Maria Avila Email and Phone Number

· Research, analyze, and provide solutions for customer issues related to Energy Efficiency and Income Qualified applications by applying established policies and procedures· Responsible for Energy Efficiency New Home Inspections, verifying data input, completing inspections, and communicating with Account Executives about inspection status.· Ensure data accuracy by reviewing, validating, and entering it into multiple systems.· Process applications, research missing information, verify account status, and contact customers.· Validate confidential information, including invoices and program applications, for accuracy and completion of required information to qualify for programs· Support inbound and outbound calls, chat support, and inbox· Maintain a high level of confidentiality while working remotely with sensitive customer information

· Directly assisted accounting manager and team in verifying financial statements for accuracy to produce reliable reports· Input patient and vendor information into spreadsheets and company databases to provide leaders with quick access to essential data.· Verified confidential vendor information in adherence to company policy and state and federal laws.· Reviewed and verified end-of-year tax form data in lien of 2022 IRS tax filings· Responsible for updating patient payments in the patient portal database

· Maintained database by entering updated customer and account information· Identified and corrected data entry errors to prevent duplication across systems· Removed discrepancies and communicated them with supervisors· Created reports and audited charts to maintain concise records

· Directly assisted the Business Development Center Manager.· Responsible for training service department new-hires.· Answered customer questions and discussed work orders face-to-face, over the telephone, and via email.· Prepared accurate estimates based on expected labor and parts requirements for each job; staying in-line with sale budget.

· Handled customer inquiries via telephone· Coordinated appointments for service maintenance· Initiated outbound calls to confirm appointments for the following day· Addressed and resolved customer inquiries and concerns in a professional and composed manner