GURNIMRATE KALRA

• Analyzed progress of projects and maintained current records with latest information.
• Advised clients on various elements of project and offered support to quickly resolve issues.
• Identified issues of special importance in need of extra attention and escalated to correct personnel.
• Updated reports to verify inclusion of most relevant and current information.
• Handled customer relations issues, enabling quick resolution and client satisfaction.
• Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
• Worked closely with operations (Permit coordinator (Warehouse to confirm inventory).

Sunrun Solar

March2019-November2019

• Great understanding with solar loans, lease and buy programs.
• Running companies' appointment as well generating self-generated referral business.
• Produced quotes, proposals and contracts as part of sales process.
• Discussed solar benefits with customers and drew comparisons with power company rates and drawbacks.
• Followed-up with warm prospects to deepen connections and convert leads.
• Gave smooth and successful presentations at customer locations.
• Maintained excellent attendance record, consistently arriving to appointments on time.
• Delivered design and planning for solar energy projects and recommended best practices and protocols.
• Analyzed finished projects to verify compliance with safety, quality and environmental requirements.
• Managed quality assurance program, including on-site evaluations, internal audits and customer surveys.
• Trained new hires to perform cross-training exercises with experienced workers.

• Help customers find solutions for making their homes green and more efficient.
• Analyzed Clientele usage and needs to accurately provide clean and affordable energy solutions for their residence.
• Created sales and marketing tools to gain new clientele and following up on sales leads to close deals and generate.
• Manage accounts from point of sale through installation/activation, ensuring quality services /customer satisfaction.
• Managing Ambassador programs.
• Create network of steady referral businesses.
• Taught customers how to reduce energy usage and directly cut costs with proactive strategies.
• Inspected, fixed, and installed new energy-efficient appliances and control systems.
• Monitored social media and online sources for industry trends.
• Maintained excellent attendance record, consistently arriving to work on time.
• Evaluated employees' strengths and assigned tasks based upon experience and training.

• Interacting with members of Patelco Credit Union providing customer service Always best in promoting products and services, answering inquiries, taking phone calls, solving account problems, and guidance to all members.
• Investigate and resolve complaints and concerns, interact with internal resources to identify the issue respond to concerns, and follow up with a satisfactory resolution in a timely and effective manner.
• Always made members be aware of all the organizations services and processes to provide accurate information.
• Documented all transactions and support interactions in system for future reference and addition to knowledge base.
• Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
• Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
• Created innovative financial solutions to meet customer needs and provide competitive edge.
• Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
• Achieved consistent recognition as top sales performer.

Residential Mortgage Loan Officer

November 2014-September2015

NMLS: 1305242

• Successfully closed average of 3-5 loans per month.
• Developed and maintained relationships with local real estate agents.
• Developed prospects for new loans by conducting 80 cold calls weekly.
• Originated, reviewed, processed, closed and administered customer loan proposals.
• Assisted senior-level credit officers with complex loan applications.
• Recommended loan approvals and denials based on customer loan application reviews.

Relationship Manager

January 2011-November2014

• Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
• Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
• Created innovative financial solutions to meet customer needs and provide competitive edge.
• Developed summaries to assess each client's participation level and determine targets for follow-up plans.
• Approached prospective clients through cold calling and emails to meet sales targets.
• Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
• Presented new and additional products and services to existing customers.

Online Business Chat Representative

(Pilot Project )

April 2009-January 2011

• Boosted sales revenue by skillfully promoting diverse Business checking and saving accounts options.
• Regularly exceeded daily sales and product add-on quotas.
• Handled inbound customer chat conversations from various websites.
• Asked open-ended questions to determine which products or services would be best fit for customer's needs.
• Documented all customer information accurately in computer system, providing dated notes for future reference.
• Trained staff on operating procedures and company services.
• Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
• Improved sales abilities and product knowledge on continuous basis to provide optimal service and achieve quotas.
• Cultivated relationships with new customers and maintained good partnerships with existing clients.

Customer Service Phone Representative

Januvary2008-April 2008

• Used company troubleshooting resolution tree to evaluate technical problems while leveraging personal expertise to find appropriate solutions.
• Collected customer feedback and made process changes to exceed customer satisfaction goals 100%
• Achieved and consistently exceeded revenue quota through product and service promotion during routine calls.
• Answered customer telephone calls promptly to avoid on-hold wait times.
• Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
• Worked with underwriters to fix application problems and resolve issues.

• Oversaw administrative staffing by recruiting, interviewing and onboarding new personnel.
• Recommended loan approvals and denials based on customer loan application reviews.
• Boosted branch sales by developing and deepening customer loyalty through incentive programs.
• Engaged employees in business processes with positive motivational techniques.
• Met deadlines by proactively managing individual and team tasks and implementing right processes.
• Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
• Identified and capitalized on community business opportunities with effective networking.
• Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
• Assessed employee performance and developed improvement plans.
• Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.

Assistant Financial Center Manager

February2004-September2006

• Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
• Met deadlines by proactively managing individual and team tasks and implementing all processes.
• Identified and capitalized on community business opportunities with effective networking.
• Recruited, interviewed, hired, and trained employees and implemented mentoring program to promote positive feedback and engagement.
• Assessed employee performance and developed improvement plans.

Personal Banker

September2002-Feburary2004

• Cross-sold Bank products and services to increase sales and revenue.
• Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
• Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
• Created innovative financial solutions to meet customer needs and provide a competitive edge.
• Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
• Conducted detailed financial reviews for business clients to sell appropriate products to fit clients' needs.
• Worked closely with management to strategize sales techniques to increase branch production and customer service.
• Balanced cash drawers and vault accounts on daily basis with zero discrepancies.