Sr. Program Manager - Renewable Energy

Axos Bank

2d • $120,000 - $140,000 • Onsite

About The Position

The Sr. Program Manager supports the Renewable Energy vertical, overseeing project closings, fundings, and ongoing portfolio operations. This role coordinates documentation, stakeholder communications, insurance compliance, and invoice tracking to ensure efficient and accurate execution. It also provides continuous portfolio oversight, including production monitoring, side letter tracking, and responsive support to lessors, banking partners, and internal teams. There will be a secondary responsibility to support Verdant’s Capital Markets and portfolio operations by managing funding transactions, validating deal pricing, and ensuring accurate documentation and compliance across sold, assigned, and syndicated assets. Through strong cross-functional coordination, pricing validation, and systems support, the role helps protect Verdant’s interests while ensuring timely, accurate execution of capital market transactions.

Requirements

• Bachelor’s degree preferred or equivalent combination of education and relevant professional experience
• 5-10+ years of relevant financial services operations experience
• Demonstrated proficiency in Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint
• Effective written, verbal, and listening communication skills
• Strong organizational skills with attention to detail and accuracy
• Ability to manage multiple tasks and priorities concurrently and meet established deadlines
• Ability to understand, follow, and apply company policies, procedures, and regulatory requirements

Responsibilities

• Review, provide, and maintain required insurance information and certificates in support of closings and portfolio requirements.
• Collect, track, and manage invoices related to pay proceeds and closings; review revenue accounts prior to payment due dates to ensure accuracy.
• Support portfolio management by monitoring production performance and preparing reporting for Lessors.
• Track open side letter items and coordinate follow-ups to validate and test data with internal and external partners.
• Download, organize, and distribute project documentation to interested parties, including Lessors, Appraisers, and other stakeholders.
• Set agendas and provide preparation support for recurring meetings.
• Respond to routine bank requests, including audit support, production data, O&M or insurance changes, and requests for updated financial information.
• Ensure timely, accurate documentation flow and maintain organized records across projects, fundings, and portfolio activities.
• Prepare, review, and validate Capital Markets documentation and pricing (including lease, tax-oriented, and portfolio transactions) to ensure accurate funding proceeds while protecting Verdant’s rights and obligations.
• Manage assigned asset activity, including contract changes, funding transactions, account monitoring, payoffs, and timely closeout, ensuring compliance with insurance, audit, and assignment requirements.
• Confirm accurate booking, post-sale servicing, and portfolio data by reconciling servicer reports and supporting Funding Partner reporting needs in coordination with IT.
• Research, analyze, and respond to customer, Funding Source, and internal inquiries, driving timely issue resolution and data accuracy.
• Act as a cross-functional liaison among Sales, Credit, Operations, Accounting, Customers, Funding Sources, and Third-Party Servicers, prioritizing and managing requests effectively.
• Support syndication systems, migrations, acquisitions, and sales self-syndication efforts; contribute to special projects and maintain current industry and job knowledge.
• Coordinate and distribute closing documentation to Operations and Accounting to support timely and accurate project closings.
• Notify internal and external stakeholders of upcoming fundings and ensure clear communication throughout the funding process.

Benefits

• Medical, Dental, Vision, and Life Insurance
• Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
• HSA or FSA account and other voluntary benefits
• 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
• Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading

What This Job Offers

• Job Type: Full-time
• Career Level: Senior