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Senior Associate, Residential Financing Programs
Senior Associate, Residential Financing ProgramsConnecticut Green Bank • Hartford, CT, US
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Senior Associate, Residential Financing Programs

Senior Associate, Residential Financing Programs

Connecticut Green Bank • Hartford, CT, US
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Senior Associate, Residential Financing Programs

Connecticut Green Bank

Senior Associate, Residential Financing Programs

The Connecticut Green Bank (hereafter "Green Bank") is seeking a Senior Associate to join its Residential Financing Programs team, with a specific focus on supporting the Smart-E Loan.

The Smart-E Loan is a residential clean energy financing program which mobilizes the lending capacity of local lenders, a vetted contractor network, and the experience of trusted program partners to scale clean energy and resilient home upgrades. The Senior Associate will support the daily operations of this proven, standardized product that assists Connecticut homeowners.

This is a hybrid position with time split between remote work and a minimum of two days per workweek in our Hartford, CT office. Reporting to the Director of the Smart-E Loan, this role offers an exciting opportunity to work in a unique organization whose mission is to confront climate change in Connecticut.

The Green Bank is a quasi-public authority and the nation's first state-level "Green Bank," leveraging public funds to increase and accelerate private investment in the green economy of Connecticut. Working at the Green Bank means being part of a dynamic team of talented people who are passionate about implementing the green bank model, stimulating the growth and development of clean energy and environmental infrastructure investment in Connecticut - growing our economy, strengthening our communities, and protecting our environment.

Examples of Duties :

  • Onboarding, supporting, and managing a network of energy and resiliency contractors and participating lenders;
  • Supporting homeowners interested in and / or using the Smart-E Loan by communicating benefits, providing direction, and addressing any project issues that may arise;
  • Managing projects through all process steps in the program's online project management platform, including reviewing project information for program compliance and troubleshooting as needed;
  • Conducting regular Smart-E Loan and project management platform training sessions for contractors, lenders, internal staff, and others as directed;
  • Frequent correspondence with external stakeholders, including homeowners, contractors, and lenders, throughout the project process;
  • Tracking partner compliance documents such as certificates of insurance, professional licenses, and monthly lender reports;
  • Creating, organizing, and executing communications about the Smart-E Loan to stakeholders, with direction from Marketing and program management;
  • Compiling and reporting partner feedback to improve program processes;
  • Serving as an external-facing point of contact for program partners;
  • Generating and analyzing performance reports to help make informed decisions that support the Smart-E Loan in achieving strategic objectives;
  • Occasional in-state travel to events, presentations, trainings, and meetings; and,
  • Other duties as necessary.

The overall duties of this position will be refined based on the skills, qualifications, and experience of the individual hired and the ongoing needs of the team.

Minimum Qualifications Required :

  • Excellent interpersonal and customer service skills involving the ability to work with a variety of other parties, at all levels, internally and externally;
  • Ability to engage, solve problems, and coordinate project activity among contractors, lenders, and homeowners;
  • Ability to communicate effectively, tactfully, and courteously through oral and written communications;
  • Strong professional writing skills;
  • Strong organization and time management skills;
  • Keen attention to detail;
  • Proficiency in the Microsoft Office Suite, particularly Word, Excel, and PowerPoint;
  • Experience with or willingness to learn about energy-related technologies and financial products;
  • Eagerness to learn and grow in a collaborative fast-paced team environment; and,
  • Knowledge of customer relationship management (e.g., Salesforce) and / or workflow applications is preferred but not required.
  • Experience and Training :

  • Required : A minimum of five (5) years of professional experience supporting projects or programs is required. A bachelor's degree may be substituted for three (3) years of professional experience. In this situation, the candidate must have a minimum of two (2) years of full-time work experience.
  • Preferred but not required : Experience working in contractor-related customer service and / or residential or commercial solar / HVAC a plus. Knowledge of and experience with project management, with particular emphasis on customer support and application processing preferred.
  • Employment Details :

  • This position reports to the Director of the Smart-E Loan.
  • This is a hybrid role split between a minimum of two days per workweek in the Green Bank's Hartford, CT office and remote work.
  • Employment includes a State of CT benefits package including generous time-off, health insurance covering medical, dental and vision, retirement, tuition reimbursement for continuing education, and paid leave.
  • Expected salary ranges from $70,000 - $90,000, but the final salary will be commensurate with experience, skills, and qualifications.
  • Physical Requirements :

  • Frequent communications, verbal and written
  • Frequent use of basic math and calculations
  • Visually or otherwise identify, observe, and assess
  • Repetitive use of hands and fingers -typing and / or writing
  • Physical Demands :

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and / or move up to 20 pounds. Specific vision abilities required by this job include close vision. Must be able to travel as needed.

    Work Environment :

    The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. At the home office, this role requires a dedicated workspace with a desk and chair and a reliable internet connection.

    How to Apply :

    To apply for this position, please follow the link below and click on the "Senior Associate, Residential Financing Programs" position. Applications must include a resume and cover letter to be considered.

    https : / / ctgreenbank.applicantpro.com / jobs /

    Closing Date : December 31, 2025 or when a qualified candidate is identified.

    AA / EEO : No recruiters please.

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    Associate Residential • Hartford, CT, US

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