Negotiated contracts with clients and managed all aspects of the sales process from initial contact to close of sale.
Conducted research on industry trends and competitor activities to identify new opportunities for growth.
Prospect new contractors using OHM, Google, and BBB reviews to ensure a good fit for the company.
Maintained client accounts and updated CRM system with relevant information.
Tracked key performance metrics, such as applications submitted, applications submitted for funding, and applications pushed to Permission to Operate.
Maintain an existing book of business, which contains 26 contractors, each bringing an annual revenue of ~10m or higher.
Train all new partners using our platform to ensure a positive experience.
Underwriter II
Fifth Third Bank
San Diego, CA
05.2022 - 04.2023
Inspected financial statements, credit information and title data to complete underwriting process.
Analyzed risk and adhered to underwriting standards to drive risk selection and profitability.
Utilized diverse data tools and processes to analyze, interpret and manage data.
Utilized underwriter authority to correspond with corporate risk appetite and strategy.
Gathered and analyzed information to determine risk acceptability.
Subject Matter Expert
Calpine Energy Solutions
San Diego, CA
01.2019 - 05.2022
Over see all call center employees to ensure customer
satisfaction by giving feedback and implementing new
strategies to agents.
- Receive and assign over 50 customer related inquiries and
followed up for completion and integrity.
- Review and distribute client program material to call
centers for review for new and updated programs being
implemented.
- Review 6+ calls weekly to ensure client satisfaction and
prevent any risks to clients.
- Interview and train new hires to ensure positive impact to
customers and clients
- Verify SLA contracts are being met by reviewing PowerBI
software to ensure contract criteria is met with call centers.
Program Services Representative III
Renovate America
San Diego, CA
08.2017 - 12.2018
- Overview 100+ accounts to ensure application process ran smoothly for customers and contractors.
-Informed external clients of facts, features and benefits pertaining to home-improvements using secured and unsecured financing
-Provided pay offs to lenders/consumers to pay off their loan
- Received and consulted client escalation calls regarding product and/or services, including providing methods of resolution, implementation and assurance.
- Analyzed 50+ applications daily to explain Underwriting decisions based off customers credit report/ advise of documents pending to make a decision.
- Provided training to new contractors regarding PACE/traditional financing.