Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
1
1
year of professional experience
Work History
Project Acceptance
Project Acceptance Energy Service Partners
02.2023 - 06.2023
Verified the accuracy and completeness of the projects loans and contracts.
Reviewed documentation and identified financial discrepancies where applicable.
Able to check for any stipulations that the loans have and resolving those stipulations by communicating to the sales rep.
Submit project to financing partners
Submit jobs for notice to proceed.
Review utility bill from PG&E, SCE, and SDGE, and many others, making sure that all the right information corresponds to what the CRM has.
Scheduling Coordinator
Lumio
05.2022 - 02.2023
Apply and schedule meter spots with utilities across Southern and Northern California.
Coordinate with utilities and AHJs in regard to meter spot results to verify that the location is acceptable.
Ability to schedule and updates via inbound and outbound with customers, field technicians, and outside departments.
Updating the CRM promptly to provide updates for internal departments in regard to work orders.
Reviewing photos of the job to verify that it has been completed.
Communicate with AHJs to setup inspections.
Coordinate lath and stucco if needed.
Proactively identified scheduling issues and developed quick solutions to promote efficiency and profitability.
Managed daily scheduling conflicts to reduce operational backlogs and support full shift-coverage.