Summary
Overview
Work History
Education
Skills
Additional Information
Languages
Timeline
Generic

JULIO MANJARREZ

Chula Vista,CA

Summary

Customer-focused Comfort Advisor with 2 years of record-setting HVAC sales experience. Thorough and attentive problem-solver with flair for winning customer trust and closing sales. Dedicated to complete customer satisfaction and to following through with customer support until total project completion.

Overview

19
19
years of professional experience

Work History

Comfort Advisor

John Stevenson Plumbing Heating and AIr
Carlsbad , CA
08.2022 - Current
  • Provided customers with detailed information on the benefits of energy efficient systems and products.
  • Conducted in-home consultations to diagnose customer needs and present comfort solutions.
  • Created sales proposals for prospective clients, outlining the proposed system installation or replacement.
  • Developed and maintained relationships with existing customers through follow up visits and phone calls.
  • 2 million in Sales after 1 year 5 months in Sales Position

Revenue Recovery Officer

County of San Diego
Chula Vista , Ca
01.2012 - 04.2022
  • Developed and implemented policies and procedures to ensure compliance with government regulations.
  • Conducted investigations into complaints from customers or employees regarding violations of company policy.
  • Drafted reports outlining findings from investigations and recommending corrective action.
  • Reviewed and processed customer payments to ensure accuracy of payment information.
  • Developed and implemented processes for recovering delinquent accounts receivable balances.
  • Conducted collection calls to customers with overdue invoices in order to negotiate payment plans.
  • Assisted in the preparation of financial reports related to revenue recovery activities.

Credit Controller

Frazee Paint
Miramar , Ca
02.2009 - 12.2011
  • Reconciled customer accounts and maintained accurate records.
  • Researched and resolved discrepancies in customer accounts.
  • Analyzed credit risk for potential customers.
  • Performed collections activities, including contacting delinquent customers by phone or letter.

Debt Collector

HSBC
San Diego , CA
01.2008 - 02.2009
  • Prepared and maintained repossession paperwork, including legal notices and court documents.
  • Performed skip-tracing activities to locate missing or delinquent debtors.
  • Identified delinquent accounts and contacted debtors to negotiate payment terms.
  • Analyzed customer financial information and determined appropriate payment plans.
  • Verified accuracy of account information and updated records accordingly.
  • Explained the consequences of non-payment in a professional manner.

Collection Supervisor

Law Offices Of Patenaude & Felix
San Diego , CA
03.2005 - 03.2008
  • Developed and implemented collection strategies to ensure timely payments of overdue invoices.
  • Supervised a team of 10 collectors in order to maximize efficiency and effectiveness.
  • Monitored, evaluated, and reported on the performance of collectors against established goals.
  • Analyzed customer accounts for payment trends and recommended appropriate action plans.

Education

Diploma -

Castle Park High School
01.1995

General Education -

Southwestern College

Skills

  • Billingual
  • Leadership Training
  • Customer Service
  • Conflict Management
  • Good Judgement
  • Excel and Word Proficient
  • Effective Communicator
  • Lead Development
  • Technical knowledge
  • Performance Tracking
  • Client Relationship Building

Additional Information

In addition to all my experience: I'm honored to share that my team with Patenaude and Felix (Toyota Motor Credit/Lexus Financial) was #1 in collections for 3 consecutive years.

Languages

Spanish

Timeline

Comfort Advisor

John Stevenson Plumbing Heating and AIr
08.2022 - Current

Revenue Recovery Officer

County of San Diego
01.2012 - 04.2022

Credit Controller

Frazee Paint
02.2009 - 12.2011

Debt Collector

HSBC
01.2008 - 02.2009

Collection Supervisor

Law Offices Of Patenaude & Felix
03.2005 - 03.2008

Diploma -

Castle Park High School

General Education -

Southwestern College
JULIO MANJARREZ