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)