Associate, Financing Program Development & Origination

Green Bank; Hartford (CT); Hybrid; USD 65,000 - 75,000; Full time

Job summary

Connecticut Green Bank is seeking an Associate to join its Financing Programs team, focusing on program development and origination in Hartford, CT. The role partners with the Director and Associate Manager to identify project opportunities and move them toward Green Bank financing submissions.

You will help manage inquiries, coordinate contractor engagement, draft documents, and maintain Salesforce dashboards while supporting Solar Roof Lease and PPA transactions.

Qualifications

• Interest in clean energy and sustainability with willingness to learn.
• Ability to manage multiple projects in a fast-paced environment.
• Strong organizational and time management skills.
• Excellent interpersonal, oral, and written communication.
• Comfort with public speaking.
• Ability to work independently and in a team.
• Creative problem-solving abilities.
• Familiarity with Microsoft Office (Teams, Outlook, Excel, Word, PowerPoint).
• Salesforce experience preferred.

Responsibilities

• Support program development and origination activities for C-PACE and solar financing programs.
• Coordinate inquiries and lead management across multiple channels.
• Prepare prequalification letters and draft transaction documents.
• Maintain project reports, dashboards, and Salesforce data.
• Assist in contractor engagement, trainings, and eligibility processing.
• Support internal coordination and communication with stakeholders.

Skills

Public speaking

Customer service

Organizational skills

Communication

Microsoft Office

Problem solving

Teamwork

Education

Bachelor's degree in environmental science / environmental sustainability / business

Tools

Salesforce

Job description

CONNECTICUT GREEN BANK

ASSOCIATE, FINANCING PROGRAM DEVELOPMENT & ORIGINATION

SUMMARY

The Connecticut Green Bank (hereafter "Green Bank") is seeking an Associate to join its Financing Programs team, focused on program development and origination.

The Financing Programs' Program Development & Origination team is responsible for the Green Bank's clean energy lending programs, including C-PACE, Solar Power Purchase Agreement ("PPA"), Solar Loan, and Solar Lease. The Associate will provide programmatic support to the Director and Associate Manager of Program Development & Origination as they work with property owners, contractors, developers, utilities, municipalities, and other partners to identify project opportunities and develop those until the point of submission of an application for Green Bank financing.

The Green Bank, a quasi-public authority, is 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, and growing our economy, strengthening our communities, and protecting our environment.

EXAMPLES OF DUTIES

Individual responsibilities are distributed across several aspects of the program development and origination process, including:

Lead Management and Project Work

• Managing inquiries submitted through various sources, including the online Building Solutions Contact form, incoming phone calls, contractor-generated leads, and Green Bank's Outreach Team-generated leads, by scheduling introductory calls, explaining program options and requirements, and evaluating possible program eligibility;
• Connecting prospective customers with contractors, additional program resources, or alternative Green Bank programs when appropriate;
• Reviewing and following-up on incomplete C-PACE financing applications, including applications with missing information, etc.;
• Preparing and issuing C-PACE prequalification letters;
• Drafting transaction documentation for Solar Roof Lease and Solar PPA programs;
• Collecting, organizing, and maintaining required documentation from property owners and contractors for solar financing programs;
• Assisting in coordinating the internal administration of Solar Roof Lease and Solar PPA transactions;
• Preparing project updates, agendas, and supporting materials for weekly contractor calls for Solar Roof Lease and Solar PPA projects; and
• Creating, maintaining, and managing program reports, dashboards, and project-tracking data in Salesforce.

Contractor Engagement & Training

• Managing and coordinating contractor trainings, including by maintaining current training PowerPoint presentations, coordinating internal pre-training meetings, and managing registration through Calendly and Microsoft Teams;
• Managing training participant registration communications, including scheduling communications and distributing post-training follow-up materials to participants;
• Updating contractor eligibility records in Salesforce;
• Responding to contractor inquiries submitted through the Contractor Solutions online contact form;
• Processing contractor eligibility applications for C-PACE and solar financing programs, including conducting reference checks and maintaining supporting application documentation;
• Coordinating the onboarding of registered and approved contractors, including issuing approval communications and arranging updates to public contractor listings;
• Tracking contractor compliance with program requirements in coordination with the Associate Manager;
• Participating in individual weekly contractor calls and support ongoing contractor communications;
• Assisting the Green Bank's Marketing & Outreach Team with planning and coordinating contractor networking events; and,
• Other duties as assigned.

MINIMUM QUALIFICATIONS REQUIRED

The following minimum qualifications in knowledge, skill and ability are required:

• Demonstrated interest in clean energy & sustainability and/or clean energy finance through coursework and/or work experience, and a strong willingness to learn;
• Demonstrated ability to support multiple projects and initiatives in a fast-paced environment;
• Strong organizational and time management skills, with the ability to multitask and work with limited supervision;
• Excellent interpersonal, oral, and written communication skills, with emphasis on providing internal and external customer service;
• Comfort with public speaking;
• Ability to work efficiently on assigned tasks independently and as part of a team;
• Creative problem-solving abilities;
• Familiarity with Microsoft Office products, particularly Teams, Outlook, Excel, Word, and PowerPoint;
• Experience with Salesforce is highly preferred, but not required.

EXPERIENCE AND TRAINING

General Experience:

• At least two (2) years of employment experience related to the expected duties of this position (i.e., supporting projects or programs, with preference given to demonstrated prior support of clean energy projects or programs).

Substitutions Allowed:

• A bachelor's degree in environmental science, environmental sustainability, business, or related field may be substituted for the General Experience if the candidate also has demonstrated coursework, internship, or other work experience related to the expected duties of the position.

The Green Bank will determine if this position will be filled at the Associate or Senior Associate level based on the experience and qualifications of the individual selected. Prospective applicants who meet most, but not all, selection criteria are encouraged to apply for the position.

EMPLOYMENT DETAILS

• This position reports directly to the Director of Program Development & Origination.
• The position will be based in the Green Bank's Hartford, CT office with opportunities for remote work.
• Expected salary ranges from $65,000 - $75,000, but the final salary will be commensurate with experience, skills, and qualifications.
• 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

PHYSICAL REQUIREMENTS

• Frequent communications, verbal and written, both qualitative and quantitative
• 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.

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. When working remotely, this role requires a dedicated workspace with a desk and chair and a reliable internet connection.

Closing Date: August 31, 2026 or when a qualified candidate is identified.

AA/EEO