Mobile Mortgage Advisor Assistant supporting client mortgage applications in a flexible role at CIBC. Engaging clients and assisting the Mortgage Advisor in business support and development activities.
AE
Hybrid Full-Time Bilingual Customer Action Representative, Spanish/English
Posted 3 months ago
About the role
- Bilingual Customer Action Representative supporting Spanish- and English-speaking residents access energy efficiency programs. Assisting with energy assessments and connecting them to resources.
Responsibilities
- Support residents through every step of their home energy journey, in English and Spanish
- Perform intake by phone and occasionally in-person through walk-ins at the Lawrence-based office
- Conduct eligibility screenings for clients to help them better understand what programs are available to them
- Assist in finding and scheduling contractors to complete required work, including an initial no-cost home energy assessment
- Make occasional in-home visits to collect data necessary to assess opportunities for home electrification
- Follow up with residents who have received energy assessments to help them understand recommendations
- Collaborate with the supervisor to evaluate performance and customer satisfaction
- Assist clients with qualification and application support for rebates, incentives, and financing for their projects
- Maintain organized contact records and other data about partnerships and community members
Requirements
- Bilingual professional fluency in English and Spanish, both written and spoken
- Passion for addressing global climate change, equitable clean energy access, or economic and environmental justice
- Ability and desire to speak with strangers on the phone or in person in English and Spanish
- Demonstrate ability to creatively problem solve and overcome obstacles
- Ability to work independently and as a part of a small, nimble team
- Detail-oriented and able to keep tasks, records, and systems organized
Benefits
- Flexible schedule
- Paid sick time
- Vacation time
- Retirement
- Technology benefits
- Health, dental, and vision insurance
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