Financial Specialist (Solar)
The purpose of the Finance Specialist (Solar) is a client facing sales person who receives leads from solar providers. They then contact the buyers to use our services, submits the application to our bank/lenders and engages with the bank/lender to get the loan approved.
Required skills & competencies:
- Mix of financial expertise and strong communication skills
- Financial analysis
- Risk assessment
- Loan underwriting advantageous
- Ability to build and maintain client relationships.
- Effective communication, both written and verbal, is essential for explaining complex financial information and negotiating loan term
- Consistent achievement of reasonable targets, as set by management from time to time
- To complete and submit loan applications and relevant forms accurately and timorously
- Establish, maintain and enhance relationships with the bank Liaison
- Establish, maintain and enhance relationships with the Solar provider
- Establish, maintain and enhance relationship with Key Account Manager
- Promote and maintain the good standing and credibility of the company at all times
- Remain abreast of changes in lending criteria as they change from time to time
- Prepare and submit within stated time periods accurate monthly sales reports in the prescribed format
- Minimum academic qualification - Grade 12
- Computer literate
- Minimum industry experience
- Sales experience
- Asset finance experience advantageous
- Solar industry knowledge advantageous
Critical Competencies:
- Accuracy
- Devotion to quality
- Negotiating
- Performing under pressure
- Results - oriented
- Client focused
- Persuasiveness