Energy Efficiency Program Associate, Homeowner Applications (part-time)

Energy Efficiency Program Associate, Homeowner Applications (part-time) Houston, TX Job Details Part-time | Full-time 7 hours ago Benefits Internet reimbursement Paid parental leave Caregiver leave Paid holidays 401(k) 3% Match Dental insurance Parental leave 401(k) matching Qualifications Performance dashboard reports Project reporting Dashboard development Record keeping Spanish Microsoft Excel Microsoft Outlook Non-profit experience Phone communication Handling customer inquiries Process improvement Data reporting Gap analysis English Mid-level Administrative experience High school diploma or GED Salesforce Cloud Loan application intake Coordination (loan closing) Data entry Organizational skills Project management software CRM system proficiency Loan application review 1 year Escalation handling monday.com Communication skills Full Job 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, and a genuine commitment to serving homeowners in underserved communities. You'll thrive here if you're detail-oriented, adaptable, and motivated by work that creates real impact for the people we serve. About us As Texas's pioneering nonprofit green bank, Clean Energy Fund of Texas (CEFTX) is transforming how clean energy solutions reach communities across our state. We bridge financial gaps and create opportunities for smart investments in energy efficiency, solar, and wind power, making sustainable energy both accessible and affordable for Texans. Our mission extends beyond environmental impact. We're driving economic opportunity and energy resilience where it matters most, in low-to-moderate income and underserved communities that often face barriers to adopting clean energy solutions. Through innovative financing solutions and strategic partnerships, we're empowering families, businesses, and communities to participate in Texas's clean energy transition. General Responsibilities Application Processing & Pipeline Coordination 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 Customer Support & Administrative Coordination 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 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) Preferred Qualifications Experience working with CRM systems (Salesforce or similar) or project management tools Familiarity with document collection, data entry, or compliance-related processes Experience working in nonprofit, community-based, or housing/financial assistance programs Interest in clean energy, sustainability, or community development What we offer This role is expected to work Monday-Friday during normal business hours for approximately 20-25 hours per week. Our part-time employees are offered the following 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; and prorated vacation, sick, and paid parental and caregiver leave based on scheduled hours relative to a full-time (40-hour) schedule. This role is a remote opportunity with a strong preference for candidates based in the Houston or Austin metro areas or within Texas. Occasional travel may be required for meetings, conferences, and other external engagements. Our Commitment to Diversity and Inclusion We are an Equal Opportunity Employer that is committed to an inclusive, collaborative, and respectful workplace. We recognize that each team member brings unique abilities that contribute to our overall success. We don't discriminate based on race, color, religion, sex, gender identity, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. All employment decisions are based on qualifications, merit, and business needs. We're committed to providing the best experience for all candidates, and we can offer accommodation or adjustments at any stage of the recruitment process. Please email to request accommodation during the hiring process.