Lender Partnership Manager
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections when posting has real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info. Remove boilerplate.
We need to parse the posting.
First part: "About Eip Energy Infrastructure Partners LLC (EIP) is a minority-owned business ..." This is about the company. Could be "About the role"? Actually "About the role" is typical heading for description of role. The posting includes "Position Description" then description. So we can have About the role
with paragraphs summarizing the role description.
Then responsibilities: there is a "Responsibilities" heading later. Also "Objectives of this Role" with bullet points. Also "Daily and Monthly Responsibilities" with many bullet points. We need to combine responsibilities into a - list. Should we separate sections? The instruction: Prefer a few substantive sections over many thin ones. So we could have one Responsibilities section that includes all duties.
Requirements/Qualifications: There's "Required Qualifications" and "Preferred Qualifications". Could combine into Requirements section? Or have Qualifications section. The instruction says use headings like Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can decide.
We have education, experience, lending knowledge, program/product management, relationship development, client/team leadership, training/communication, analytical/problem solving, organization/technology skills. Those are qualifications/requirements. Preferred qualifications list more.
We could have a
Qualifications
with - for required and preferred? Might be better to separate Required and Preferred as subheadings? But only allowed headings are those listed; we could still use
for subheadings? The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but says use for section headings (list). Likely they expect only those headings. So we should map content to those headings.
Thus we need sections: About the role, Responsibilities, Qualifications, Benefits, Pay, Schedule maybe. Skills maybe not needed if covered in Qualifications. We'll include Skills if there is explicit skills content. There's "Training and Communication Skills", "Analytical and Problem-Solving Skills", "Organization and Technology Skills". Could be a Skills section.
We have Pay: "Competitive base salary ($100,000-$140,000) commensurate with experience and qualifications. Performance-based bonus tied to individual and company performance." That's pay info. So we need Pay section.
Benefits: list: 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. A dynamic, inclusive work environment that encourages collaboration, innovation, and growth. Also maybe "Join us!" but that's not benefit. So Benefits section.
Schedule: Not mentioned explicitly. The role is hybrid but no schedule details. So we should not create Schedule section unless posting states it. It doesn't. So omit.
Now we need to preserve all substantive information. Must not invent or summarize away detail. Must not include boilerplate like EEO etc. The posting includes "WE OFFER" then benefits. Also includes "Join us! At EIP, your work will directly support..." That's maybe marketing but still substantive? It's not boilerplate; it's a call to action. Might be considered application instruction? It's not exactly instruction to apply. It's more like encouragement. The instruction says remove application instructions. This is not an instruction to apply, but could be considered promotional. I'd keep it maybe as part of About the role? But it's after benefits. Could be considered part of Benefits? Not really. Might be considered boilerplate? It's not legal/EEO. It's a motivational statement. I'd keep it maybe as a paragraph under Benefits or as a separate section? There's no heading for it. Could add a
after Benefits.
But we must not create sections with filler. So we can just include a
after Benefits.
Now we need to output only HTML fragment, no /, no markdown.
Let's craft.
First, About the role: combine the position description paragraphs.
We need to preserve all substantive information: The role description includes many details. We'll paraphrase? Must not summarize away detail; we need to preserve all substantive information. That means we cannot omit details; we need to keep them. But we can rephrase? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." So we must keep the details, but we can rephrase? Summarizing away detail would be removing details. Rephrasing while keeping all details is okay, but we must ensure not to lose any detail. Safer to copy the sentences as is, maybe split into paragraphs.
We'll include the description as multiple
elements.
Let's extract the description text from "Position Description" through to before "Responsibilities". Actually the posting: "Position Description EIP is seeking a highly motivated Lender Partnership Manager / Program Manager to lead EIP's delivery of an energy efficiency financing initiative on behalf of a major Pennsylvania investor-owned utility company. This hybrid role combines lender partnership development with overall program management and financing-program product ownership. The successful candidate will recruit, educate, and support national, regional, and local financing providers while also managing and continuously improving the program so financing helps move more viable energy efficiency and clean energy projects from opportunity to implementation. The Lender Partnership Manager / Program Manager will build and maintain a diverse network of banks, community development financial institutions (CDFIs), credit unions, equipment finance companies, specialty finance providers, and other lenders. The role will work with each lender to understand the customers and projects they finance, geographic coverage, deal size, product structure, underwriting parameters, and other criteria needed to determine where each financing provider is the best fit. The role will also educate lenders on energy efficiency project economics, including how reduced energy consumption and operating costs can improve customer cash flow and project affordability. As EIP's program lead, this position will own the day-to-day design, management, and refinement of the financing offering and matching desk. Responsibilities include establishing lender and referral workflows, defining matching criteria, coordinating the contractor-facing outreach function, monitoring conversion and financing outcomes, identifying market gaps, and using feedback from lenders, contractors, customers, the prime implementation contractor, and utility sponsor to improve the program. The role will serve as EIP's primary day-to-day program contact with the prime contractor and utility sponsor and will coordinate program reporting, meetings, performance management, invoicing inputs, and other internal administrative requirements. The ideal candidate combines commercial lending experience with strong project management, partnership development, and problem-solving skills. This person should be comfortable building a new market-facing program, translating between lenders and the energy efficiency market, using data to improve performance, and balancing strategic program development with hands-on execution. Participating lenders retain responsibility for their own credit, underwriting, and lending decisions."
