• Interact with people via phone to inform them of the benefits and feasibility of solar power• Qualify or disqualify leads based on interest level, shade, roof type, and credit score

• Guide customers with their next steps to maximize rebate opportunities for their energy efficiency projects. Discuss programs and rebate offerings pertinent to customer’s goals and needs. Review project scopes and advise changes so project can meet rebate requirements. Collect missing information from customers, contractors, and suppliers needed for prescriptive rebate applications and custom rebate preapproval/postapproval. Prefill applications if necessary. At first responsible for small business customers. Later absorbed the role of mid-sized customers to handle communication with all non-managed accounts of customers who received energy assessments from the utility. Proofread seventeen large energy assessment reports prepared by engineering team. Navigate customers and contractors through the rebate requirements and answer questions to facilitate the rebate process.

• Review energy efficiency audit results and advise on recommendationsAnalyze the technical assessment of the audit and effectively summarize the findings in the call back to homeowners. Provide and discuss cost-effective recommendations for reducing energy usage and improving home comfort levels. • Employ building science and behavioral science to enthrall homeowners Engage with homeowners via phone. Ascertain their individual priorities and concerns through strategic questioning and narrative listening. Provide objective advisement guided by building science. Explain house-as-a-system concepts through metaphors. • Encourage homeowner participation in utility energy efficiency programsMotivate homeowners to perform energy efficient upgrades and retrofit projects. Assist, congratulate, and encourage homeowners throughout all phases of the project. Educate homeowners with necessary information to make better, more informed decisions. Refer homeowners to complementary programs, resources, and services offered by the utility. Review rebate applications to expedite payment process. Track all homeowner interactions with CRM software using Catalyst, Five9, and Salesforce interfaces.

• Improved process for documenting leads and reporting feedbackDeveloped a spreadsheet to manage leads generated from outreach events and program referrals. Collaborated with field technicians, outreach coordinators, and managers to standardize data capture, prioritize contacts, and better record communication with leads to track and fortify conversion rates. Automated and simplified the spreadsheet using formulas to provide instant feedback to direct work flow follow up instructions for outreach members and report outreach team metrics for managers. Added sharing and reporting capabilities to the spreadsheet that summarized each event. These features provided numbers to measure outreach’s activity and productivity, and provided evidence to determine which events are most worthwhile to attend in the future.• Interacted with customers at outreach eventsEngaged with customers at community events and home shows. Started conversations, answered questions, and recommended programs after listening to customer situations.• Recruited homeowners to participate in energy efficiency auditsPhoned homeowners to participate in energy efficiency audits offered by utility companies. Developed customer rapport, succinctly described benefits of the audit, listened to concerns, and answered questions.

• Manage turnaround of rejected service parts into saleable inventoryValidate reject using specifications. Catalyze resolution of rejected service parts within 45 days through dialog with engineers, supply management, and suppliers. Ensure adequate resolution and closure, update system, and communicate accordingly. • Determine packaging methods and document specifications for service parts Analyze part material, cost, and sales forecast to optimize shipping package to protect parts from rust and damage from warehouse storage, through picking, and shipping.

• Audit Russia and Asia truckload service part shipments for 100% quality while optimizing bay turnoverUnwavering focus on audit quality resulted in 0 errors in 2 years for Russian orders personally audited, as undetected quality results in substantial financial penalties and delays. • Audit team leaderPrimary contact for audit teams’ work flow obstacles and performance resolution. Trained new team members.• Document picking and packaging errors to improve quality metricsEntered group’s total audits and error findings into database to track warehouse quality metrics. Analyzed data and offered suggestions to supervisors to improve department quality. Led data collection efforts for an improvement project reducing wasted space in airbound parcels.

• Delivered crucial files to courthouses and businessesTransported large checks and original business documents to clients to ensure safe and prompt delivery. • First point of contact with clientsAssisted clients at the front desk. Answered all inbound calls. Represented business through a friendly and helping demeanor with both good-natured and disgruntled clients.

• Researched and gathered data enabling the business bankers to conduct needs analysis Searched the internet and trade reports for pertinent information that bankers used in conversation with clients. Accompanied bankers on client visits to further understand their operations and financial needs.• Monitored receipt of key customer supplied informationRan reports, updated spreadsheets, and told bankers when they needed to request information from clients.

Helped organize and run events and charitable fundraisers hosted by the radio station disc jockeys.