Sheri B. Email & Phone Number

Tennessee, United States

Remote

Sacramento, California Area

Promoted to support the nationwide success of the new POWERHOUSE 3.0 division of RGS Energy, with a long-term focus of establishing the CA market.Actively worked on refining the Business Process Work Flow for the newly developed Powerhouse brand, including drafting standard operating procedures for current and future processes.Generated upwards of 1,500 leads by researching market trends and industry leaders, and by attending trade shows representing and speaking to the POWERHOUSE brand.Managed and reported on leads in company CRM, SalesForce.Worked alongside the B2B Territory Account Managers and Marketing teams to ensure marketing campaign deliverables were met; including creating email templates and call guides for lead contact.

Louisville, Colorado

Promoted to manage the performance of DOW BIPV and RGS Financing asset portfolios.Reviewed lessee credit profiles for risk and produced lease transfer agreements for new homeowners taking over existing solar leases.Filed UCC1, UCC3, and other county notices as needed for RGS lessees selling or refinancing their homes in order to protect company assets.Created alerts and reports for monitoring ~1,000 DOW and 57 RGS Financing assets within Locus Energy, and reviewed performance modeling results against actual results to determine if a service call was needed.Coordinated sub-contractors for service calls to DOW sites nationwide and audited contractor paperwork and invoices for accuracy and proof of work completed.Coordinated shipping & deliveries for DOW warranty claims and maintained a detailed materials list for DOW parts in ACME warehouse in Denver.Prepared monthly and annual reporting to the Department of Energy for RGS Lease assets.

Louisville, Colorado

Promoted to assist in the development of RGS Financing, Inc. which oversaw the launch of our first in-house financed Solar Equipment Lease Agreement.Managed paperwork for partnerships with investors for funding of Solar Equipment Lease and Power Purchase Agreement portfolios.Launched in-house leasing financing product in CA; including business licensing, creating internal Lease Underwriting Standards, contract language development, market research, & coordinating with accounting department heads to make certain that financing deliverables were accurate for SEC auditing purposes.Launched Power Purchase Agreement financing product for CA, NY, MA, and CT with partner company; including software integrations, white-labeled PPA contract development, and B2B processes and communication standards.Created and delivered training to large groups of sales & sales-operations personnel centered on selling and processing solar leases and PPAs, both in person and virtual, nationwide.Audited financing files with a focus on reducing risk; including customer credit applications, title reports, contracts, solar system design specifications, and solar energy production estimates.Ensured all required documentation had been accurately completed for each milestone in the the financing process and produced and communicated contract addendums where necessary.

Louisville, Colorado

Hired to help create the Contract Review arm of the Project Administration Team during company centralization to Colorado.Created and lead a team of contract analysts to provide a streamlined residential sales cycle from contract signing to project installation.Managed team performance goals in SalesForce using reporting and by implementing task management protocols.Developed processes and milestones to guarantee efficient install cycle times, optimal designs, and that financing deliverables were met, with a focus on increasing the company gross profit margin.Coordinated hand-off between sales, engineering, accounting and construction teams for approximately 4,700 plus contract sales during this two year period.Responsible for evaluating workflow analysis to provide input to IT for implementing new process flows within SalesForce.

Fresno, California Area

Supervised, trained, and monitored productivity standards of a team of 10 representatives responsible for producing reports outlining dwelling conditions for top insurance carriers in the United States.Ensured team consistently delivered high quality and timely insurance inspection reports for properties nationwide.Designed Property Observation Reports displaying photos of dwellings, including visible hazards or deficiencies, as well as a scoring to help prioritize high-risk properties.Produced Property Exterior Reports including all photos, data and scoring as well as a site diagram showing structure features and materials to yield a replacement cost figure.

Fresno, California Area

Assisted in maintaining food and beverage product ordering by monitoring on-hand quantities and by analyzing consumption on an hourly, daily, and seasonal basis.Created and maintained Partner Development Plans for improving partner skills for future growth opportunities.Recognized alarms or changes in partner morale and performance; worked with Store Manager to address.Reviewed store environment and key performance indicators daily to identify problems, concerns and opportunities for improvement in order to provide coaching and direction to the shift team to achieve operational goals.Utilized and provided direction to partners during their shift on the use of operational tools to achieve excellence.Coached and mentored partners by using discretion in assessing performance, providing feedback and coaching to improve partner performance, and effectively recommended employment decisions to store manager.Managed multiple situations simultaneously and maintained a calm demeanor during periods of high volume.Modeled a customer comes first attitude, delivered legendary customer service, and supervised partners to ensure they were delivering legendary customer service.

Photography

Liberal Arts And Sciences/Liberal Studies

Professional Continuing Education, Energy Finance