Cody Belt
Sacramento,CA
Summary
I am a skilled and qualified sales advisor motivated to grow my career in business sales or lending services. I have 10 years of providing customer service, analyzing customer needs in HVAC and home services, and matching customers with appropriate financing options. Resourceful professional in financial services, known for high productivity and efficient task completion. Specialized in risk assessment, regulatory compliance, and customer service. Excel using communication, problem-solving, and adaptability skills to achieve goals and meet client needs.
Overview
10
10
years of professional experience
Work History
Comfort Advisor
J&J Services
Stockton, CA
06.2023 - Current
- Perform comfort survey with clients to determine best options for their needs, determine system and general project specifications to provide install team with correct measurements, and generate reports for install team and managers outlining project details and client agreement
- Maintain knowledge of federal and state programs to provide additional funding for client projects
- Provide clients with financial assistance, securely handling personal identifiable information for financial lenders to qualify clients for project loans.
HVAC Technician
Bell Bros
Sacramento, CA
11.2021 - 04.2023
- Perform general routine and preventative maintenance such as cleaning and/or replacing air filters, completing tune-ups on both A/C and furnace units, and provide complimentary wash and cleaning services
- Diagnose and repair HVAC units exhibiting problematic or signs of potential malfunction
- Evaluate customer’s HVAC needs to set and establish sales leads
- Q2 2022 top 3 sales performance.
Certification Coordinator
Enterprise Car Sales
Sacramento, CA
03.2014 - 10.2021
- Lead the team of Lot Inventory specialists (3) to ensure the daily, weekly, and monthly goals were met and exceeded for the entire Northern California sales district
- Register new cars for certification process, designate which units go to various sales lots, and keep logistics of inventory and unit movement
- Provide reports to leadership regarding client and vendor relations
- General A/R computation of billing statements and vendor receipts.
Education
Certified Residential Underwriter Certificate -
Mortgage Brokers Association
Sacramento, CA06.2024
Skills
- Sales Advising in Home Services
- HVAC Servicing and Repair
- Positive Attitude and Strong Rapport with Clients
- Exemplary Time Management
- Qualifying Clients for Financing and Lending options
Awards
- Attended various sales trainings; Rocket X sales seminar (2023), HVAC Masters of the Hustle (2023), gaining and mastering skills techniques to improve sales performance and expand client base.
- Certificate of Completion Bell Bros. 16-week Apprenticeship Skills Course
- Exceptional Achievement Award Fiscal Years 2016-2019 Enterprise Car Sales Annual average of 3500 vehicles sold between 2016-2019.
Timeline
Comfort Advisor
J&J Services
06.2023 - Current
HVAC Technician
Bell Bros
11.2021 - 04.2023
Certification Coordinator
Enterprise Car Sales
03.2014 - 10.2021
Certified Residential Underwriter Certificate -
Mortgage Brokers Association
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