops are in place.
Review and assess renewable energy project documents and details submitted by installers and their customers as part of the loan and commercial loan review process, such as sales contracts, warranties, and invoices from Solar, Geothermal, and other Renewable Energy contractors on a regular basis.
Maintain accurate contact information and relationship notes for each installer in the credit union’s network.
Responds to incoming inquiries and support requests from solar installers through phone, email, and web-based channels.
Program Development & Performance
Monitor Direct Installer Partner performance metrics including loan volume, approval rates, and customer satisfaction, proactively addressing issues with coaching and solutions.
Lead efforts to refine and update the Registered Installer Program, ensuring it remains competitive and responsive to partner feedback.
Support the design and execution of incentive structures tied to Direct Installer Partner success and overall program performance.
Identify and implement improvements that strengthen the Direct Installer Partner experience and grow the program.
Assist in the development and implementation of programs, processes, and products to build strong relationships with high-quality installers.
Onboarding & Training
Manages the installer intake process, including the execution of non-disclosure agreements, collection of financial documentation, application review, and completion of installer financial assessments to ensure eligibility prior to onboarding.
Provide onboarding, training, and ongoing support to Direct Installer Partners on credit union products, processes, and installer portal systems.
Seek opportunities to build technical knowledge among credit union staff, installers, and members on clean energy lending, products, and benefits.
Internal Collaboration & Operations
Serve as the intermediary between Direct Installer Partners and internal departments — including loan operations, compliance, and member services — to resolve challenges and improve efficiency.
Review and assess renewable energy project documents and commercial loan applications submitted by installers and customers as part of the loan review process, including sales contracts, warranties, and invoices from solar, geothermal, and other renewable energy contractors.
Assist with reporting and analysis of credit union operations and financial performance.
Assist with the development, administration, and tracking of installer and customer satisfaction surveys.
Job Competencies
Detailed Knowledge — In-depth understanding of the credit union's products, services, policies, and procedures, as well as the technologies the credit union finances.
Sales Persuasion — Gaining prospect, member, or installer commitment to a product, service, or idea by using effective influence strategies.
Service Excellence — Taking actions and developing relationships necessary to meet and exceed member needs; holding self and others accountable for providing a positive member experience; using appropriate interpersonal skills to resolve difficult situations and regain confidence.
Driving Innovation — Creating an environment that inspires people to generate novel solutions with measurable value for existing and potential customers; encouraging experimentation with new ways to solve work problems and seize opportunities that result in unique and differentiated solutions.
Earning Trust — Gaining others' confidence by acting with integrity and following through on commitments while disclosing own positions; treating others and their ideas with respect and supporting them in the face of challenge.
Driving for Results — Setting high goals for personal and group accomplishment; using measurement methods to monitor progress toward goals; tenaciously working to meet or exceed goals while deriving satisfaction from achievement and continuous improvement.
Process Development — Creating and improving procedures to increase workflow, efficiency, and outcomes.
Attention to Detail — Ensuring that information collected, provided, and/or evaluated is consistent with all related information available; holding to regulatory standards that exist to protect and honor members' financial well-being.
Data Analysis — Gathering, manipulating, processing, and evaluating numeric data to guide credit union decisions.
Communication — Possessing and utilizing compelling written and verbal communication skills; listening and adapting to received instructions, concerns, and spoken/written needs.
Preferred Education and Work Experience
At minimum, Associate's degree, or relevant work experience.
Minimum two years of Solar, Geothermal, or other renewable energy industry work experience.
Proficient in advanced Microsoft products: Excel, Outlook, PowerPoint.
Experience using computers and computer systems, entering data, or processing information.
Strong math and analytical work experience.
This job operates in a professional office environment and may be eligible for remote work. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.
Sedentary computer work.
Position is subject to irregular hours.
May require occasional travel to attend off-site meetings and/or conferences.
Must be able to lift 35 lbs.
Ability to read, write, and understand English fluently.
#IND2
Pay: $55,000.00 - $65,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- On-site gym
- Paid time off
- Vision insurance
Experience:
- Solar Energy/Renewable Energy: 1 year (Required)
- Solar Lending/Renewable Lending: 1 year (Preferred)
Work Location: Remote
