Responsible for setting a minimum of 3 solar appointments per day and selling a minimum of 10 new solar systems per month
Build custom solar systems for individual homes
Maintain healthy client relationships
Maintained an 85% installation rate
Enhanced customer satisfaction by providing timely follow-ups and addressing concerns throughout the installation process.
Educated clients on the benefits of solar energy, resulting in higher conversion rates from initial inquiries to closed deals.
Strengthened client relationships through exceptional communication skills and a commitment to understanding individual needs.
Assisted clients in navigating local permitting processes and securing financing options for their projects.
Became a top ten sales representative within my first year
Financial Accountant
Citibank
09.2015 - 06.2022
Managed 150 Caterpillar locations bookkeeping all across the U.S
Review weekly payment/debit activities and research any discrepancies found
Send end of the week spreadsheets for all payments, debits and transfers
Collect and update clients payments
Conduct monthly/annual audits ensuring a smooth process with no major discrepancies found.
Answer any client inquiries and provide resolutions for any discrepancies
Organize and update excel spreadsheets daily to maintain accurate books for all clients
Manage clients cashflow
Critical Care Unit
Citibank
05.2014 - 09.2015
Provide resolutions for escalated client or situation in a timely manner
Provide assistance for over 300 representatives for any issues they can not resolve or figure out
Maintain strong client relationships
Being able to think outside the box and figuring out abnormal issues
Conduct 3 training's weekly for new/current representatives to improve performance
Customer Service Agent
Citibank
01.2012 - 05.2014
Demonstrated empathy in handling difficult situations, fostering trust and loyalty among customers.
Effectively managed escalations from dissatisfied customers, working closely with management to ensure timely resolutions that maintained brand reputation.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Demonstrated high attention to detail, organization and management of multiple tasks and projects simultaneously.
Utilized strong problem-solving skills to quickly identify and address customer issues.
Maintained a high level of professionalism when interacting with customers, ensuring positive experiences.
Contributed to achieving company goals by consistently meeting or exceeding performance metrics.
Responded proactively and positively to rapid change.
Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
Team Manager
Focus Services
09.2010 - 12.2011
Led employee relations through effective communication, coaching, training, and development.
Boosted employee satisfaction through regular performance reviews, constructive feedback, and personal development plans.
Enhanced team productivity by implementing efficient task delegation and time management strategies.
Developed a high-performing team by recruiting top talent, providing ongoing training, and fostering a positive work environment.
Evaluated employee performance and coached and trained team members, increasing quality of work and employee motivation.
Facilitated cross-functional team meetings to foster collaborative work environment, leading to innovative solutions.
Achieved significant improvements in team morale by recognizing and rewarding outstanding performance.
Established clear performance metrics, enabling transparent evaluation of team progress.
Became the number one sales team for the year of 2011
Customer Service and Sales Agent
Focus Services
06.2010 - 09.2010
Take incoming phone calls for new and existing clients
Provide resolutions for any clients billing, payments or account issues
Conduct sales with new and existing customers for internet, cell phones, satellite T.V,
Became the number one sales agent within 3 months
Multi-task with talking to customers and inputting data into a computer
Provide training for new and existing representatives by sitting side-by-side during phone calls, listen to recorded phone calls and in the classroom sales trainings
Education
Emergency Response Services - Medical
Ogden Technical College
Ogden
06.2016
High School -
East Bakersfield High School
Bakersfield, CA
06-2010
Skills
Punctuality and dependability; close attention to detail; willingness to work hard and be the best in my field; able to interact in a polite and professional manner with clients
Timeline
Solar Energy Consultant
Freedom Pros
06.2022 - Current
Financial Accountant
Citibank
09.2015 - 06.2022
Critical Care Unit
Citibank
05.2014 - 09.2015
Customer Service Agent
Citibank
01.2012 - 05.2014
Team Manager
Focus Services
09.2010 - 12.2011
Customer Service and Sales Agent
Focus Services
06.2010 - 09.2010
Emergency Response Services - Medical
Ogden Technical College
High School -
East Bakersfield High School
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