Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Christopher Rosales

Orange County,CA

Summary

Goal oriented communicator with over 6 years of experience in customer service and project management. Strong organizational skills eager to secure entry-level utility planning position.


Completion of the Electric Utility Planner Certification Program - August 2024

Overview

7
7
years of professional experience
28
28
years of post-secondary education
1
1
Certification

Work History

Debt Consultant - Sales

Americor
12.2022 - Current
  • Formulate personalized solutions from multiple software systems to concisely explain and coach clients
  • Earned team lead role by enhancing team productivity by providing ongoing training and support to junior debt consultants.
  • Developed tailored strategies, effectively resolving complex client cases involving bankruptcy or litigation threats.

Sales Manager

Sovereign Lending Group
03.2021 - 09.2022
  • Managed a sales team made up of both, brand new loan officers and seasoned LOs with over 5 years of experience
  • Developed high-level presentations to executive management aimed at identifying both growth and savings opportunities.
  • Conducted quarterly audits and presentations on multiple software systems to point out bugs, bottlenecks, and inefficiencies.
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.

Mortgage Loan Originator

Sovereign Lending Group
02.2019 - 03.2021
  • Excellent customer service, winning top performer for customer reviews 8 times, at 4.8 out of 5 over the course of 2.5 years.
  • Enhanced overall efficiency by piloting and implementing new software tools designed specifically for mortgage professionals.
  • Successfully trained a total of 50+ new loan originators and designed comprehensive corporate training materials ranging from presentations to step by step guides used company-wide.

Mortgage Specialist I

Intelliloan
08.2018 - 02.2019
  • Analyzing the financial position of applicants for financial services and connecting qualified applicants with licensed loan originators.
  • Managed a diverse pipeline of mortgage applications, prioritizing tasks effectively to meet deadlines consistently.

Solar Operations Intern

Grid Alternatives
04.2017 - 01.2019
  • Developing yearly and quarterly budgets for multiple departments
  • Assist with the forecasting and analysis of forecasted results versus actual performance to identify improvement opportunities
  • Conducted ad-hoc analysis in support of company operations and in response to changing business strategies.
  • Handled administrative and data entry work for staff.

Education

Bachelor of Science - Finance, Real Estate, And Law

California State Polytechnic University, Pomona
Pomona, CA
05.2013 - 05.2018

Electric Utility Planner Certification Program - Utility Planning

California State Polytechnic University, Pomona
Pomona, CA
05.2001 - 05.2024

Skills

  • Dynamic communication skills able to facilitate collaboration across departments
  • Strong Project Management skills with both designing and testing new software used company wide
  • Problem-solving abilities
  • Data Management
  • Safety Compliance

Certification

Electric Utility Planner

Timeline

Electric Utility Planner

08-2024

Debt Consultant - Sales

Americor
12.2022 - Current

Sales Manager

Sovereign Lending Group
03.2021 - 09.2022

Mortgage Loan Originator

Sovereign Lending Group
02.2019 - 03.2021

Mortgage Specialist I

Intelliloan
08.2018 - 02.2019

Solar Operations Intern

Grid Alternatives
04.2017 - 01.2019

Bachelor of Science - Finance, Real Estate, And Law

California State Polytechnic University, Pomona
05.2013 - 05.2018

Electric Utility Planner Certification Program - Utility Planning

California State Polytechnic University, Pomona
05.2001 - 05.2024

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Christopher Rosales