Lorenz Bolts Email & Phone Number

San Mateo, Ca, Us

San Diego, California, United States

Validate Invoices and Resolve Billing Exceptions for CCA Customers • Review customer records in billing database to ensure billing parameters are set up accurately• Correspond and follow-up daily with local utility regarding billing inquiries and exceptions forCCA customers, provide updates to CCA clients for customer service items as needed• Ensure timeliness and accuracy to meet high customer service expectations• Review and resolve exception reports daily and weekly• Promptly invoice the energy component of CCA Customers to ensure charges are sent to thelocal utility in a timely manner• Ensure accurate account set-up including proper jurisdiction

San Francisco Bay Area

Currently on assignment at Pacific Gas and ElectricReference number creation of new projectsSending out invoices to customersProcessing applications: reviewing application, building permits and other equipment documentation, ensuring applications are accurate, detecting issues and correctly submitting defects or passing along to engineering review if applications are accurate. Respond to customer follow up emails related to defect follow up, project status, etc. Analyzing issues with projects and utilize problem solving skills to determine best action to be taken and move project forwardPrint and send out notice of project completion to be mailed to customers.Help develop documentation such as job aides, process flow charts, etc.

Redwood City, California

Entered data sheets into Microsoft Access for the big lifts project

San Mateo, Ca

Organized and formatted large sets of data using Microsoft Access and Excel Extracted claim data from Crystal reports and created detailed and summarized trianglesPulled policy and claim information requests using proprietary reporting softwareGained an understanding of insurance terminology as well as annual statements filed by insurance companies Projected future incurred losses using loss patterns from actuary Used various Excel functions such as hlookups, vlookups, sumifs, and iferrorSummarized loss and payment data using queries in Microsoft Access and Excel

Bachelor Of Science - Bs, Statistics

Data Analytics Career Track

Description: 400+ hours of hands-on course material, with 1:1 industry expert mentor oversight, and completion of 1 in-depth capstone.