Kristina Ortiz
Anaheim Hills,CA
Summary
Dynamic leader with a proven track record in fast-paced, competitive environments, demonstrating exceptional analytical and problem-solving abilities. Recognized for fostering collaboration and teamwork, driving projects to successful completion while maintaining a positive attitude. Committed to continuous learning and improvement, leveraging skills to achieve organizational goals.
Overview
14
14
years of professional experience
Work History
Manager, Order Management
Axia by QCells
Irvine, CA
09.2024 - Current
- Executed comprehensive performance metrics to evaluate vendor compliance and efficiency.
- Facilitated on-time processing of vendor payments per contract terms.
- Created system for monitoring vendor account payments.
- Streamlined compliance with financier requirements, facilitating $7M milestone payouts on a monthly basis.
- Created internal SOPs to enhance team efficiency.
- Maintained current knowledge of financier requirements and changes.
- Executed end-to-end processing of customer Solar SGIP incentives.
- Managed solar interconnection applications for clients outside of California.
- Streamlined workflows to drive substantial improvements in productivity.
Director, New Homes Operations
Swell Energy
Santa Monica, CA
11.2022 - 08.2024
- Assisted Head of Operations in developing proposals.
- Administered duties from initial contract award through final community completion.
- Led development of project management strategies consistent with company goals.
- Fostered robust client and subcontractor relationships to achieve timely and cost-effective project completion.
- Developed comprehensive reports to convey timely information on projects such as schedules, updates, budgets.
- Completed multiple community projects, generating over $5M in revenue.
- Acted as key liaison for internal and external stakeholders.
Sr. Manager, Regional Operations
Swell Energy
Santa Monica, CA
12.2019 - 10.2022
- Oversaw relationship management and performance metrics for over 30 installation partners.
- Created structured guidelines to streamline Operations Associate tasks.
- Built team consisting of external home assessors and permit providers.
- Collaborated with the Sr. Director of Operations to provide accurate installation forecasts, set performance targets and created action plans to achieve business goals
- Tracked and maintained installer onboarding documentation such as contracts, training certifications, insurance requirements etc.
- Worked with installation partner executive team and managers to support with onboarding, continuous training, relationship management, billing concerns and material requests
- Managed various stages of regional operations encompassing home assessments, permitting, installations, interconnection and rebates.
- Mitigated obstacles efficiently, ensuring timely advancement of projects.
- Achieved a 30% increase in installations each month.
Manager, New Homes Rebates & Interconnections
SunPower Corporation
Anaheim, CA
08.2016 - 11.2019
- Served as Subject Matter Expert and main point of contact for Utility Requirements, Interconnections and Rebates
- Led a team of 9 responsible for processing 200+ interconnection applications and 150+ rebate claims per week collecting $2M+ in rebates per quarter
- Maintained team efficiency by strategically delegating daily activities, monitoring output and rewarding positive contributions
- Communicated best practices among Operations and Field Operations to align efforts and goals
- Resolved problems with high-profile customers to maintain relationships and increase return customer base
- Worked with Utilities on best approach for New Construction Interconnections
- Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability
- Trained and mentor new employees to maximize team performance and achieve daily performance objectives.
Senior Solar Rebates & Interconnection Coordinator
Lennar Homes Of California/SunStreet Energy Group
Irvine, CA
07.2014 - 08.2016
- Responsible for high volume applications from conception to completion
- Maintained and monitored 1500 active applications across Colorado and Nevada utilities
- Created solar rebate applications through utility portals (PowerClerk & Salesforce) or prepared paper applications based on the solar plans specific to the home site
- Worked with various internal and external team to retrieve documents required to complete applications to obtain incentive payments and PTO's from various different utilities
- Worked cross functionally with SunStreet Sales, Marketing, and Operations to improve program design and customer experience
- Maintain CRM database for account access, required information and reporting Ensure installation partners comply with SunStreet Energy and Utility Requirements
- Processed NSHP rebate reservations and incentive claims.
Manager, Utility & Financing Underwriting
Verengo Solar Plus
Torrance, CA
01.2011 - 07.2014
- Trained and guided team members to maintain high productivity and performance metrics
- Delivered status reports to executives and department managers for budgeting and planning purposes
- Identified process opportunities to automate processes and functions
- Served as single point of contact and subject matter expert for internal departments regarding finance requirements and changes
- Helped review all lease, power purchase, and cash purchase agreements for accuracy, viability and compliance
- Managed projects and served as primary liaison between finance partners and multiple internal groups to ensure project time lines were being met
- Provided solutions to internal teams to resolve issues with applications/contracts preventing them to move forward based on partner and utility requirements
- Developed training material to assist leading Sales Team and Contract Processors to provide the highest quality
- Identified "bottlenecks" and implemented new and improved processes and policies
- Identified, coordinated and participated in client relationship-building activities and meetings
- Supervised and coached 6 employees.
Skills
- Strong Work Ethic
- Effective Decision-Maker
- Strategic Business Planning
- Skilled in Project Execution
- Effective Problem Solver
- Clear and Concise Communication Skills
- Strong Time Management
- Adaptable Work Style
- Detail-Oriented Mindset
- Employee Training
- Policy Implementation
- Project Management
- Vendor Management
Timeline
Manager, Order Management
Axia by QCells
09.2024 - Current
Director, New Homes Operations
Swell Energy
11.2022 - 08.2024
Sr. Manager, Regional Operations
Swell Energy
12.2019 - 10.2022
Manager, New Homes Rebates & Interconnections
SunPower Corporation
08.2016 - 11.2019
Senior Solar Rebates & Interconnection Coordinator
Lennar Homes Of California/SunStreet Energy Group
07.2014 - 08.2016
Manager, Utility & Financing Underwriting
Verengo Solar Plus
01.2011 - 07.2014
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