Summary
Overview
Work History
Skills
Timeline
Generic

Haily Schmidt

Eagle Point,OR

Summary

Detail-oriented research specialist with a background in policy analysis, regulatory compliance, and market intelligence in the renewable energy sector. Skilled in synthesizing complex information, navigating jurisdictional permitting and utility requirements, and supporting cross-functional teams with actionable insights. Proven ability to manage competing priorities, meet deadlines, and adapt quickly to evolving regulatory landscapes. Brings prior experience in insurance and mortgage industries, contributing strong organizational and problem-solving capabilities.

Overview

9
9
years of professional experience

Work History

Research/Bids Specialist

Purelight Power
11.2023 - Current
  • Conduct in-depth research on state, utility, and municipal solar policies, permitting requirements, and interconnection standards across 18 states.
  • Monitor and interpret regulatory updates to ensure company compliance with evolving solar energy policies, including net metering, system sizing limits, and incentive programs.
  • Develop internal documentation and guidance to support sales, design, and operations teams navigating local and utility-specific requirements.
  • Maintain up-to-date databases of jurisdictional and utility requirements, helping streamline project approvals and reduce permitting & interconnection delays.
  • Serve as a knowledge resource for cross-departmental teams by distilling technical policy information into actionable insights.
  • Communicate with government agencies, utility companies, and AHJs to clarify unclear regulations or permitting workflows.
  • Assist in the preparation of applications and internal training materials regarding new market entry or regulatory changes.

Project Planner

Purelight Power
05.2023 - 11.2023
  • Performed Scope of Work review audits in Salesforce and Podio to vet solar project files before branch handoff, catching discrepancies in design, contracts, and financing.
  • Validated loan products and contract details by cross-referencing DocuSign envelopes, lender portal data, and Salesforce contract records to ensure name, address, system size, and cost alignment.
  • Compared preliminary vs. final design packages (module counts, panel/inverter specs, production yields) using Proposal and Account pages; documented design notes and package types in SOW work orders.
  • Reviewed structural, electrical, and construction reviews to confirm all sold add-ons had corresponding work orders and created new work orders as needed.
  • Provided clear audit findings for Support or Account Solutions teams.

Customer Care Coordinator

Country Financial Insurance - Trey Berkey Agency
07.2022 - 05.2023
  • Responsible for maintaining calendars and schedules for a staff of four insurance agents.
  • Assist Clients with billing and general servicing needs.
  • Handle customer inquiries and resolve problems in a timely manner.
  • Handle new business quotes for auto and home insurance for Agency.
  • Answer incoming phone calls and return missed calls, respond to voicemails and emails and distribute incoming mail.

Loan Officer Assistant/Receptionist

Willamette Valley Bank
08.2019 - 05.2022
  • Proactively analyzed and evaluated the client's financial analysis/ budget which included tax returns, social security numbers, bank statements and other sensitive information. reviewed and updated loan files to ensure data accuracy.
  • Maintained effective communication with all necessary parties involved in a new loan application, from the customer, loan officer, processor, and escrow to ensure a positive application experience.
  • Leverage extensive communication skills in gathering client conditions, assembling files, reviewing appraisals, securing documents, and reviewing fees on closing statements.
  • Consistently ensured loan compliance with mortgage lending laws and regulations.
  • Managed office space and equipment, including providing for meeting space, central filing, and equipment and computer technology.
  • Coordinated and handled incoming calls. Responsible for appointment scheduling & updates for a team of 8 Loan Officers.

Point of Sales

Kohl's Department Store
08.2016 - 08.2019
  • Operated cash register and counted the money in cash drawers to ensure accuracy
  • Communicated with customers daily, provided friendly and courteous service, and answered questions

Skills

  • Regulatory compliance analysis
  • Policy interpretation and evaluation
  • Data organization and maintenance
  • Proficient in Microsoft Excel and Word
  • Interdepartmental teamwork
  • Clear and concise communication
  • effective time management
  • strong focus on accuracy
  • Documentation management

Timeline

Research/Bids Specialist

Purelight Power
11.2023 - Current

Project Planner

Purelight Power
05.2023 - 11.2023

Customer Care Coordinator

Country Financial Insurance - Trey Berkey Agency
07.2022 - 05.2023

Loan Officer Assistant/Receptionist

Willamette Valley Bank
08.2019 - 05.2022

Point of Sales

Kohl's Department Store
08.2016 - 08.2019

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Haily Schmidt