That's a long paragraph. We'll keep it as is, maybe break into logical paragraphs.
Then after that, there is "Objectives of this Role" with bullet points. Then "Daily and Monthly Responsibilities" with many bullet points. We'll combine all responsibilities into a
- list.
We need to ensure we don't miss any bullet points.
Let's list responsibilities from Objectives:
- Program and Product Management: Own and continuously refine EIP's financing program model, processes, tools, and matching function to maximize the number of viable energy efficiency and clean energy projects that advance to implementation.
- Lender Recruitment and Network Development: Identify, engage, recruit, and maintain a diverse network of national, regional, and local financing providers with products that fit program customers and project types.
- Lender Qualification, Education, and Support: Understand lender products and underwriting requirements, educate lenders on energy efficiency project economics and utility program delivery, and support effective participation in the financing network.
- Matching Desk and Team Coordination: Manage the lender side of the financing matching desk and coordinate the contractor-facing outreach function so qualified opportunities are routed efficiently to appropriate financing providers.
- Client and Program Management: Serve as EIP's day-to-day program lead with the prime implementation contractor and utility sponsor, coordinating priorities, approvals, performance, reporting, meetings, and issue resolution.
- Performance and Financial Management: Establish and track program KPIs, referral and conversion outcomes, lender participation, and internal administrative and financial requirements, including invoicing inputs and performance reporting.
- Market Intelligence and Continuous Improvement: Identify financing gaps, lender appetite, borrower and contractor barriers, and emerging opportunities, and use those insights to improve program design, lender coverage, customer experience, and market impact.
Then Daily and Monthly Responsibilities bullet points (starting with "Manage and Refine the Financing Program:" etc). Let's extract each bullet:
- Manage and Refine the Financing Program: Own day-to-day program operations and continuously improve the financing product, referral process, matching criteria, tools, workflows, and partner experience based on performance data and market feedback.
- Recruit Financing Partners: Conduct targeted outreach to banks, CDFIs, credit unions, equipment finance companies, specialty finance providers, and other lenders to build a diverse financing network.
- Qualify Lenders and Map Products: Meet with prospective and participating lenders to understand financing products, borrower profiles, project preferences, deal sizes, geographic coverage, underwriting requirements, approval processes, and other participation criteria.
- Onboard, Train, and Support Lenders: Develop and deliver lender onboarding and training on the energy efficiency program, eligible project types, project economics, referral processes, and expectations for participation in the network.
- Manage Lender Relationships: Maintain regular communication with financing partners, address questions, support ongoing participation, identify changes in lender appetite or products, and help resolve program or coordination issues.
- Manage the Matching Desk: Oversee the process for evaluating financing referrals against lender profiles, identifying appropriate financing pathways, coordinating introductions, and tracking opportunities through referral and financing outcomes.
- Coordinate the Contractor-Facing Function: Direct and coordinate work with the Contractor Finance Outreach Representative and implementation partners so contractors understand the financing offering, generate qualified referrals, and receive timely information on available financing pathways.
- Manage Client and Partner Coordination: Serve as EIP's primary day-to-day program contact with the prime implementation contractor and utility sponsor; lead routine meetings, coordinate approvals and support needs, communicate performance, and resolve delivery issues.
- Track Financing Opportunities and Outcomes: Monitor referrals, lender responses, financing progress, project implementation barriers, and conversion outcomes to identify where intervention or program changes can improve results.
- Develop Program and Lender Resources: Create and maintain lender profiles, training content, referral guides, matching tools, process documentation, presentations, and other resources needed for consistent program delivery.
- Gather Market Feedback and Close Gaps: Collect input from lenders, contractors, customers, and program partners regarding financing barriers, unmet product needs, borrower readiness, and process challenges, and translate those insights into program improvements or new partnership priorities.
