Rose Dawson
Intake Coordinator
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About
Conduct initial phone consultations with solar customers experiencing concerns or dissatisfaction. Listen empathetically to customer concerns involving potential fraud, misrepresentation, or system performance issues. Assess prospective clients against company qualification criteria to determine eligibility for exit services.
Experience
Intake Coordinator - Solar Equity Solutions - Santa Ana, CA
(2026-06)
- Conduct initial phone consultations with solar customers experiencing concerns or dissatisfaction.
- Listen empathetically to customer concerns involving potential fraud, misrepresentation, or system performance issues.
- Assess prospective clients against company qualification criteria to determine eligibility for exit services.
- Collect and organize supporting documents, including solar lease agreements, power purchase agreements (PPAs), utility bills, and loan documents.
- Maintain accurate, timely records of customer interactions in CRM platforms such as Salesforce and HubSpot.
- Review submitted documentation for completeness and accuracy before forwarding it to underwriting or legal teams.
- Coordinate communication between clients and internal legal, audit, or cancellation teams throughout onboarding.
- Explain the exit process, outline expected steps and timelines, and follow up with prospects to obtain incomplete application materials.
Line / Grill Cook - Luna Grill Restaurants - Rancho Santa Margarita, CA
(2025-01 - 2026-05)
- Prepared ingredients and food components through chopping, slicing, mixing, and other standard prep methods.
- Cooked and assembled menu items at assigned stations in accordance with established recipes and procedures.
- Set up, stocked, and organized cooking stations with required ingredients, tools, and supplies before service.
- Plated dishes according to restaurant standards to support consistent quality and presentation.
- Maintained a clean, organized workstation while following food safety, sanitation, and hygiene requirements.
- Monitored inventory and communicated supply shortages to the appropriate supervisor.
- Collaborated with kitchen team members to coordinate orders and support efficient service.
Prep Cook - Ellie's Table Egan House - San Juan Capistrano, CA
(2022-06 - 2024-09)
- Set up, cleaned, and sanitized kitchen workstations before and during service.
- Followed chef-prepared lists to prioritize and complete daily food preparation tasks.
- Measured ingredients and seasonings and prepared cooking components, including soup stocks.
- Prepared basic menu items, including entrees and salads, as assigned.
- Stored food items properly and organized ingredients for convenient access.
- Supported chefs with food preparation and additional kitchen tasks as needed.
- Delivered plates to service staff, cleared dishes for washing, and prepared takeaway orders.
- Monitored food and cooling-room temperatures to support safe storage practices.
- Checked deliveries and accepted or rejected ingredients based on their condition.
- Maintained a clean, orderly, and sanitized kitchen environment.
Server - Morenas Mexican Cuisine - Mission Viejo, CA
(2022-09 - 2023-07)
- Recorded customer orders accurately and provided attentive service to support customer satisfaction.
- Recommended daily specials, promotions, and limited-time menu items to encourage additional sales.
- Resolved order and payment concerns professionally, escalating issues when appropriate.
- Processed customer payments and handled cash and credit-card transactions accurately.
- Contributed creative ideas for new restaurant menu offerings.
- Introduced customers to menu items and built positive, ongoing customer relationships.
Cashier / Customer Service - Wingstop - Rancho Santa Margarita, CA
(2021-01 - 2022-08)
- Greeted in-person and phone customers and provided courteous, efficient service.
- Entered orders accurately, maintained knowledge of menu items and promotions, and suggested add-on purchases.
- Processed cash, credit-card, and gift-card payments; verified customer age for alcohol purchases when applicable.
- Answered menu questions and recommended products based on customer preferences.
- Monitored order timing and checked order accuracy and presentation before handoff.
- Balanced the register at shift end and transferred funds according to store procedures.
- Kept front-of-house areas clean, organized, and stocked.
- Followed food handling, safety, sanitation, and uniform standards.
- Addressed customer complaints and referred issues beyond assigned responsibilities to management.
- Worked to ensure customers left with a positive impression of their Wingstop experience.
Cashier / Customer Service - Wingstop - Rancho Santa Margarita, CA
(2020-02 - 2020-06)
- Greeted in-person and phone customers and provided courteous, efficient service.
- Entered customer orders, explained menu items and promotions, and suggested additional purchases.
- Processed cash, credit-card, and gift-card transactions and verified age for alcohol purchases when applicable.
- Answered customer questions and made menu recommendations.
- Monitored order timing and verified order accuracy and presentation before handoff.
- Balanced the register and followed store procedures for cash handling.
- Maintained clean, organized, and stocked front-of-house areas.
- Followed food safety, sanitation, and uniform standards.
- Responded to customer concerns and referred complex issues to management.
- Helped create a positive customer experience through professional service.
Education
High School Diploma - Trabuco Hills High School (2011-08 - 2014-06)

