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Customer Financing Specialist
sun solar
Support solar financing operations: credit review, documentation, compliance, admin.
7d ago
Junior (1-3 years)
Full Time
Springfield, MO
Office Full-Time
Company Size
1500+ globally Employees
Service Specialisms
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Sector Specialisms
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Role
What you would be doing
credit reporting
debt analysis
ucc filings
utility docs
record management
payment posting
- Follow established company procedures to ensure compliance and timely processing of all customer financing activities.
- Receive and review customer credit or lease applications, verify documentation, and communicate with customers regarding missing information.
- Run credit reports, calculate debt-to-income ratios, and prepare files for approval in accordance with company lending guidelines.
- Support preparation of required utility or program documentation (e.g., IL Shines / ILSFA payout submissions).
- Maintain organized digital and physical records of lease and financing activity; assist with weekly and monthly reporting.
- Communicate professionally with customers, sales, and internal teams to resolve application, billing, or documentation questions.
- Coordinate with AR and accounting teams to ensure accurate posting of lease payments, invoices, and reconciliations.
- Prepare and file UCC financing statements and assist with documentation for tax credit and state/federal registrations.
What you bring
excel
crm
associate’s degree
consumer financing
1–3 years
attention to detail
- Proficiency with Microsoft Office (Excel, Word, Outlook); ability to learn CRM and financing systems.
- Excellent communication and customer service skills.
- Associate’s degree or equivalent experience in finance, accounting, or customer service.
- Employment is contingent upon the successful completion of a background check in accordance with applicable laws and regulations.
- Commitment to Growth and Success: Forward thinking, solution oriented and adaptable
- Experience in consumer financing is preferred.
- Strong attention to detail, organization, and accuracy.
- 1–3 years of experience in lending, leasing, or accounting support.
- Customer Experience Focused: Be responsive, professional, respectful and accurate.
Information not given or found
Training + DevelopmentInformation not given or found
Interview process
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Visa SponsorshipInformation not given or found
Security clearance- employment is contingent upon successful completion of a background check.
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- Bring your expertise in software development
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- Bring your expertise in software development
- Bring your creativity and problem-solving skills
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- Bring your expertise in software development
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