Lender Partnership Manager

Energy Infrastructure Partners

. Lead EIP's delivery of an energy efficiency financing initiative for a major Pennsylvania investor-owned utility company .

Posted 9/17/2026full-timePhiladelphia • Pennsylvania • United StatesMid-LevelSenior💰 $100,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in commercial lending, program management, and financial services partnerships, with a strong ability to build and manage relationships with lenders and external partners. Proficient in analyzing program performance and implementing improvements to enhance financing outcomes and customer experience.

Highest-signal resume keywords

Commercial Lending ProductsProgram ManagementFinancial Services PartnershipsCRM SystemsMicrosoft Office

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Commercial LendingUnderwriting ConceptsFinancing StructuresProgram EvaluationPerformance MetricsMarket AnalysisWorkflow ManagementClient Relationship ManagementEnergy Efficiency FinancingProject Tracking

Soft Skills

Excellent Verbal CommunicationWritten CommunicationPresentation SkillsOrganizational SkillsFollow-Through Skills

Tools & Technologies

CRM SystemsSpreadsheetsDashboardsPartner Tracking Tools

Industry Keywords

Energy Efficiency FinancingCDFI LendingBusiness BankingClean Energy FinanceFinancial Institutions

About the role

Key responsibilities & impact

Lead EIP's delivery of an energy efficiency financing initiative for a major Pennsylvania investor-owned utility company
Build and maintain a diverse network of banks, CDFIs, credit unions, equipment finance companies, specialty finance providers, and other lenders
Recruit, educate, onboard, train, and support financing partners
Understand lender products, borrower profiles, project preferences, deal sizes, geographic coverage, underwriting requirements, and approval processes
Own the day-to-day design, management, and refinement of the financing offering and matching desk
Establish lender and referral workflows, matching criteria, tools, and process documentation
Manage financing referrals, identify appropriate financing pathways, coordinate introductions, and track opportunities through financing outcomes
Coordinate the contractor-facing outreach function and implementation partners
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 performance
Maintain accurate CRM and program records and prepare client and internal performance reports
Support forecasts, invoicing inputs, budget tracking, and other administrative requirements
Identify financing gaps, borrower and contractor barriers, and market opportunities
Use market feedback and performance data to improve lender coverage, customer experience, program design, and market impact

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
Must be able to work in the office at least three days per week: Tuesday, Wednesday, and Thursday
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
Hybrid work arrangement with in-office and remote flexibility