Program Assistant - Scheduler

Position Type: Full-time/40-hours per week

Reports to: Program Manager

FLSA Status: Non-Exempt

Salary Range: $50,000 base with $30,000 incentive opportunity

Location: Remote, centralized to LA/San Bernardino/Riverside Counties preferred

About the Company:

Our mission at The Ortiz Group (TOG) is clear: to empower disadvantaged individuals and communities by facilitating access and building relationships with trusted resources to increase awareness and opportunities in clean energy. We envision a future where equity and sustainability are at the core of the clean energy sector, and disadvantaged communities have equal access to opportunities and resources. As a trusted partner, we strive to be the go-to management consulting firm for businesses and organizations seeking to create meaningful impact, foster diversity, and advance the clean energy transition.

About The Program:

The Energy Savings Assistance (ESA) Whole Home Pilot is a program administered by the California Public Utilities Commission and implemented by MAROMA Energy Services. The program provides no-cost energy efficiency upgrades and repairs to income-qualified homes, with the goal of achieving deeper energy savings through customized measure packages.

Working for The Ortiz Group, the Program Assistant-Scheduler will coordinate the schedule of comprehensive whole-home energy assessments for income-qualified single-family homes participating in the ESA Whole Home Pilot program. The Scheduler is responsible for the daily organization of Energy Auditors to include workflow monitoring, setting appointments, attending web-based meetings, and training with accuracy, timeliness, and excellent communication. This role introduces the program and energy education for customers, making this service-oriented position crucial for program success. The ideal candidate possesses excellent communication skills, the ability to work within a team, and has proven experience in coordinating schedules.

Key Responsibilities:

· Completes daily schedules and documents actions, irregularities, and continuing needs to supervisor/manager

· Consistent and regular reporting of program results and activity

· Participates in all training and meetings

· Demonstrates expert-level knowledge of the program’s offering, eligibility, requirements, and procedures

· Educates customers over the phone on audit findings, energy savings opportunities, and next steps

· Maintain timely, thorough documentation and photographs in project files

Competencies:

· Action-oriented to problem-solve and explain technical concepts to customers

· Attentive to details involving the coordination of multiple schedules and a high volume of appointments

· Commitment to being patient, thorough, and providing excellent customer service

· Comprehension of technical program guidelines and customer eligibility

Minimum Qualifications:

· Education

o HS Diploma or equivalent (required)

o 2 years of post-secondary education (preferred)

· Work Experience

o 2-4 years of experience in customer service coordinating work calendars or performing operations scheduling or planning (required)

o Experience in energy programs or regulated industries (preferred)

· Additional Skills (Language, Computer, etc.)

o Bilingual (Spanish) candidates (required)

o Ability to read, analyze, and interpret technical procedures

o Prepare project schedules and communicate exceptions, delays, or interruptions to energy auditors and customers; identify conflicts and proactively make adjustments

o Intermediate math ability – discounts, circumference, area, energy savings computations

o Performs technical support functions including establishing workload, and organizing and conducting assignments according to deadlines

o Basic knowledge of Microsoft Office suite (MS Word, MS Excel, Outlook)

o Ability to prepare reports and summaries

· Work Environment (characteristics are representative of the essential functions of the role)

o Valid driver’s license, clean driving record (required)

o Remote role, the incumbent may observe field work occasionally

o May report to an office occasionally for meetings

o Employee will be required to sit for extended periods of time, use hands to type and reach;

Compensation

The Ortiz Group proudly offers paid holidays, vacation, and sick leave. A highly competitive medical, dental, vision, and ancillary benefit package (includes long/short term disability and term life insurance) is also offered to our employees. Employees also have the opportunity to participate in a 401(k)-contribution plan, with matching potential after one year of service.

This position has a base salary of $50k annually, plus an opportunity to achieve up to $30,000 in incentives.

Posted Friday, February 16, 2024 | Open until filled

Please submit a resume and cover letter to: hr@ortiz-group.com

Job Type: Full-time

Pay: $50,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Schedule:

• Day shift
• Monday to Friday

People with a criminal record are encouraged to apply

License/Certification:

• CDL (Required)

Ability to Relocate:

• Upland, CA: Relocate before starting work (Required)

Work Location: On the road