Sergio Garcia Email & Phone Number

Greater San Diego Area

• Responsible for processing rebates, incentives, demand response and customer assistance programs such as Medical Baseline, CARE and FERA. • Consistently ensure equipment and customers qualify to receive programs in accordance with regulatory requirements set forth by the California Public Utilities Commission (CPUC). • Analyze residential, commercial, customer assistance customers and contractor requests as they pertain to customer offerings. • Provide various levels of support to Program Advisors, Account Executives, contractors, and Outreach vendors by implementing procedures, processing applications, supporting documentation, and entering data in various systems. • Perform timely data entry for various programs that include preparation of letters for disqualification, inspections, and energy audits.• Processed 30,000 plus customer applications, recertifications and billing work items in accordance with CPUC regulation and company instruction.• Handled 69,353 active Medical Baseline program participants.• Currently maintaining a less than 20-day processing timeline for applications versus the 30-day departmental goal.• Trained 9 contractors on processing customer applications and recertifications.• Analyzed over 400 customer exception reports and PWQ’s.• Resolved more than 600 customer disputes and escalated matters.

San Diego, California, United States

• Supported a variety of customer communication channels (phone, live chat, and email) in a fast-paced inbound call center environment. • Provided expert energy advisement for residential and commercial customers. • Provided customers with recommendations on various rate components, rate options, energy efficiency information, demand response programs, energy conservation, applicable rebates, and solutions. • Handled 15,000 + customer account general, billing inquires and emergency orders according to all CCC policies, procedures, and quality assurance measures and with zero errors.• Successfully passed the PFM (Preparation for Management) test.• Safety Ambassador for CCC and currently maintaining 85% Mover Services transfer rate and surpassing department goal of 68%.

Greater San Diego Area

• Managed a caseload of 85 clients, in collaboration with San Diego Sheriff Department, to monitor the comprehensive process of criminal offenders, decreasing incarceration population within local jails. • Tracked client accounts to ensure participation, calculated and collected participant payments, and administered drug screenings to decrease rates of recidivism within caseload.• Recognized as the only case manager to assist Spanish speaking clients, military veterans, and private clients, due to bilingual expertise and former military service.• Throughout tenure, none of 630 participants in historical or current caseload have absconded, due to detailed maintenance of case information, extensive rapport development, and detailed monitoring.• Maintained 100% success rate of client completion of required programs set forth by sheriff and court.• Accountable for monthly revenue of $15K of programming fees.

Greater San Diego Area

Created quality coffee and espresso beverages while accurately and ethically processing cash and credit card transactions.Selected Contributions:• Successful member of team environment to ensure prompt and friendly delivery of 5K+ daily customer orders.• Resolved issues in a professional and timely manner to maintain customer satisfaction.• Developed professional relationships with regular clientele and treated all customers with the highest quality of service.

• Assisted 400+ geriatric clients with activities of daily living, while preserving dignity and respect for all patients. Provided companionship and communication to patients.• Maintained record of zero injuries while providing direct patient assistance within hospital and homecare settings, due to focus on safety and proper procedure.• Documented all tasks within a timely fashion, ensuring compliance with regulatory agencies.

Uss New Orleans Lpd-18

• Managed and maintained logistics and $225,000 budget for new and replacement parts, as well as office supplies, vendors, and maintenance activities.• Supervised and coached 15 individuals within Deck Department that were responsible for over 600 pieces of the ship’s operational equipment.• Commended as top maintenance professional within department, due to 98% spot check passing rate, exceeding expectations within group.• Served as Boatswain’s Mate as 3M Maintenance Manager, responsible for 612 pieces of equipment while managing/mentoring 22 individuals in preparation for maintenance audits and randomized spot-checks.• Oversaw recruitment, manpower management, coordination, reporting, organization, and special projects. • Planned and coordinated logistics and materials for board meetings, committee meetings, and staff events.

Master Of Business Administration (M.B.A.), Business Administration And Management, General

National University, La Mesa, CA – 98 quarter units completed towards Bachelor’s in Business Administration with a concentration in Human.

Education record