Commercial Business Manager

Collective Clean Energy Fund•Quinte West, ON

11d•$80,000 - $93,000•Remote

About The Position

Collective Clean Energy Fund (CCEF) is a nonprofit investment fund that utilizes and leverages mission-driven capital to fill financing gaps in various clean energy markets, including Colorado. CCEF operates on the “Green Bank” model and identifies unserved and underserved clean energy opportunities and works with a variety of stakeholders to structure finance solutions to bring those opportunities to fruition. CCEF is seeking intelligent, energetic, and high-integrity individuals with a shared passion for clean energy, addressing solutions to climate change, and making a positive impact in the lives of people across Colorado and beyond. CCEF is seeking a mission-driven Commercial Business Manager to serve as the primary point of contact for prospective borrowers, guiding them through the loan intake process from initial inquiry to application. Working closely with potential borrowers, this individual will assess financing needs, determine alignment with CCEF's lending products, and ensure a positive and efficient customer experience. The Commercial Business Manager will own and continuously improve the customer intake process, identifying and implementing enhancements that streamline workflows, improve operational efficiency, strengthen cross-functional collaboration, and create an exceptional borrower experience. This role plays a critical part in ensuring a consistent, efficient, and mission-aligned lending process from the first borrower interaction through the life of the loan. In addition, the Commercial Business Manager will oversee and manage CCEF's commercial loan portfolio, ensuring it remains diversified across loan terms, loan types, industry sectors, and risk profiles. This role is responsible for monitoring portfolio performance, identifying opportunities to maintain diversification, and supporting the organization's lending objectives through sound portfolio management.

Requirements

Bachelor’s degree in engineering, architecture, construction management, building science, environmental studies, finance, or a related field, or equivalent combination of education and experience.
One to five years of experience in building science, energy efficiency, commercial construction, project development, clean energy, or a related technical field.
Familiarity with building systems, including HVAC, building envelope, lighting, controls, renewable energy systems, electrification, and energy efficiency measures.
Strong analytical skills with the ability to review technical documentation, project proposals, energy audits, and contractor estimates.
Excellent communication skills with the ability to coordinate well with borrowers, contractors, and internal stakeholders.
A customer-focused, consultative approach with experience building trusted relationships and working with clients.
Experience managing multiple projects and priorities while maintaining attention to detail and delivering high-quality customer service.
Proficient in CRM, project management, and data management software tools.

Nice To Haves

Experience with commercial lending, project finance, or community development finance is a plus.
You enjoy building things from zero-to-one.
You are passionate about accelerating the adoption of renewable energy to mitigate the effects of climate change.
You enjoy working in a team setting but you’re comfortable managing your time and duties without constant oversight.
You enjoy turning complex problems into easy solutions.

Responsibilities

Serve as the primary relationship manager for prospective borrowers throughout the project intake process which includes qualifying projects, and setting borrower expectations on requirements.
Assess borrower financing needs and determine alignment with CCEF's lending products and underwriting criteria.
Gather technical documentation to evaluate contractor proposals for appropriate technology, cost, size, and savings.
Coordinate with internal stakeholders to facilitate timely loan evaluation and decision-making.
Own and continuously improve the borrower intake process, implementing systems and workflows that enhance efficiency and customer satisfaction.
Ensure compliance with organizational policies, lending guidelines, and applicable regulations.
Develop and maintain strong relationships with borrowers, partners, and internal teams.
Monitor CCEF's commercial loan portfolio to maintain appropriate diversification across loan terms, loan types, industries, and risk profiles.
Evaluate portfolio composition and recommend adjustments to support organizational lending goals and risk management objectives.
Analyze portfolio performance and recommend strategies to support organizational lending goals, portfolio health, and long-term sustainability.
Track portfolio and pipeline metrics, providing regular reporting and insights to leadership.
Build and maintain relationships with existing borrowers through regular outreach to monitor project progress, identify additional financing needs, and provide ongoing support.
Re-engage past borrowers, contractors, and project partners to share information about CCEF's financing products and explore opportunities to support new or upcoming projects.
Gather market and customer feedback to help inform the development of new financing products and outreach strategies.