Cesar Barragan Email and Phone Number

Manages operations and program guidelines for PG&E Energy Efficiency Financing program

Team Lead/Senior Analyst for PG&E's On Bill Financing Program.

Assisting Customer Relationship managers (CRM) and PG&E stakeholders, from beginning to end on the On Bill Finance process. This entails the credit review, job proposal, reviewing Engineering calculation, in preparation for program manager’s review and approval prior to issuing On Bill Financing loan agreements. Also assist in mailbox management, employee training, responding to policy and procedure inquiries and assist on how to complete OBF loan documents. • Create and maintain project records via Salesforce based software, generate loan agreements, maintain documents and track project status to assist stakeholders. • Manage the projects and initiate efforts to resolve issues with the process flow via, e-mail, meetings and phone calls to all stakeholders: PG&E Customer Representatives, rebate incentives department, vendors, customers, Internal and External engineers. • Verify and validate Customer information to ensure they qualify for the program. Analyze submitted documentation, and understand what proper marketing channel to complete the loan, incentive and customer information utilizing internal records and databases. • Quality assurance all documentation to ensure accuracy in preparation to external auditing by the California Public Utilities Commission and other parties.

Maintain and submit documents for Solar rebates.

Processing residential, business, solar rebate incentives.

Focused on customer engagement, sustained inventory, delegation of duties to sales staff, maintained breaks and assisted in employee scheduling.

Product placement based on previous store plans and alterations. Assisted in some store operations, ordering supplies, employee interviewing and training. Maintain register balance and support customer service team in achieving daily sales goals.