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

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 youll support our residential energy efficiency loan program with a focus on homeowner application processing. Youll 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. Youll thrive here if youre detail-oriented adaptable and motivated by work that creates real impact for the people we serve.

About us

As Texass 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. Were 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 were empowering families businesses and communities to participate in Texass 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 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 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 MondayFriday 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 dont 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.

Were 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.