Bilingual PACE Loan Specialist

Location:

100% Remote

Eligible States:
California, Oregon, Arizona, Colorado, Delaware, Florida, Idaho, Mississippi, New Jersey, New York, North Carolina, Pennsylvania, Texas, and Utah

Schedule:

Monday through Friday, with shifts scheduled within either 8:00 AM to 9:00 PM PST or 8:00 AM to 9:00 PM EST

Language Requirement:
Bilingual in English and Spanish

We are seeking a bilingual Associate PACE Specialist to support homeowners throughout the financing application process. This is an entry-level, development-focused opportunity for someone interested in growing their knowledge of financing, customer engagement, pipeline management, and consultative sales.

In this position, you will communicate directly with homeowners, provide application updates, collect outstanding documentation, re-engage prospective customers, and help keep applications moving forward. You will work closely with experienced PACE Specialists while receiving ongoing training, coaching, and development.

This role is designed as a pathway into a PACE Specialist position with a base salary plus commission structure. As you build your knowledge, demonstrate proficiency, and become comfortable managing the customer journey, you will have the opportunity to take on greater ownership and develop into a more sales-focused role with increased earning potential. This is an excellent opportunity for someone who wants to begin in a customer support and pipeline management position while building toward a long-term career in consultative sales and financing.

• Support PACE Specialists with the management and follow-up of homeowner applications
• Contact homeowners by phone, email, and text to provide application status updates
• Identify outstanding requirements and help customers keep their applications moving forward
• Assist homeowners with collecting and submitting required documentation
• Follow up with prospective customers who have not completed the application process
• Re-engage aged or previously unresponsive leads to determine whether they would like to restart the financing process
• Answer routine customer questions and elevate more complex situations to the appropriate team member
• Maintain accurate and timely customer records, follow-up activities, and application updates
• Coordinate with internal teams and participating contractors to resolve application or project-related issues
• Build working knowledge of PACE eligibility, underwriting requirements, program guidelines, processes, and consumer protections
• Maintain consistent follow-up and provide a responsive, professional customer experience
• Participate in training, coaching, call shadowing, and professional development activities
• Meet established customer engagement, productivity, pipeline management, and performance expectations

• Bilingual in English and Spanish
• High school diploma or equivalent
• Strong verbal and written communication skills in both English and Spanish
• Comfortable communicating with customers by phone, email, and text
• Strong organizational skills with the ability to manage multiple customers and follow-up activities
• Customer-focused approach with the ability to explain processes clearly and professionally
• Self-motivated and comfortable working in a performance-driven environment
• Ability to learn financing programs, eligibility requirements, systems, and processes
• Strong attention to detail and commitment to accurate recordkeeping
• Ability to work remotely from one of the approved states
• Two or more years of experience in customer service, inside sales, financial services, call center operations, or another customer-facing role
• Experience using Salesforce or another customer relationship management system preferred
• Experience managing customer follow-up, leads, or a sales pipeline preferred
• Interest in developing into a consultative sales position preferred

The ideal candidate is organized, coachable, accountable, and comfortable following up consistently with customers. You should enjoy helping people understand unfamiliar processes and be motivated by the opportunity to grow into a role where your performance can contribute to increased earning potential.

• Fully remote position
• Monday through Friday schedule
• Shifts scheduled within either the Pacific or Eastern operating window
• Frequent customer communication by phone, email, and text
• Performance-driven environment with…