Sheila Carter
Chula Vista,CA
Summary
Dynamic Senior Energy Consultant at LGCY Power with a proven track record in driving sales and enhancing client relationships. Recognized as a top collector, I excel in mentoring teams and negotiating favorable contracts. Skilled in energy modeling and customer service, I deliver exceptional results while fostering trust and collaboration with stakeholders. Generating over 365k in sales commission in 2024.
Overview
10
10
years of professional experience
Work History
Senior Energy Consultant
LGCY Power
San Diego, CA
03.2023 - Current
- Offered detailed fact-finding, research and analysis on energy industry topics to support senior consulting staff and experts across multiple projects.
- Reviewed project submittals for compliance with energy modeling requirements and practices pursued.
- Contributed to client interaction via email and conference calls.
- Conducted thorough market evaluations and analyzed energy usage patterns to determine potential savings.
- Developed and reviewed energy model documentation and gathered supporting information.
- Coordinated with utility companies to ensure seamless integration of renewable energy systems into existing infrastructure.
- Established strong relationships with key stakeholders, fostering trust and ongoing business partnerships.
- Negotiated favorable contracts with suppliers, securing competitive pricing for clients.
- Delivered high-quality customer service by addressing client concerns promptly and effectively.
- Managed complex projects, ensuring timely completion and adherence to budget constraints.
- Taught customers how to reduce energy usage and directly cut costs with proactive strategies.
Accounts Receivable Clerk
Emolecules
San Diego, CA
04.2021 - 02.2023
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Maintained up-to-date customer contact information, enabling effective communication regarding account status and payment inquiries.
- Provided exceptional customer service when addressing client inquiries about their account status or billing concerns, building strong, long-lasting relationships.
- Prepared billing statements and invoices for customer purchases and recorded transaction date, price and fees to support accuracy.
- Contributed to month-end closing procedures by preparing detailed accounts receivable aging reports for management review.
- Reduced outstanding account balances through diligent follow-up on overdue invoices and negotiating payment arrangements with clients.
- Decreased uncollectible debt by closely monitoring accounts and promptly identifying high-risk customers for management review.
- Increased efficiency of collections efforts through development of targeted strategies for contacting delinquent accounts.
- Assisted in month-end closing procedures, ensuring accurate financial reporting.
- Utilized Microsoft Excel, QuickBooks and Oracle software to manage invoices and payments.
- Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
- Negotiated payment arrangements with customers to establish timely receipt of payment.
Collections Supervisor
GC Services
San Diego, CA
08.2015 - 03.2021
- Enhanced collections processes through strategic planning.
- Ensured high customer satisfaction with effective communication.
- Ensured compliance with contractual requirements and legal remedies through script adherence.
- Researched accounts and completed due diligence to resolve collection problems.
- Mentored junior staff members on best practices in debt collection techniques and procedures.
- Documented conversations with consumers and research into accounts.
- Reduced delinquency rates with proactive account management and timely followups.
- Formulated specialized payment strategies for clients in financial distress to mitigate losses.
- Increased recovery rates for difficult accounts by utilizing effective negotiation skills.
- Processed payments and applied to customer balances.
- Accessed credit records to evaluate customer credit histories.
- Examined overdue accounts daily, focusing efforts based on balance size and days past due status.
- Processed payments and recorded interactions in customer accounts.
- Utilized different strategies to retrieve outstanding balances from clients on a one-time basis.
- Ensured compliance with federal, state, and company regulations in all collection activities.
- Negotiated to collect balance in full.
- Maintained high volume of calls and met demands of busy and productive group.
- Exhibited outstanding customer service during collection calls.
- Counseled debtors on payment options and arranged installment agreements.
- Used probing techniques to determine debtors' reasons for delinquency.
- Processed high volumes of outbound calls in a call center environment.
- Used skip tracing and other techniques to locate debtors.
- Enhanced customer satisfaction ratings with effective conflict resolution.
- Kept high average of performance evaluations.
Education
High School Diploma - Business
Tracy High School
Cerritos, CA06.2003
Skills
Driving force in sales with over 30 accolades
Top collector 6 months in a row
Top closer for entire office in 2024
Top bonus winner in the entire office
Mentoring a team of 9 individuals at once, well maintaining all backend work to ensure accounts make it to installation
Maintaining good relationships with all installers
Languages
Spanish
Professional Working
Timeline
Senior Energy Consultant
LGCY Power
03.2023 - Current
Accounts Receivable Clerk
Emolecules
04.2021 - 02.2023
Collections Supervisor
GC Services
08.2015 - 03.2021
High School Diploma - Business
Tracy High School