Lease Transfer Coordinator

Summary

The Lease Transfer Coordinator is responsible for delivering exceptional customer service and support to solar lease customers, ensuring a seamless transition from lease initiation to transfer. This role involves handling inquiries, explaining lease terms, assisting with payment options, and coordinating with internal teams and external stakeholders to facilitate smooth transactions. Success in this position requires strong communication, problem-solving skills, and the ability to work independently in a fast-paced environment.

Essential Job Functions

• Responds to customer inquiries regarding system performance and maintenance as needed.
• Clearly explains the leasing program, including solar production and energy efficiency benefits.
• Provides an overview of the savings portal, savings analysis, and lease advantages.
• Answers questions about lease transfers, home sales, and contract terms in a clear and professional manner.
• Handles inbound and outbound calls with customers regarding past-due balances, discussing lease options and payment solutions for debt recovery.
• Negotiates payment arrangements and resolves customer issues with sound decision-making.
• Manages escalated customer concerns and collections while ensuring prompt resolution and customer satisfaction.
• Delivers consistent, professional, and high-quality service at all times.
• Maintains proactive communication with customers, real estate agents, and closing agents to facilitate smooth lease transfers.
• Collaborates with the Document Control department and relevant parties to schedule, coordinate, and accurately manage closing appointments.
• Follows up with existing and potential customers to gather necessary information for lease processing.
• Confirms property sale details and ensures lease transfer of solar panels is progressing as expected.
• Takes ownership of dispute resolution, ensuring all concerns are properly addressed and communicated to relevant stakeholders.
• Maintains professionalism while managing difficult customer interactions and resistance to agent outreach.
• Conducts field collection visits within the assigned region as required.
• Completes additional administrative tasks and special projects as needed to support business objectives.
• Other duties as assigned.

Competencies

• Strong ability to work independently while effectively prioritizing workload.
• Persuasive, persistent, and self-motivated with a results-driven mindset.
• Demonstrates empathy, assertiveness, tact, and resilience in customer interactions.
• Able to build rapport and communicate with individuals from diverse backgrounds.
• Capable of handling 30+ inquiries daily via inbound/outbound phone calls and email.
• Proficient in typing at a minimum speed of 45 words per minute with accuracy.
• Adaptable to fast-paced and evolving work environments.
• Excellent verbal and written communication skills for effective phone and email correspondence.
• Strong attention to detail to ensure accuracy in lease assumption documents.

Education/Experience 

• High School diploma or GED required.
• Minimum of two years of customer service experience.
• Experience with Salesforce is a plus.
• Bilingual in Spanish is preferred.
• Proficiency in Google Workspace is preferred.
• Strong written and verbal communication skills required.
• Excellent customer service skills and experience are essential.
• Flexibility to accommodate customer availability.
• Valid state driver’s license and reliable transportation required.
• Willingness to complete the pre-employment screening process.

Physical Demands

The physical requirements outlined are essential for performing the core duties of this role.

• Primary responsibilities involve regular speaking, listening, standing, walking, using hands to handle or feel objects, and reaching with arms.
• Occasionally, the role may require sitting, climbing, balancing, stooping, kneeling, crouching, or crawling. Employees must be able to frequently lift and move objects weighing up to 10 pounds and occasionally up to 40 pounds.
• Vision requirements include the ability to focus at close and long distances, distinguish colors, maintain peripheral awareness, perceive depth, and make precise focus adjustments.

EEO Statement

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, 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.