Operations Specialist Ll

Palmettocleantech

Remote
Remote
Underwriting and technical document processing
Installer support and ecosystem management
Frontline knowledge base management
Palmetto is seeking an Operations Specialist II for their remote team, focusing on managing underwriting and technical document processing related to their financial products in the renewable energy sector. The ideal candidate will have customer support experience, preferably in solar or HVAC, and possess strong communication and problem-solving skills

Job Summary

  • The Platform Operations II role is critical to the success of the LightReach Platform, managing the underwriting and technical document processing surrounding Palmetto’s financial products, as well as providing installer support to ensure smooth intake surrounding all financial product transactions.
  • The role is responsible for frontline knowledge base management, communications management, and compliance monitoring, and is at the forefront of installer support and ecosystem management.
  • Palmetto offers a comprehensive benefits package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more—so you can have it all both personally and professionally.

Matching Summary

Match Score: 85

Palmetto is seeking an Operations Specialist II for their remote team, focusing on managing underwriting and technical document processing related to their financial products in the renewable energy sector. The ideal candidate will have customer support experience, preferably in solar or HVAC, and possess strong communication and problem-solving skills.

Skills & Requirements

Must-have

  • Underwriting and technical document processing
  • Installer support and ecosystem management
  • Frontline knowledge base management
  • Communications management
  • Compliance monitoring
  • Servant leadership
  • High emotional intelligence

Nice-to-have

  • Passion for clean energy
  • Collaborative team environment
  • Career growth opportunities
  • Spanish speaker

Key Requirements

  • Minimum 2+ years of experience
  • Customer, tech, or sales support role experience
  • Proficient in web-browser hotkeys/shortcuts
  • High typing speed of at least 40 WPM

Work Rights

Not specified

Tailored Resume

Cover Letter