Document Compliance Specialist - New Orleans, La

Join the Solar For All Revolution!
At PosiGen, we are passionate about providing money saving solar energy and energy efficiency solutions for people of all income levels. We are seeking an equally passionate Document Compliance Specialist to help further our mission through excellent attention to detail, customer service, and a team-focused approach.
Essential Job Functions

• Follow up on aging customer statuses in Salesforce. Includes reporting status regularly
• Interact with management, office & field personnel of several internal departments on a daily basis
• Work with Document Control on deadlines for updated documents/regulations
• Review Salesforce reports for upcoming sale appointments and status of signed documents
• Adjusting sales packet based on sales representative needs or feasibility results from Operations
• Supports the Sales Team in the capacity of an Administrative professional
• Research ownership/property address issues with varies Parishes/Counties government offices
• Making sure that the sales packet has all of the correct/updated documentation components
• Making sure that all original documents are collected from the sales team for Document Control auditing purposes
• High volume of packet preparation for sales appointments in a timely manner
• Confirming that the proper loan approvals are received with sold systems
• General office management and administrative duties (filing, faxing, scanning and organization of sales documents and marketing materials)
• Verifying that all documents are completed/uploaded by sales team in order to comply with Document Control regulations

Education/Experience

• Proficient use of Microsoft Word, Excel and Outlook, as well as database programs
• High School Diploma
• Experience with Salesforce CRM software a plus
• Experience with DrawLoop and DocuSign software a plus
• Excellent communication skills

PosiGen is an Equal Opportunity / Affirmative Action employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or any other factor protected by applicable federal, state or local laws. Individuals who require reasonable accommodations under the Americans with Disabilities Act in order to participate in the search process should notify the Office of Human Resources.
Base Salary
$16—$16 USD