- Manage Performance, Reporting, and Administration: Establish and monitor program KPIs; maintain accurate CRM and program records; prepare client and internal performance reports; support forecasts, invoicing inputs, budget tracking, and other EIP administrative requirements.
- Drive Continuous Improvement and Program Impact: Regularly assess lender coverage, referral quality, conversion rates, cycle times, customer and contractor experience, and financing outcomes, and implement changes designed to increase financing utilization and move more projects to completion.
Now Required Qualifications:
Education: Bachelor's degree in finance, business, economics, accounting, public policy, or a related field; or equivalent relevant experience.
Experience: At least 5 years of experience in commercial lending, business banking, CDFI lending, equipment finance, clean energy
Qualifications
with- for required and preferred? Might be better to separate Required and Preferred as subheadings? But only allowed headings are those listed; we could still use
for subheadings? The instruction: use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but says use
for section headings (list). Likely they expect only those headings. So we should map content to those headings. Thus we need sections: About the role, Responsibilities, Qualifications, Benefits, Pay, Schedule maybe. Skills maybe not needed if covered in Qualifications. We'll include Skills if there is explicit skills content. There's "Training and Communication Skills", "Analytical and Problem-Solving Skills", "Organization and Technology Skills". Could be a Skills section. We have Pay: "Competitive base salary ($100,000-$140,000) commensurate with experience and qualifications. Performance-based bonus tied to individual and company performance." That's pay info. So we need Pay section. Benefits: list: 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. A dynamic, inclusive work environment that encourages collaboration, innovation, and growth. Also maybe "Join us!" but that's not benefit. So Benefits section. Schedule: Not mentioned explicitly. The role is hybrid but no schedule details. So we should not create Schedule section unless posting states it. It doesn't. So omit. Now we need to preserve all substantive information. Must not invent or summarize away detail. Must not include boilerplate like EEO etc. The posting includes "WE OFFER" then benefits. Also includes "Join us! At EIP, your work will directly support..." That's maybe marketing but still substantive? It's not boilerplate; it's a call to action. Might be considered application instruction? It's not exactly instruction to apply. It's more like encouragement. The instruction says remove application instructions. This is not an instruction to apply, but could be considered promotional. I'd keep it maybe as part of About the role? But it's after benefits. Could be considered part of Benefits? Not really. Might be considered boilerplate? It's not legal/EEO. It's a motivational statement. I'd keep it maybe as a paragraph under Benefits or as a separate section? There's no heading for it. Could add a
after Benefits. But we must not create sections with filler. So we can just include a
after Benefits. Now we need to output only HTML fragment, no /, no markdown. Let's craft. First, About the role: combine the position description paragraphs. We need to preserve all substantive information: The role description includes many details. We'll paraphrase? Must not summarize away detail; we need to preserve all substantive information. That means we cannot omit details; we need to keep them. But we can rephrase? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." So we must keep the details, but we can rephrase? Summarizing away detail would be removing details. Rephrasing while keeping all details is okay, but we must ensure not to lose any detail. Safer to copy the sentences as is, maybe split into paragraphs. We'll include the description as multiple
elements. Let's extract the description text from "Position Description" through to before "Responsibilities". Actually the posting: "Position Description EIP is seeking a highly motivated Lender Partnership Manager / Program Manager to lead EIP's delivery of an energy efficiency financing initiative on behalf of a major Pennsylvania investor-owned utility company. This hybrid role combines lender partnership development with overall program management and financing-program product ownership. The successful candidate will recruit, educate, and support national, regional, and local financing providers while also managing and continuously improving the program so financing helps move more viable energy efficiency and clean energy projects from opportunity to implementation. The Lender Partnership Manager / Program Manager will build and maintain a diverse network of banks, community development financial institutions (CDFIs), credit unions, equipment finance companies, specialty finance providers, and other lenders. The role will work with each lender to understand the customers and projects they finance, geographic coverage, deal size, product structure, underwriting parameters, and other criteria needed to determine where each financing provider is the best fit. The role will also educate lenders on energy efficiency project economics, including how reduced energy consumption and operating costs can improve customer cash flow and project affordability. As EIP's program lead, this position will own the day-to-day design, management, and refinement of the financing offering and matching desk. Responsibilities include establishing lender and referral workflows, defining matching criteria, coordinating the contractor-facing outreach function, monitoring conversion and financing outcomes, identifying market gaps, and using feedback from lenders, contractors, customers, the prime implementation contractor, and utility sponsor to improve the program. The role will serve as EIP's primary day-to-day program contact with the prime contractor and utility sponsor and will coordinate program reporting, meetings, performance management, invoicing inputs, and other internal administrative requirements. The ideal candidate combines commercial lending experience with strong project management, partnership development, and problem-solving skills. This person should be comfortable building a new market-facing program, translating between lenders and the energy efficiency market, using data to improve performance, and balancing strategic program development with hands-on execution. Participating lenders retain responsibility for their own credit, underwriting, and lending decisions." That's a long paragraph. We'll keep it as is, maybe break into logical paragraphs. Then after that, there is "Objectives of this Role" with bullet points. Then "Daily and Monthly Responsibilities" with many bullet points. We'll combine all responsibilities into a
