SUNLIGHT FINANCIAL Relationship Manager Salary in the United States

SUMMARY

The Relationship Manager (RM) is responsible for managing the success of our clients by building a relationship and nurturing the account. The RM will ensure that our clients are able to effectively support customers during the solar approval process.

ROLE AND RESPONSIBILITIES:

Potentially responsible for performing a broad range of loan operation functions to support underwriting, portfolio management, and customer relationships for both residential solar and home improvement installers:

• Build positive and productive relationships with clients for business growth.
• Consult and assess internal and external factors that will streamline service delivery and raise client satisfaction with service issues.
• Schedule regular meetings, discussions, teleconferences and potential visits to client offices to strengthen the relationships.
• Address client concerns promptly and professionally.
• Ensure that client requests are handled timely and accurately.
• Provide client support and handle client communications effectively.
• Respond to customer escalations quickly, inspiring confidence in service and customer loyalty.
• Manage pipeline from daily installer reporting to track status of loans
• Experience related to consumer underwriting and regulatory requirements
• Review credit analysis based on pre-defined credit strategies and guidelines for risk
• Manage assigned client relationships to ensure 100% customer satisfaction
• Review loan documents for accuracy and completeness
• Underwrite Solar Loans according to internal policy and procedure
• Provide client support for solar panel installers on how to use our proprietary loan origination software
• Assist loan service providers with any loan customer support issues that fall outside routine support
• Perform fraud verification activities to ensure the validity of customer information
• Execute QA/QC scripts to ensure operational quality is maintained

QUALIFICATIONS AND EDUCATION REQUIREMENTS:

• A bachelor’s degree is a plus or equivalent related work experience
• Extensive background related to account management
• Previous financial services and/or consumer lending experience is a plus
• Excellent written, verbal, customer service and interpersonal skills required
• Ability to effectively and professionally communicate with clients/customers regarding financial standing
• Ability to maintain a flexible work schedule including evenings and weekends.
• Ability to function efficiently and utilize good time management skills in a fast paced and demanding work environment
• Proficient computer skills with specific emphasis on Microsoft Office products such as Excel and Outlook
• 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 judgment
• Ability to sit for extended periods of time

Preferred Skills:

• Successful candidate will have experience in consumer lending operations, preferably underwriting and customer support.
• Candidate will be customer service focused, detail-oriented, process-driven, and like Sunlight Financial, excited to help customers go solar.
• Experience utilizing various credit platforms a plus. Microsoft Excel and Outlook are mandatory.