Audrey Smith Email & Phone Number

- Execute prompt and efficient ongoing change management to all stakeholders for collection of direct pay programs.- Manage team of project managers to tackle multiple projects through team organization and delegation. - Enhance existing underwriting and onboarding processes by defining CRM requirements to integrate with Salesforce, updating procedures and managing change accordingly. - Facilitate CRM troubleshooting and team user acceptance training roles and responsibilities.

- Successfully managed the launch of Concert Finance, a direct pay solar loan program. - Facilitated ongoing change management for weekly deploys to individual stakeholders. - Defined requirements for Salesforce CRM integration, sponsoring team troubleshooting.- Developed and maintained operations and risk management OKRs and KPIs

- Created and executed sales training and certification process across 100+ locations.- Served as Project Manager for the soft launch of the Concert Finance program, a cross-functional initiative spanning multiple companies and divisions. - Consulted with GFS Risk Management to improve risk management KPIs and protocols to implement a 5-point underwriting rating process, among other enhancements. - Initiated and successfully implemented a pioneering role and office function to bridge gaps between the GFS and Credit Departments.

United States

- Proposed and implemented policy and process improvements.- Partnered with Operations and Analytics team to develop KPI and LI reports. - Prepared and executed presentation for incoming sales trainees to learn solar finance basics. - Supported monthly portfolio and ad-hoc reviews.

Orlando, Florida, United States

- Managed and collected accounts receivable, including negotiation of customer disputes. - Created and implemented a standard procedure of direct pay financing process and reconciliation.- Led East Coast operations in direct pay process troubleshooting, providing internal training as needed.- Evaluated credit history and financials to determine credit limits and terms for new and existing customers.- Maintained and enforced lien and bond rights for secured projects to protect business assets

Winter Park, Florida

- Assembled lab demos, ensuring all lab equipment as functioning prior to lab.- Maintain and organize lab inventory for practical access and safety, ordering any additional materials as needed.- Provide thought-provoking answers to student questions to maximize understanding.

Winter Park, Florida, United States

- Wrote for funding of student faculty collaborative research program after extensive literature review using Mendeley.- Collaboration of experimental design, execution, and analysis of plant systems.- Utilized atomic force microscope to collect plant adhesion data.- Performed thorough data analysis using Igor to draw conclusions.- Presented conclusions through presentations, poster sessions, and answers to varying audiences’ questions.

Orlando, Florida Area

- Efficiently communicated with customers and employees to provide courteous service.- Trained new members, focusing on the importance of working together and delegating responsibility.- De-escalated and resolved any customer complaints.