Ygrene Energy Fund

Bilingual (Spanish) Customer Service Representative

Job Locations US-CA-Petaluma
Job ID
Customer Service


Ygrene Energy Fund is a leading provider of clean energy financing for residential and commercial properties throughout the United States.  Ygrene's award winning, privately funded YgreneWorksTM program provides immediately accessible financing for a variety of projects including energy efficiency, renewable energy, water conservation, and, in certain areas, hurricane protection, electric vehicle charging stations and seismic upgrades.  Ygrene is committed to making it easy for anyone to invest in their future and a healthier environment.


We are currently seeking a qualified candidate for the position of Customer Service representative to join our team in our Santa Rosa offices!


The Customer Service Representative works closely and pro-actively with the contractors and homeowners to obtain details of each transaction and enter information accurately



  • Ensure information provided by applicant is accurate and proper documentation for project submitted for tax financing within guidelines.
  • Provide required system tasks and upload all necessary information including credit, title, tax history and all requirements within pre underwriting due diligence to insure the project is able to be reviewed by underwriting. 
  • Communicate with Contractor and/or Property Owner (PO) on obtaining all necessary documentation as required or directed by supervisor. 
  • Ensure pipeline tasks and pipeline requirements are maintained and assist in proactively driving pipeline for designated projects to completion. 
  • Work with supervisor and/or proper personnel to support notices of Approval/Denial, Financing Documents, NTPs and other required notifications to Contractor and/or PO. 
  • Review projects with Underwriting and insure all documentation and requirements for program are current and uploaded to meet program guidelines as project moves into post NTP status and insure all final tasks are accomplished. 
  • Support any updates or documentation for the Funding Department. 
  • Assist in development and maintenance of department policy and procedure documents and forms.
  • Act as a resource for district staff or contractors to handle any questions, troubleshoot projects or assist in prospective business. 
  • Be active in contacting prospective Clients, Contractors and any other determined potential business source as directed. 


  • 2+ years experience within banking, mortgage banking or consumer finance industry with some commercial or SBA experience preferred.
  • Fluency in English and Spanish is required for this role
  • Call Center experience along with processing, underwriting, funding, lending or marketing is required. 
  • Proficient in Microsoft Word, Excel and PDF Conversions and generally good computing skills
  • Ability to independently manage daily tasks and short-term projects.
  • Highly organized and attention to detail is a must with strong analytical skills. 
  • Must have excellent communication skills and the ability to sell the company benefits on each conversation. 
  • Flexible hours as the company is open 7 days a week


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