What are the responsibilities and job description for the Customer Intake Coordinator position at Ion Solar Pros?
Join Our Growing Team as a Customer Intake Coordinator!
Company: Ion Solar Pros (ISP)
Location: Middlebury, CT
Job Type: Full-Time
iSP stands as one of the Northeast’s fastest-growing solar energy companies, transforming the renewable energy landscape with innovative technology, dynamic solutions, and an unwavering commitment to excellence. At iSP, our employees and customers come first. We are seeking a Customer Intake Coordinator to join our expanding team.
The iSP Customer Intake Coordinator plays a vital role in the solar process, ensuring that all required documentation and financial information are accurate, complete, and compliant with company guidelines. Their primary responsibility is to review and coordinate a customer’s documents for submission to a Project Coordinator, facilitating a seamless transition to the next stage of the process.
Key Responsibilities:
- Document Verification & Collection – Review and verify the accuracy of paperwork and financial documents. Gather necessary materials, such as utility bills, to ensure a complete and compliant deal package.
- Deal Submission Review – Check for completeness and confirm that all information aligns with company and lender requirements before submission.
- Schedule customer's site-survey - The Customer Intake Coordinator is responsible for scheduling a customer’s site survey at a time that is convenient for the homeowner and aligns with our availability.
- Customer & Energy Consultant Communication – Collaborate with customers and energy consultants to resolve any upfront issues and obtain any additional required information.
- Solar Package Preparation & Submission – Once all documentation is verified, submit the solar project to the Project Coordination Team for further processing.
- Follow-Up & Coordination – Ensure all upfront conditions and stipulations are met, working closely with customers and energy consultants to finalize the package.
The Customer Intake Coordinator serves as the crucial link between the customer and the energy consultant, ensuring a smooth, efficient, and timely submission to operations.
Job Type: Full-time
Pay: $20.00 - $25.00 per hour
Expected hours: 40 – 45 per week
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Day shift
- Monday to Friday
- Weekends as needed
Ability to Commute:
- Middlebury, CT 06762 (Required)
Ability to Relocate:
- Middlebury, CT 06762: Relocate before starting work (Required)
Work Location: In person
Salary : $20 - $25
