[Hiring] Energy Efficiency Program Associate @Clean Energy Fund of Texas

Role Description

Join our team as a part-time Energy Efficiency Program Associate and help make clean energy accessible to Texas homeowners!

Reporting to our Director of Lending and Investment, you'll support our residential energy efficiency loan program with a focus on homeowner application processing. You'll manage the day-to-day intake and pipeline coordination for Clean Energy Fund of Texas’ residential loan programs, ensuring a smooth and responsive experience for homeowner applicants from initial intake through documentation completion while maintaining accuracy and compliance throughout.

Success in this role requires:

• Strong organizational skills
• Clear and professional communication in both English and Spanish
• A genuine commitment to serving homeowners in underserved communities
• Detail-oriented and adaptable mindset
• Motivation by work that creates real impact for the people we serve

Qualifications

• High school diploma or equivalent, with at least 1 year of experience in administrative support, customer service, program coordination, or similar roles
• Fluency in Spanish (written and verbal)
• Strong organizational skills and attention to detail
• Ability to manage multiple tasks and competing priorities effectively
• Strong written and verbal communication skills
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Ability to work independently in a remote environment with reliability and accountability
• Comfortable learning and using new technology platforms (e.g., Salesforce, Monday.com, Adobe)

Requirements

• Monitor and review incoming applications in Salesforce for completeness and basic eligibility indicators
• Conduct initial outreach to applicants via phone, text, and email to explain program requirements, timelines, and documentation needs clearly in English and Spanish
• Track outstanding documentation and follow up with applicants and contractors to ensure timely and complete application files
• Follow up and coordinate with contractors and applicants to advance applications to closing, ensuring documentation accuracy and compliance
• Maintain accurate, real-time pipeline status across Salesforce and Monday.com to ensure visibility into application progress
• Identify and escalate concerns to Energy Efficiency & Partnerships Officers in a timely manner
• Serve as a primary point of contact for applicants and contractors, providing responsive and professional support throughout the process
• Maintain clear and detailed records of all application-related communications and documentation updates
• Support overall program operations by ensuring data accuracy and organized recordkeeping
• Assist with basic reporting and internal tracking of application status and outcomes
• Identify and communicate process gaps or inefficiencies to support continuous improvement
• Support the preparation of status updates, dashboards, and materials for internal meetings
• Provide occasional support for team events or contractor-related activities

Benefits

• 100% employer-covered dental insurance for employees (up to 90% employer contribution toward coverage for spouse and family)
• Work-from-home reimbursements (internet, phone, and office setup)
• Up to 3% employer match to 401K
• 14 paid holidays
• Prorated vacation, sick, and paid parental and caregiver leave based on scheduled hours relative to a full-time (40-hour) schedule