Contract Verification Agent (URGENT NEED!)
About The Position
Sol-Up is seeking a detail-oriented and organized Contract Verification Agent to support its solar sales and contract operations teams. The role verifies contract accuracy, completes customer verification calls, collects and validates required documentation, processes down payments, and ensures contract-related tasks are completed accurately and on time. The agent communicates with customers and internal teams and uses CRM, lender, solar design, and contract management systems while following established processes and requirements. The role covers contract verification and processing in Nevada and California. It includes customer calls, contract and document checks, payment collection and reconciliation, and completion of related tasks in PISA. The agent maintains organized and accurate records, resolves discrepancies with appropriate teams, and ensures required documentation and verification steps are complete before contracts advance.
Requirements
- Strong verbal and written communication skills and the ability to communicate professionally with customers and internal teams.
- Excellent attention to detail and organizational skills.
- Ability to manage multiple contracts, deadlines, and follow-up tasks in a fast-paced environment.
- Proficiency with CRM systems, web-based portals, and digital documentation tools.
- Ability to understand contract terms, identify discrepancies, and follow established procedures.
- Strong problem-solving skills and commitment to accuracy, accountability, and customer service.
- Ability to responsibly handle customer payment information and confidential contract documentation.
Nice To Haves
- Experience in solar operations, contract administration, sales support, or customer verification.
- Familiarity with solar contracts, prepaid PPAs, and residential solar financing.
- Previous experience with PISA, Sunbase, OpenSolar, ENFIN, or Palmetto.
- Experience with payment collection, transaction logging, and accounting coordination.
Responsibilities
- Complete verification calls for Nevada contracts within 48 hours of signing, review contract details, and confirm customers understand their agreements using the appropriate script.
- Complete and close required California contract tasks in PISA, including assigning power-bill and property-ownership verification tasks.
- Maintain knowledge of the end-to-end solar contract process, contract requirements, and procedures for Nevada and California.
- Answer customer questions during verification calls, explain contract details, and provide support for complex agreements, particularly NCA prepaid PPAs.
- Conduct a new verification call whenever a contract is modified after PSS, including for multiple revisions to the same contract.
- Collect down payments from cash-paying customers through Clover, check deposits, or cash; record transactions in PISA and coordinate documentation and reconciliation with Accounting.
- Obtain customers’ power bills when not already collected by the call center or Energy Consultant and verify that information matches customer and contract details.
- Confirm property ownership for applicable contracts and ensure ownership documentation and details are accurate and consistent with the contract.
- Ensure required documents and verification steps are complete before advancing contracts; upload call recordings, power bills, and ownership documents, add completion notes, and close corresponding PISA tasks.
- Navigate and use relevant CRM, solar design, and lender platforms, including PISA, Sunbase, OpenSolar, ENFIN, and Palmetto.
- Maintain accurate contract records, identify missing or inconsistent information, and coordinate with appropriate teams to resolve discrepancies and prevent processing delays.
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What This Job Offers
Job Type
Part-time
Education Level
No Education Listed
