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Lender Partnership Manager
Energy Infrastructure Partners. Lead delivery of an energy efficiency financing initiative for a major Pennsylvania investor-owned utility company .
Posted 9/18/2026full-timePhiladelphia • Pennsylvania • United StatesMid-LevelSenior💰 $100,000 - $140,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in commercial lending, program management, and energy efficiency financing, with a strong ability to build and maintain relationships with lenders and financial institutions. Proficient in analyzing program performance and implementing continuous improvements to enhance financing outcomes.
Highest-signal resume keywords
Commercial Lending ExpertiseProgram ManagementRelationship BuildingEnergy Efficiency FinancingData Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Commercial Lending ProductsCredit ConsiderationsUnderwriting ConceptsFinancing StructuresProgram EvaluationPerformance MetricsWorkflow ImprovementMarket AnalysisKPI MonitoringBudget Tracking
Soft Skills
Excellent Verbal CommunicationWritten CommunicationPresentation SkillsOrganizational SkillsFollow-Through Skills
Tools & Technologies
Microsoft OfficeCRM SystemsSpreadsheetsDashboardsProject Tracking Tools
Industry Keywords
Energy EfficiencyFinancing InitiativeLender NetworkCDFI LendingClean Energy FinanceFinancial Services PartnershipsUtility Program DeliveryClient ManagementReferral TrackingMarket Feedback
About the role
Key responsibilities & impact- Lead delivery of an energy efficiency financing initiative for a major Pennsylvania investor-owned utility company
- Own and continuously refine the financing program model, processes, tools, and matching function
- Recruit, educate, onboard, train, and support banks, CDFIs, credit unions, equipment finance companies, specialty finance providers, and other lenders
- Build and maintain a diverse lender network
- Understand lender products, borrower profiles, project preferences, deal sizes, geographic coverage, underwriting requirements, approval processes, and participation criteria
- Educate lenders on energy efficiency project economics and utility program delivery
- Manage the lender-side financing matching desk and coordinate contractor-facing outreach
- Evaluate financing referrals, identify appropriate financing pathways, coordinate introductions, and track referral and financing outcomes
- Serve as EIP's primary day-to-day program contact with the prime implementation contractor and utility sponsor
- Lead meetings, coordinate approvals and support needs, communicate performance, and resolve delivery issues
- Establish and monitor program KPIs, referral and conversion outcomes, lender participation, and financing outcomes
- Maintain CRM and program records; prepare client and internal performance reports
- Support forecasts, invoicing inputs, budget tracking, and other administrative requirements
- Gather market feedback, identify financing gaps and barriers, and implement continuous program improvements
- Create and maintain lender profiles, training content, referral guides, matching tools, process documentation, and presentations
Requirements
What you’ll need- Bachelor's degree in finance, business, economics, accounting, public policy, or a related field; or equivalent relevant experience
- At least 5 years of experience in commercial lending, business banking, CDFI lending, equipment finance, clean energy finance, financial services partnerships, program management, or a related field
- Strong understanding of commercial lending products, credit considerations, underwriting concepts, financing structures, and borrower or project evaluation
- Demonstrated ability to manage and improve a program, product, or market-facing service, including workflows, performance metrics, partner coordination, and continuous improvement
- Demonstrated ability to recruit, build, and manage productive relationships with lenders, financial institutions, clients, or other external partners
- Ability to serve as a day-to-day client lead, coordinate a small cross-functional delivery team, manage competing priorities, and maintain accountability for program outcomes
- Excellent verbal, written, and presentation skills, with the ability to explain energy efficiency, financing, and program concepts clearly to professional audiences
- Ability to assess lender capabilities and project characteristics, analyze program performance, identify market or process gaps, and develop practical improvements
- Strong organizational and follow-through skills
- Proficiency in Microsoft Office
- Experience using CRM systems, spreadsheets, dashboards, and partner or project tracking tools
- Must have a valid US driver's license
- EIP does not offer visa sponsorship for this position
Benefits
Comp & perks- Performance-based bonus tied to individual and company performance
- 401(k) retirement savings plan with employer match
- Comprehensive health, dental, vision, life, and disability insurance
- Paid vacation, sick time, and holidays
- Professional development and training opportunities
- Dynamic, inclusive work environment that encourages collaboration, innovation, and growth
- In-office and remote flexibility