Sofía González

For the last 2 years I worked remotely for Home Run Financing this is a company that provides PACE and Unsecure loans in the states of California, Florida and Missouri to property owners who need financing for their energy efficiency home improvement projects, such as roofing, solar panels, windows, doors and many other types of projects. My positions in this company were involved in the areas of Customer Service, Virtual Inspections, offered support to Contractors and Account and most recent position consisted of Inside Sales.

Notes: During this time most clients were English speakers and some were Spanish speakers. I got to work with Home Run Financing through Baja Call Center.

PROFESSIONAL EXPERIENCE Home Run Financing - 2021-2023

Contractor, Account Manager Support & Inside Sales (12 months)

Customer Relationship Management

Support on Contractors and Account Managers requests

Monthly status reports on leads, applications and projects for Account Managers

Managed homeowner and contractor leads, collected data, lead intake, provided guidance Inside sales and follow up work

Coordinated online appointments and schedules between Contractors leads and Account Managers, Homeowner leads and Approved Contractors

Home Run Financing - Inspections (10 months)

Executed digital inspections for energy efficiency home improvement projects

Understanding of permit requirements in California and Florida

Reviewed permits and photography of the installed projects as digital evidence, for projects in California and Florida

Identified and escalated ineligible digital inspections and permits

Followed up on permits and inspections status per the corresponding City/County jurisdiction for each project

Analyzed completion phase of projects before funding and approved inspections

Assisted via email and phone call

Home Run Financing - Customer Service (2 months)

Welcome and Completion calls

Identified and escalated concerning calls Understood and resolved customer issues + follow up work

Contract explanation, make sure that customer understands and is aware of the information in the contract and is willing to proceed

Assisted with electronic signatures for digital contracts

Virtual Assistant to Real Estate Agent

2019 - 2020

Contract Editing

Coordinated appointments for leads Digital publicity

Property photography

Property management support Follow up work

Baja MedGate - Administrative Assistant Support

2018 - 2019

ADDITIONAL EXPERIENCE & FREELANCE

Content creation for small businesses Community management

Translating recordings Spanish to English Paint & Singing tutor

Spanish Travel Translator & Tutor

Babysitting, petsitting

ACADEMIC TRAINING

Colegio Ibero Tijuana - Highschool

Psychology - Universidad Humanitas

Communication Sciences - Universidad Iberoamericana

ADDITIONAL TRAINING

Social Service in Casa Hogar de Catherine A.c.

Community Management Course - Vilma Nuńez

Professionalization Seminar in Real Estate Commercialization - Asociación Mexicana de Profesionales Inmobiliarios (A.M.P.I)