Senior Training Officer, Puerto Rico Green Lending

Inclusiv is the largest network of community development financial institutions (CDFIs) with a mission to promote financial inclusion in low-income communities across the country.Through our network of more than 500 community-based lenders, Inclusiv reaches more than 20 million consumers with limited incomes or residing in historically redlined communities.

Inclusiv is responsible for the management of the Environmental Protection Agency (EPA) Clean Communities Investment Accelerator (CCIA) program, supporting credit union lenders to spark and scale emission-reducing clean energy projects.

The Inclusiv Center for Resiliency and Clean Energy was created in 2019, in partnership with the University of New Hampshire’s Center for Impact Finance at the Carsey School of Public Policy. The UNH-Inclusiv Solar and Green Lending Training and Technical Assistance Program was launched with generous grant support from the U.S. Department of Energy, and trains Community Development Financial Institutions (CDFIs), Minority Depository Institutions, Low-Income Designated Credit Unions, green banks, and other mission-driven, community-based lenders.

In just four years, the training program has trained and guided over 700 lending professionals to develop accessible and affordable financing solutions for clean energy, energy efficiency, electrification, resiliency, and other green improvements. The training program has grown rapidly, and Inclusiv is expanding its training team. More information on the existing English-language training courses can be found here: https://carsey.unh.edu/center-for-impact-finance/education-and-trainings/solar-green-lending-professional-training-virtual-series.

Inclusiv seeks a passionate, dynamic, experienced professional who is bilingual in Spanish and English, and based in Puerto Rico, with background in clean and green energy solutions, green lending, and adult learning to support the Solar and Green Lending Training program at Inclusiv’s Center for Resiliency and Clean Energy.

The Senior Training Officer will take on a pioneering role as Inclusiv’s first full-time Puerto Rico-based staff member dedicated to consumer green lending. This individual will lead the design, development, and delivery of Inclusiv’s Solar and Green Lending training program for Puerto Rico, starting with a consumer green lending training course in Spanish, prioritizing cooperativas aligned with CCIA grant goals.

The Senior Training Officer will be a key member of the Center for Resiliency and Clean Energy team representing Puerto Rico. The Senior Training Officer will report to the VP, Center for Resiliency and Clean Energy, located in New York City, with secondary reporting to the VP of Puerto Rico and USVI Network located in San Juan. The individual will support all aspects of Puerto Rico training, program design, and implementation, working in close coordination with team members and educational partners.

The ideal candidate will have developed, delivered, and supported virtual training programs that serve adult learners, preferably financial institution lending staff. All candidates should have a demonstrated interest and passion in training other lending professionals to create loan products that finance clean and green energy solutions, particularly those that serve low- and moderate-income residents and communities.

Responsibilities:

• Support the adaptation and launch of our UNH-Inclusiv Green Home Consumer Lending course in Spanish
• Create effective strategies to promote the program
• Build and manage relationships with local cooperativas and federally insured credit unions that are interested in completing the training course.
• Develop and manage the Puerto Rico-focused consumer green lending training course in Spanish, leading the structure, content, and implementation, while working closely with other members of the Center for Resiliency and Clean Energy team.
• Build a team of outside consultants to serve as instructors and subject matter experts, coordinating course logistics and ensuring Spanish-language content meets the needs of Puerto Rico’s cooperativa sector.
• Ensure course materials are successfully transferred to virtual Learning Management System in Spanish, overseeing design, translation, and testing for user experience.
• Work with the Puerto Rico Inclusiv team, and cooperativas, to understand how lender needs specific to Puerto Rico should be incorporated into training strategy.
• Provide project management support for at minimum two cohorts per year beginning in mid-2025, including planning, instructor preparation, and course execution. This includes both in-person and online training formats.
• Assist with administrative tasks related to contracted instructors, including conducting interviews, managing paperwork, ensuring timely submission of invoices, and maintaining regular communications.
• Develop the course application and admissions process in Spanish, for staff members from cooperativas.
• Review student applications and, if needed, conduct applicant interviews, to identify qualified lending professionals from Puerto Rico’s financial institutions.
• Manage the student enrollment process, ensuring a smooth and efficient experience.
• Track and report detailed enrollment data, preparing qualitative and quantitative reports for grants and investors.
• Collaborate with Inclusiv’s green lending alumni team, to establish a robust network for graduates of the training program, providing ongoing tools, resources and networking opportunities in Spanish.
• Build and manage strong relationships with local cooperativas and partner organizations, providing in-depth guidance and support to achieve program goals.
• Support and build the capacity of community financial institutions in Puerto Rico to serve their communities and grow their green lending programs through ongoing technical assistance, training workshops, guidance, and advice.
• Proactively identify opportunities to enhance and expand Inclusiv's resiliency and clean energy financing initiatives in Puerto Rico.
• Stay informed to serve as in-house expert about local industry trends, regulations, and policies to guide Inclusiv’s overall Clean Energy and Resiliency work in Puerto Rico.
• Additional duties as needed.

Qualifications:

• Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence
• Bachelor’s Degree required; Master’s Degree preferred.
• Experience providing educational training on community development finance and/or adult learning is a plus.
• 5+ years of relevant work experience in clean energy, adult learning, project management, or community development finance.
• Fully bilingual proficiency in Spanish and English is required, for written, verbal and presentation communication.
• Strong preference for candidates with expertise in Puerto Rico’s cooperativa sector and/or general knowledge of Puerto Rico’s regulatory environment, especially related to solar and clean energy
• Exceptional project management and organizational skills; experience effectively managing multiple projects across different internal and external stakeholders.
• Able to organize and prioritize tasks to meet deadlines based on the overall training schedule.
• Demonstrated ability to build and maintain relationships with a diverse array of people and organizations.
• Detail-oriented with the ability to rapidly review and edit written documents, including curriculum plans and instructional materials.
• Ability to work well in teams as well as independently, and to lead cross-unit teams to achieve program goals.
• Flexibility and adaptability to thrive in a rapidly evolving program environment.
• Dedication to producing high-quality work and a constant drive to find new and better ways to achieve goals.

Location: This role is located in our San Juan, Puerto Rico office and is a hybrid role with two days per week in the office and three days per week working remotely. Regular travel within Puerto Rico will be required to meet with financial institutions and deliver training. There may also be travel for conferences and all-staff gatherings.

Inclusiv is an equal opportunity employer that works with member credit unions that serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all of our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws.