Dynamic professional with a proven track record at Pacific Gas & Electric, excelling in stakeholder engagement and risk assessment. Adept at driving program coordination and regulatory compliance, I leverage analytical problem-solving skills to enhance customer service management. Recognized for achieving significant outreach initiatives, I am committed to delivering impactful results. Skilled Outreach Specialist with notable experience in community engagement, public speaking, and event planning. Exceptional ability to develop strategic partnerships and collaborations for improved community outreach. Successfully implemented programs that increased awareness and improved access to resources. Strong interpersonal skills complemented by proven ability to created/strenghten positive relationships within communities.
Overview
17
17
years of professional experience
Work History
Sr. Vegetation Management Outreach Specialist
Pacific Gas & Electric
Santa Rosa, CA
05.2022 - Current
Led expertise development initiatives in vegetation management, ensuring alignment with targeted operational programs.
Acted as the primary subject matter expert (SME) for all things vegetation management, with a focus on Routine, CEMA/Second Patrol, Veg Control, and Sensitive Customer Communities.
Focused on customer communication, outreach, and support for the entire PG&E service territory in regard to programmatic vegetation management.
Collaborated with cross-functional teams to assess risk management strategies related to vegetation management, safety, and customer journey/experience.
Planned and executed comprehensive customer outreach all along while coordinating with multiple teams, stakeholders, and organizational partners.
Maintained accurate documentation of program progress notes, case management, customer escalations, claims, program collateral, and site visits.
Initiated and established strong relationships with outreach specialists, program managers, supervisors, managers, directors, and the senior management team.
Participated in regular meetings with management teams to discuss current safety topics relevant to their operations.
Provided guidance to property owners on appropriate vegetation management guidelines, policies, techniques, and CPUC compliance.
Created and assisted in preparing reports, presentations, and other necessary documents for leadership and senior management.
Participated on a rotating schedule as acting Customer Strategy Officer during storm responses, activated many times, and supported the largest one-day storm in PG&E history.
Lending Manager
Community First Credit Union
Santa Rosa, Ca
03.2013 - 05.2022
Maintain monthly production, yield, and dealer participation goals.
Helped develop and grow the department from a $1.6 million average to over $14 million monthly average.
Manage the entire indirect lending team (underwriting and funding).
Focus on generating new business, along with managing and strengthening current dealer relationships in all five counties.
Review departments' processes and procedures regularly to assure they are running as efficiently as possible.
Review and analyze complex applications to execute credit risk decisions.
Review and decision on credit exceptions routed up to management by staff.
Generate a wide variety of monthly reports, ranging from individual dealer volume to monthly staff performance reports, in Excel and Word.
Provide guidance, direction, and training to staff members, including setting performance standards, and monitoring performance.
Created detailed procedures, along with delivering training to staff.
Improved management decision-making with detailed operational and risk reports.
Marketed in the field on a monthly and weekly basis, as time permitted.
Create monthly board reports.
Review and analyze monthly market reports to determine the best strategies for increasing monthly volume in all five territories.
Established rapport with individual dealers to provide individualized assistance, and maintain loyalty.
Helped the team handle high-volume work by prioritizing tasks and taking a hands-on approach to assist the department in all areas needed.
Review and resolve audit findings.
Assist the VP of Lending and Chief Lending Officer in a wide range of tasks and duties.
Job roles within the credit union include Indirect Lending Underwriting, Marketing Dealer Relations Manager, Indirect Lending Supervisor, and the current role of Indirect Lending Manager.
Analyzed market trends to forecast future business opportunities within the lending sector.
Conducted reviews and evaluations for cost-reduction opportunities.
Credit Underwriter
Wells Fargo Dealer Services
Santa Rosa, Ca
11.2009 - 03.2013
Created monthly volume reports
Decision credit applications submitted by Dealerships
Used risk based pricing
Reviewed and decision loans with challenged credit
Took a high volume of dealer calls
Conducted phone interview of customers
Maintained a strong dealer rapport with a wide spread of Dealerships
Collect on delinquent accounts
Negotiate payment plans with customers
Skip tracing
Assist with repossession's
Maintained excellent customer service
I was promoted from collections to the underwriting a year after being with the company
Sales and Finance
Hansel Auto Group
Santa Rosa, Ca
07.2008 - 11.2009
Assist customers with product knowledge
Maintained monthly sales goals
Top producer for Cadillac Mazda store
Finalize dealer paperwork with sold vehicles
Sell back end items such as Gap, Warranty, and Paint Protection
Strong follow up
Education
Some College (No Degree) - Public Relations
Santa Rosa Junior College
Santa Rosa, CA
Skills
Effective Sales Strategy Development
Stakeholder Engagement in Marketing
Excel, Microsoft/Outlook, Salesforce, AGOL, SAP, GIS, CC&B, Google Earth
Achievement-Oriented
Reliable High Performer
Performance Management
Analytical Problem Solver
Critical Analysis
Interpersonal Communication Skills
Adaptability to Change
Customer Service Management
Analyzing Vendor Expectations
Safety Leader
Grassroots Safety Team Lead
Vegetation management
Risk assessment
Program coordination
Stakeholder engagement
Regulatory compliance
Presentation skills
Quality assurance
Data confidentiality
Bilingual
Timeline
Sr. Vegetation Management Outreach Specialist
Pacific Gas & Electric
05.2022 - Current
Lending Manager
Community First Credit Union
03.2013 - 05.2022
Credit Underwriter
Wells Fargo Dealer Services
11.2009 - 03.2013
Sales and Finance
Hansel Auto Group
07.2008 - 11.2009
Some College (No Degree) - Public Relations
Santa Rosa Junior College
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