Sr. Manager, Counterparty Risk Operations

Description

EnFin’s Sr. forstå-manager of Counter party Risk mécanique is responsable for driving operational excellence across our solar installer channel, pipeline operations, key business KPI’s, ensuring efficient and effective processes, and identifying opportunities for continuous improvement. Ensuring seamless transition of the customer through all milestone payment stages, including post PTO concerns.

This position will be based out of one of our offices in Irvine, CA;
San Francisco, CA; or Teaneck, NJ, with a potential in‑office schedule set at the direct manager’s discretion in accordance with the company policies and procedures. Remote work may be considered for exceptional cases.

• Support with solar pipeline verification activities and lead the Counter party Risk Analyst team as Servant Leader who leads with empathy, sets clear expectations and inspects what they expect from the team.
• Review and approve/reject project investigations from a Risk perspective.
• Develop, implement and monitor processes and procedures to reduce pipeline exposure across our partner base and ensure operational excellence, efficiency, and scalability.
• Establish and track key performance indicators (KPIs) to measure operational performance, identify areas for improvement, and opportunities for growth.
• Oversee active/suspended channel partner relations and ensure effective outcomes are met.
• Ensure channel partners are adhering to their program agreements, and if any violations occur, they are reported accordingly, and the applicable corrective action is communicated to the channel partner.
• Analyze and optimize solar operations, including installation, maintenance, repair/warranty process, to reduce costs, improve quality, and enhance customer satisfaction.
• Collaborate with cross functional teams to implement process changes, ensuring smooth transitions and minimal disruptions to operations.
• Conduct regular audits to identify areas for improvement, ensuring compliance, regulatory requirements, industry standards and company policies are met.
• Follow the Complaints Process, use tools & resources, and execute our policies & procedures in place to resolve our customers and business partners' complaints/escalations.
• Perform outbound calls to channel partners (Installers and sales companies) to resolve violations of SLA/SLO and ensure successful mitigation of the situation.
• Perform QA/QC with inbound calls, emails and case progress to positively manage our business partners relationships.
• Directly manage outliers in the pipeline and work with the applicable team to troubleshoot back into acceptable production and durations.
• Schedule regular meetings, discussions, and teleconferences to strengthen the relationship with our business partners.
• Raise any business partners’ concerns to the Ops Leadership team promptly.
• Review & analyze RM reports for our business partners' performance and behavior to address potential risk.
• Identify opportunities for business growth to our Risk Leadership team.
• Review loan documents and installation contracts for accuracy and completeness.
• Provide support to our business partners on how to use our proprietary solar origination software.

• Bachelor’s degree and a minimum of 8+ years of professional work experience including 5-10 years of extensive experience working in the solar industry as it relates to operations pipeline/account management, project management, customer service, financial services/lending, underwriting, utility regulations/tariffs and B2B2C.
• Proven track record of B2B2C operations and/or developing B2B relationships along with industry associations and networking group connections.
• Ability to interpret complex regulatory and tariff documents as well as possess a strong understanding of utility corrections and kickbacks and track record of successful mitigation.
• Excellent verbal and written communication skills; strong interpersonal skills requiring sensitivity and discretion; capable of analyzing data; strong attention to detail; and the ability to exercise sound judgement.
• Productive performer that can work with very little guidance and pursue/manage…