Associate PACE Specialist

RENEW FINANCIAL GROUP LLC•Miami, FL

1d•$24 - $26

About The Position

The Associate PACE Specialist supports Renew Financial’s Direct-to-Consumer (D2C) team by helping homeowners navigate the PACE financing process and ensuring applications continue moving efficiently through the pipeline. This is an entry-level, development-focused position designed for individuals interested in building their knowledge of PACE financing, customer engagement, and consultative sales. The Associate PACE Specialist works closely with PACE Specialists to provide ongoing homeowner follow-up, collect outstanding documentation, re-engage prospective customers, and resolve routine application needs. As experience and proficiency grow, Associates will have the opportunity to take on greater ownership of the customer journey and develop toward a PACE Specialist role.

Requirements

High school diploma or equivalent required; additional education or relevant professional experience preferred.
Two years of previous experience in customer service, inside sales, financial services, call center operations, or a related customer-facing role preferred.
Bilingual (English-Spanish)
Strong verbal and written communication skills.
Comfortable communicating with customers by phone, email, and text.
Strong organizational skills with the ability to manage multiple follow-up activities and priorities.
Customer-focused 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 internal processes.
Strong attention to detail and commitment to maintaining accurate customer records.

Nice To Haves

Experience with Salesforce or another CRM platform is preferred but not required.

Responsibilities

Support PACE Specialists with the ongoing management and follow-up of homeowner applications and pipeline.
Contact homeowners to provide application status updates, identify outstanding requirements, and help keep applications moving forward.
Assist homeowners with collecting and submitting required documentation.
Follow up consistently with homeowners who have expressed interest in PACE financing but have not completed the application process.
Re-engage aged and previously unresponsive leads to identify opportunities to restart the financing process.
Identify homeowner questions or situations requiring additional expertise and escalate them to the appropriate PACE Specialist or internal team.
Maintain accurate and timely records of customer interactions, follow-up activities, and application status within Salesforce and other applicable systems.
Coordinate with internal teams and participating contractors as needed to resolve application- or project-related issues.
Maintain consistent follow-up across assigned opportunities and ensure homeowners receive a responsive, professional customer experience.
Develop working knowledge of PACE eligibility, underwriting requirements, program guidelines, processes, and consumer protections.
Meet established productivity, customer engagement, pipeline management, and performance expectations.
Participate in ongoing training, coaching, call shadowing, and development activities in preparation for advancement to a PACE Specialist position.
Perform other related duties as assigned.