Caleb D. Email & Phone Number

-Preform Partner Loan audits to make sure they conform to compliance standards-Handle both internal and external concerns regarding home improvement loans. -investigate, potential fraud, elder abuse, contract dispute claims.-Mediate to assist customer and contractors to help come to an understanding.- Work with Partners to advise the status of projects to give a clear picture to investors.

Roseville, California, United States

Account Manager/Retention specialist April 2016- April 2020 -Sale of financial product to both property owners and contractors PACE advantage and benefits. -Help resolve escalated issues. -Manage contractor application issues. -Train new contractors and sales reps on program guidelines and sales process. -Seek out and enroll new contractors into the program. -Lead a direct-to-consumer marketing program, and processed pace funding application. -Responsible for fraud and contractor background checks. -Review applications that had canceled and try to resolve complaints to close the financing transactions. Handle both contractor and homeowner escalations. -manage large pipelines and meet and exceed sales goals for saved applications. -Underwrite with program guidelines for financing applications. -Manage both outbound and inbound phone calls -Seek out and find good contractors and help get them enrolled in the program.

Folsom, California, United States

Continuity Marketing Operations Folsom, California Coordinator March 2008 – August 2014 - Provide existing customer base with exceptional customer experience; review accounts and make recommendations based on customer needs and usage - Review campaigns and promotions on inbound and outbound calls; offer technical support (troubleshooting) - Handle 3rd tier customer escalation channel, highest level of customer service complains and solutions.- Work with Marketing department with current and upcoming marketing programs and promotions.Telesales Representative May 2006 – March 2008 - Sales of wireless phones, air cards, tablets, netbooks and various other products; recommend right plan and device to new and existing customer base - Corporate sales for small to medium size businesses