- list. We need to ensure we don't miss any bullet points. Let's list responsibilities from Objectives: - Program and Product Management: Own and continuously refine EIP's financing program model, processes, tools, and matching function to maximize the number of viable energy efficiency and clean energy projects that advance to implementation. - Lender Recruitment and Network Development: Identify, engage, recruit, and maintain a diverse network of national, regional, and local financing providers with products that fit program customers and project types. - Lender Qualification, Education, and Support: Understand lender products and underwriting requirements, educate lenders on energy efficiency project economics and utility program delivery, and support effective participation in the financing network. - Matching Desk and Team Coordination: Manage the lender side of the financing matching desk and coordinate the contractor-facing outreach function so qualified opportunities are routed efficiently to appropriate financing providers. - Client and Program Management: Serve as EIP's day-to-day program lead with the prime implementation contractor and utility sponsor, coordinating priorities, approvals, performance, reporting, meetings, and issue resolution. - Performance and Financial Management: Establish and track program KPIs, referral and conversion outcomes, lender participation, and internal administrative and financial requirements, including invoicing inputs and performance reporting. - Market Intelligence and Continuous Improvement: Identify financing gaps, lender appetite, borrower and contractor barriers, and emerging opportunities, and use those insights to improve program design, lender coverage, customer experience, and market impact. Then Daily and Monthly Responsibilities bullet points (starting with "Manage and Refine the Financing Program:" etc). Let's extract each bullet: - Manage and Refine the Financing Program: Own day-to-day program operations and continuously improve the financing product, referral process, matching criteria, tools, workflows, and partner experience based on performance data and market feedback. - Recruit Financing Partners: Conduct targeted outreach to banks, CDFIs, credit unions, equipment finance companies, specialty finance providers, and other lenders to build a diverse financing network. - Qualify Lenders and Map Products: Meet with prospective and participating lenders to understand financing products, borrower profiles, project preferences, deal sizes, geographic coverage, underwriting requirements, approval processes, and other participation criteria. - Onboard, Train, and Support Lenders: Develop and deliver lender onboarding and training on the energy efficiency program, eligible project types, project economics, referral processes, and expectations for participation in the network. - Manage Lender Relationships: Maintain regular communication with financing partners, address questions, support ongoing participation, identify changes in lender appetite or products, and help resolve program or coordination issues. - Manage the Matching Desk: Oversee the process for evaluating financing referrals against lender profiles, identifying appropriate financing pathways, coordinating introductions, and tracking opportunities through referral and financing outcomes. - Coordinate the Contractor-Facing Function: Direct and coordinate work with the Contractor Finance Outreach Representative and implementation partners so contractors understand the financing offering, generate qualified referrals, and receive timely information on available financing pathways. - Manage Client and Partner Coordination: Serve as EIP's primary day-to-day program contact with the prime implementation contractor and utility sponsor; lead routine meetings, coordinate approvals and support needs, communicate performance, and resolve delivery issues. - Track Financing Opportunities and Outcomes: Monitor referrals, lender responses, financing progress, project implementation barriers, and conversion outcomes to identify where intervention or program changes can improve results. - Develop Program and Lender Resources: Create and maintain lender profiles, training content, referral guides, matching tools, process documentation, presentations, and other resources needed for consistent program delivery. - Gather Market Feedback and Close Gaps: Collect input from lenders, contractors, customers, and program partners regarding financing barriers, unmet product needs, borrower readiness, and process challenges, and translate those insights into program improvements or new partnership priorities. - Manage Performance, Reporting, and Administration: Establish and monitor program KPIs; maintain accurate CRM and program records; prepare client and internal performance reports; support forecasts, invoicing inputs, budget tracking, and other EIP administrative requirements. - Drive Continuous Improvement and Program Impact: Regularly assess lender coverage, referral quality, conversion rates, cycle times, customer and contractor experience, and financing outcomes, and implement changes designed to increase financing utilization and move more projects to completion. Now Required Qualifications: Education: Bachelor's degree in finance, business, economics, accounting, public policy, or a related field; or equivalent relevant experience. Experience: At least 5 years of experience in commercial lending, business banking, CDFI lending, equipment finance, clean energy