Jul 2022 – Sep 2024 · 2 yrs 2 mos · Remote

• Successfully led and managed a range of solar power construction projects, serving as the primary liaison between homeowners and internal teams. Ensured consistent on-time and within-budget project completion, achieving a 15% reduction in project duration SLAs. Effectively handled a high-volume workload of 180-200 projects simultaneously, consistently exceeding client expectations and maintaining high-performance metrics. Dedicated support throughout the solar installation process ensured seamless execution and high customer satisfaction.
• Played a key role in dealer management, including onboarding and training dealers on SunPower tools, reports, financial processes, and dealer agreements. Managed amendment workflows with adherence to established cycle times for efficient processing. Coordinated and collected necessary documents for dealer activation on the Salesforce platform, monitored dealer licenses and insurance expirations to ensure compliance, and addressed quoting restrictions proactively.
• Additionally, facilitated effective communication with dealers to secure timely approvals of payment milestones and resolved system issues reported by dealers. Streamlined processes and upheld rigorous compliance standards, contributing significantly to operational efficiency and the overall success of projects.

Apr 2022 – Sep 2022 · 5 mos · Austin, Texas, United States

• Serves as primary liaison between the hospital and patients, physicians and other community partners to support the care experience.
• Establishes and operates the concierge program that support patients who travel from out of town for their care
• Sets up and maintains systems that support a cohesive, coordinated and efficient care experience for patients
• Coordinates travel logistics, medical records and appointments with key stakeholders as it relates to the care of the patient at St David's Medical Center
• Works with outreach, physician relations, in-market, and out-of-market providers/hospitals to ensure program capabilities and services are known
• Prepares regular reporting on the success of the programs
• Project planning and implementation with new HIPEC and DIEPs Cancer Programs
• Agenda plan council meetings to drive program development and improvement
• Asseses barriers to cancer treatment within program development

Aug 2020 – Mar 2022 · 1 yr 7 mos

• Support the BOI Program Manager in the development and operations of BOI programs. Owns and manages a timeline for practice onboarding to CSCA. Coordinates data needs and workflows, working with enterprise and local data teams. Facilitates onboarding meetings for physician engagement and training. Facilitates in conjunction with BOI Program Manager onboarding meetings for workflows for BOI.
• Serve as point of contact and tracks all documentation needed during the onboarding process for all determined workstreams. Develops training material for new hires to BOI team. Facilitates training and procures necessary documentation. Assist and support BOI Program Manager and Program Director on projects as needed.

Apr 2018 – Apr 2020 · 2 yrs

• The American Cancer Society is the nationwide community-based voluntary health organization dedicated to eliminating cancer as a major health problem by preventing cancer, saving lives, and diminishing suffering from cancer, through research, education, advocacy, and service.
• Improved front line specialists via quality assessment, coaching programs and staff development; aided in the identification and delivery of continuing education needs for specialists. Served as a center-wide leadership point of contact when Team Supervisors or other Management level personnel were unavailable.
• ➢ Notable Accomplishments:
• Assisted with the development of the NCIC Coaching & Development program continuing education programs; implemented strategies to develop assigned team members
• Led training and continuing education modules for NCIC staff as needed (e.g. Quality expectations, Call handling processes); identified and recommended examples of calls for use in training, coaching, feedback and ACS promotional / educational scenarios
• Took ownership towards the resolution of escalated call situations; performed quality call monitoring of telephone calls, email and chat engagements

Jan 2018 – May 2018 · 4 mos

• Assisted cancer patients with achieving the best possible health outcome through the delivery of American Cancer Society patient programs.
• ➢ Notable Accomplishments:
• Collaboratively troubleshot challenging requests to find viable solutions for volunteer coordinators, vendors, and program partners in fulfilling patient requests
• Exercised independent judgment and discretion to resolve urgent and/or complex issues.

