Sr. Program Manager - Renewable Energy

Axos Bank

CA

JOB DETAILS
SALARY
SKILLS
Accounting, Alternative Energy, Analysis Skills, Asset Management, Banking Services, Billing, Calculators, Capital Markets, Communication Skills, Computer Mouse Hardware, Copying Machines, Cross-Functional, Data Quality, Detail Oriented, Documentation, E Programming Language, Employee Benefits, Energy Management, English Language, Equal Employment Opportunity (EEO), Establish Priorities, Federal Laws and Regulations, Financial Analysis, Financial Operations, Financial Services, Flexible Spending Accounts, Funding, Homeland Security, Insurance, Investment Management, Keyboards, Life Insurance, Loans, Maintain Compliance, Manual Dexterity, Medical Conditions, Medical Genetics, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Military, Mortgage Lending, Multitasking, Office Equipment, Organizational Skills, Performance Analysis, Post-Sales, Presentation/Verbal Skills, Pricing, Problem Solving Skills, Production Control, Production Support, Project Tracking, Project/Program Management, Reconciliation, Record Keeping, Regulatory Requirements, Reporting Skills, Request for Information (RFI), Sales, Small Business, Small Company, Spanish Language, State Laws and Regulations, Stock Market, System Migration, System Operations, Systems Administration/Management, Test Data, Time Management, Transaction Processing/Management, United States Citizenship and Immigration Services (USCIS), Vision Plan
LOCATION
CA
POSTED
2 days ago

Axos Bank

Target Range:

$120,000.00/Yr. - $140,000.00/Yr.

Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.

Eligible for an Annual Discretionary Cash Bonus Target: 10%

Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%

These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

About This Job

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.

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.

Qualifications:

  • 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

Axos Employee Benefits May Include:

  • 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

About Axos

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We're a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.

Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).

Learn more about working at Axos

Pre-Employment Background Check and Drug Test:

All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

Equal Employment Opportunity:

Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.

Job Functions and Work Environment:

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.

The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

E-Verify and Right to Work Notices

Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

IER Right to Work Poster (English/Spanish)

E-Verify Participation Poster (English/Spanish)

About the Company

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Axos Bank