Grant Wilkinson Email & Phone Number

Rocklin, California, United States

Addison Avenue Investment ServicesFinancial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Folsom, California, United States

Analyze customer information (external data, internal research, site behaviors, post-transaction data) to identify the most significant opportunities to improve the customer experience across categories. Accurately recording and examining an application’s budget with potential impacts and liabilities to financial eligibility. Working with an operations team as well as outside vendors to obtain official qualifying documentation. Identify issues that arise and prevent future liabilities to continue a process within a given deadline. Managing a team of people to educate and utilize guideline updates across multiple loan products.

Roseville, Ca

Welcoming customers and listening to their needs. Using a consultative selling process to match the best vehicle to the customer’s needs. Creating a legendary vehicle delivery experience with following up with customers to ensure satisfaction. Prospecting through referrals and other creative approaches. Transition customers to the Service Department to support their ownership experience. Providing an exceptional customer experience to drive loyalty to the company and continuing business through Service. Achieving targeted sales and Customer Satisfaction Index above the regional average.

Folsom, Ca

Working directly with a team of engineers to debug and bring up development platforms and various memory modules on a high-volume level R&D lab environment. Working while maintaining compliance with ISO and OSHA standards as well as education and training. Creating and maintaining management on tracking databases for parts, drives, capital equipment/investments, Purchase Orders, and internal audits. Account management on high standard calibration including onsite services for an entire lab. Recognizing safety hazards and documenting procedures made available to the users.

Roseville, Ca

Maintain and ongoing, strong focus for improving customer satisfaction for my employer and developing our positive reputation as a company. Effectively cooperate and take leadership in a group environment under high pressure situations. Training new partners and constant face to face interaction with customers to drive the team’s success. Meeting local market’s needs on a daily basis by bringing the community together through goods and services unifying a business with healthy sales in retail. Experience with opening and closing a retail store leading a team with expected standards. Inventory county and order placing according to sales forecast. Money managing includes closing tills and making deposits to local banks.