Oct 2017 – Apr 2018 · 6 mos

• Developed and maintained strong working relationships with patients, field staff, volunteers, and health care systems; provided health insurance assistance and resource or program information, as well as case management; assisted in hiring process by providing feedback to hiring manager regarding interaction with new hire candidates.
• ➢ Notable Accomplishments:
• Promoted to Outbound Case Management role within a year with increased responsibility for maintaining and organizing high number of case loads in regards to patient needs, including advocating for needed services and entitlements; obtaining additional resources; intervening in crises; providing personal support.
• Removed barriers to care that enabled patients to complete treatment protocol and connecting them to appropriate resources

Nov 2016 – Oct 2017 · 11 mos

• Served as Ambassador for ACS to new hires and in-house employees
• Participated in pilot program for multi position team
• Developed and maintained strong working relationships with patients, field staff, volunteers, and health care systems
• Responsibilities included providing health insurance assistance and resource or program information, as well as case management
• Helped patients complete treatment protocol by removing barriers to care and connecting to appropriate transportation, lodging and other resources
• Systematically researched options and provides patients, caregivers and families with information regarding ACS programs and services, and other local and national cancer-related resources
• Coordinated ACS transportation, lodging and support programs
• American Cancer Society/NCIC Ambassador (since My 17,2017)
• Educated new candidates about positions upon in-house interview.
• Assisted in hiring process by providing feedback to hiring manager regarding interaction with new hire candidates.

Nov 2014 – Nov 2016 · 2 yrs · Austin, Texas Metropolitan Area

• Organized office operations and procedures; verified Medicare insurance and claims billing; compiled medical documentation for law offices; reviewed and approved supply requisitions
• ➢ Notable Accomplishments:
• Promoted to Office Manager within two months: assisted with integrating one office practice with another established practice; designed filing systems; participated in local outreaches
• Functioned as patient advocate during the examinations and use of therapeutic equipment
• Served as in-house trainer for staff on proper biomechanics, therapy interventions, and chiropractic care
• Provided tech support, set up work stations and troubleshot computer issues (software and hardware)

Sep 2014 – Sep 2015 · 1 yr · Austin, Texas Metropolitan Area

• Provide health screening services to include finger-stick, blood pressure, body composition, height/weight, waist circumference, bone mineral density, and health coaching.
• Present health educational programs, awareness tables and educational materials.
• Ability to work in a fast paced environment

May 2014 – Aug 2014 · 3 mos

• Support consumer home networking with Apple Base Stations (Airport Extreme, Airport Express, Time Capsule) and Apple TV (2nd and 3rd generations).
• Chosen from 100+ CPU Advisors for specialized training.
• Extensive product knowledge and troubleshooting abilities.
• Partner with customers to maximize the efficiency of their home networking needs.

Aug 2013 – May 2014 · 9 mos

• Provide unparalleled customer service and enrichment to the digital lifestyles of Apple customers.
• Provide complete and appropriate technical solutions for Mac users.
• Troubleshoot simple to complex issues, adapting to a variety of skill levels through a positive, analytical, and informative approach.
• Educate customers about Apple’s support options, online tools, and self-help or tutorial training resources.
• Document and log calls for ongoing professional relationships with customers.
• Trained in account management support tools
• Consistently meet and exceed metric requirements with 100% customer satisfaction.
• Mentor new CPU technical advisors

Jul 2011 – Jul 2013 · 2 yrs · Round Rock, Texas

• Actively manage patient charts ensuring that all pertinent information is accounted for
• Assist with patient scheduling, registration, and daily reminder calls
• Effectively manage daily records of all patients that are seen and enter that data into therapy Smart Notes program
• Interfaced with managers and staff from three different departments to collaborate on how best to streamline our operation process of patient experience and how to best decrease no show and cancelled appointments
• Research patient access files as well as clinical history of patient using hospital information system
• Extensive phone interaction with doctor offices and insurance companies

Dec 2008 – Apr 2011 · 2 yrs 4 mos · Georgetown, Texas

• Assisted with marketing outreach and promotional programs
• Developed and executed special events with customers (such as boot camps)
• Generated quality daily and monthly sales/ audit reports to submit directly to management
• Created monthly collection reports for delinquent accounts by using Quick book and excel to research these
• Charged with training new sales staff