• Manage internal specific projects, as well as external customer-facing implementation projects. • Define project scope, goals, success metrics, and deliverables in partnership with Product, Engineering, and leadership. • Identify and proactively mitigate risks, dependencies, and bottlenecks that could impact timelines or delivery quality. • Develop and manage a detailed cross functional project plan, including planning, execution, dependency management, and tracking milestones/deliverables. • Serve as the central communication hub, ensuring alignment and consistent updates across all stakeholders, including customers, product managers, engineering leads, and customer-facing teams. • Proactively identify and manage risks, dependencies, and bottlenecks that could impact the project milestone/deliverable timelines, especially with respect to large-scale customer implementations and internal projects. • Facilitate stakeholder, and/or cross-functional meetings, document decisions and action items, and drive accountability through completion. • Manage and maintain technical documentation related to product integration, new workflows, and customer implementations. • Coordinate internal training and communication plans in partnership with Enablement and Customer Success ahead of feature launches or customer deployments. • Continuously improve project management and product refinement processes by leveraging tools, automation, and best practices. • Act as the customer's advocate and the main point of contact between our teams and the customer throughout the implementation project. • Travel to customer locations as needed during the projects. • Handle customer change requests by coordinating with relevant internal resources. • Identify and recommend EverTrue products and solutions aligned with customer needs, and relay opportunities to the account executive. • Support the sales team on pre-sale calls to discuss implementation, automation, and authentication requirements. • Undertake special projects as assigned by leadership, based on skillset and availability.

• Support day-to-day project management activities across one or more projects or workstreams • Assist in developing and maintaining project plans, schedules, and task tracking artifacts • Track project milestones, action items, risks, and issues • Prepare and maintain project documentation, including status reports and meeting notes • Coordinate project meetings, stand-ups, and reviews • Support communication with team members, stakeholders, and partners • Assist with change management, dependency tracking, and requirements coordination • Ensure adherence to project management processes and reporting standards • Support continuous improvement of PM tools, templates, and processes

• Manage projects from initiation through completion across multiple workstreams • Track milestones, timelines, dependencies, and deliverables • Follow up on action items and ensure closure • Execute pre-project and launch checklists to ensure readiness • Monitor project status daily and flag risks or blockers early • Ensure smooth handoffs between phases and stakeholders • Maintain clear ownership and accountability for tasks • Drive projects to completion with minimal supervision • Maintain high-quality CRM hygiene in HubSpot or similar platforms • Update records, pipelines, trackers, and project statuses accurately • Manage reporting documents, trackers, and dashboards • Ensure data accuracy across spreadsheets and systems • Clean, deduplicate, and organize records consistently • Support leadership with reliable data and reporting • Serve as point of contact for project-related coordination • Schedule meetings, manage logistics, and handle follow-ups • Maintain professional communication with internal and external stakeholders • Prepare agendas, summaries, and project documentation • Coordinate vendors and external partners as needed • Ensure stakeholders are aligned and informed throughout the project lifecycle • Create and maintain SOPs, checklists, and project templates • Build reusable decks, trackers, and documentation • QA deliverables before submission or stakeholder review • Identify recurring bottlenecks and standardize solutions • Maintain organized template libraries and version control • Document best practices and lessons learned • Conduct market, client, or competitive research as needed • Prepare reports, briefs, and presentations • Support light financial or expense tracking related to projects • Assist with proposal development and background research • Provide administrative support that ensures project success

The Energy, Infrastructure, & Project Finance underwriter is responsible for leading all aspects of the underwriting process for complex energy, infrastructure, and project finance loans and investments, including Shared National Credits (SNC). This role independently assesses credit risk to ensure transactions align with the organization’s credit standards, internal policies, and applicable regulatory requirements. The successful candidate will demonstrate strong judgment, attention to detail, and the ability to manage multiple priorities while meeting deadlines in a fast‑paced environment. This position involves in‑depth analysis of financial models, contracts, due diligence materials, and engineering reports to develop well‑supported credit recommendations for energy and infrastructure projects nationwide. Are you ready to learn more? Apply and ask about this opening! Essential Job Functions - Lead the end‑to‑end underwriting process for energy, infrastructure, and project finance transactions, including loans, tax equity investments, and syndicated facilities. - Build and maintain strong working relationships with clients, internal origination teams, and third‑party providers to obtain all information necessary for a complete and accurate credit assessment. - Develop, analyze, and review complex financial models and projections to evaluate project cash flows, sensitivities, and key risks. - Underwrite and support the ongoing servicing of Shared National Credit (SNC) loans, working alongside agent banks and participating lenders. - Perform independent credit analysis, annual reviews, amendments, waivers, and servicing actions for SNC transactions in accordance with intercreditor agreements and regulatory expectations. - Coordinate with internal stakeholders and external lender groups to support credit approvals, servicing actions, and portfolio monitoring for SNC exposures. - Review agent bank credit packages, financial models, and reporting to assess ongoing performance and emerging risks within SNC portfolios. - Perform comprehensive credit analysis by reviewing financial statements, project contracts, legal documentation, and third‑party reports to assess project viability through underwriting and closing. - Prepare clear, well‑reasoned credit memoranda for loan committee review, outlining transaction structure, key risks, mitigants, and recommendations. - Conduct market, industry, and company research to support underwriting assumptions and credit conclusions. - Review and interpret complex legal and structured finance documents related to energy, infrastructure, and project finance transactions. - Independently underwrite syndicated loans for both new originations and ongoing servicing actions. - Lead credit analysis for early‑stage development opportunities and complex deal structures. - Take primary responsibility for portfolio underwriting assignments involving multiple common facilities. - Support ongoing portfolio management activities and serve as a subject matter resource for the team. - Review the work of other underwriters for accuracy, completeness, and adherence to credit standards. - Lead and participate in cross‑functional initiatives focused on process improvement, training, and knowledge sharing. - Develop working knowledge of USDA programs and regulations under the OneRD Initiative, with particular emphasis on REAP and B&I eligibility, as applicable to energy and infrastructure projects. - Communicate effectively and professionally across multiple channels with internal teams, clients, and third‑party vendors. - Maintain a positive, professional demeanor when managing deadlines, changes, and transaction challenges. - Perform other duties as assigned.