Customer Service Sales

Lisa R. Bartlett

***W.Country Club Dr.Henderson, NV 89015

ResidencE: 702-***-**** Cellular: 702-***-**** E-mail:

abjk3u@r.postjobfree.com

summary Banker, auditor and training professional with 13

years' experience planning, coordinating and

conducting investigations. Strengths include

unsurpassed attention to detail, instructional

system development, and delivery of programs and

processes to diverse internal and external

audiences. Supported a regulated public utility

enterprise. Managed a $400,000 budget.

Professional 2007-PRESENT WELLS FARGO BANK, HENDERSON, NV

Experience Business Banking Specialist

Responsible for providing a full range of business

banking services to customers with an emphasis on

business products. Targets home based and mobile

businesses in the Henderson area. Actively

cross-sells additional business products such as

loans and cash management products through

referrals to partners. Outbound calls made to

existing and non existing customers with the goal

of acquiring 100% of the customers' financial

services business. Develops and maintains

relationships with Wells Fargo partners to maximize

sales opportunities. Certified as a personal

banker and business banking specialist.

Ranked #1 in business sales in Southern Nevada

Approximately $750,000 submitted business loans in

Q1

2005-2007 Beazer Homes, Las Vegas, NV

Land Administrator and Utilities Coordinator

Responsible for entitlement process from project

initiation to construction; Dry utility

coordination and field checking projects;

Maintaining up to date dust permits; Scanning,

tracking and ordering plans through the

reprographic company; Making recommendations for

electric and water meter locations and requesting

meters. Reviewing, distributing and communicating

plan specifics to office and field personnel.

Ensuring plan accuracy.

Collected $250,000 in utility refunds.

Presentation to builders of the utility

coordination process.

2002-2005 Nevada Power Company, Las Vegas, NV

Energy/Educator

Planned, coordinated and conducted demand-side

management deliverables supporting non-profit grant

rebates, builder seminar support, residential and

commercial customer education. Taught energy

efficiency and conservation to first time

homebuyers. Company liaison.

Communicated program specifics to Southern Nevada

non-profit agencies; effected $75,000 award to 19

organizations saving $314,000.

Partnered with and presented Department of Energy,

The City of Henderson, The Nevada Small Business

Development Center and Wells Fargo energy seminars.

Resolved complex difficult customer service issues;

including complaints directed to executive

management.

2000-2002

Energy Consultant

Led energy complaint response and field

investigation efforts to validate energy usage.

Gave tips and specific recommendations to reduce

energy consumption.

Routinely investigated customer complaints,

validated concern, and ensured proper billing.

Enhancing satisfaction and goodwill.

Inspected residential and commercial properties,

made energy efficient recommendations resulting in

decreased energy consumption and low bills.

1997-2000

New Construction Project Coordinator and Utility

Designer

Determined most cost effective source of power.

Coordinated electrical service requirements with

design facilitator. Determined primary and

secondary cable requirements and conducted flicker

and voltage calculations

Developed infrastructure for new custom homes and

commercial projects.

Collaborated with senior project coordinators,

contractors and government liaison; ensured

specific timelines and milestones were met.

1995-1997

Meter Reader/Customer Service

Read 12,000 meters monthly under austere

conditions. Ensured accurate and timely billing to

residential and commercial customers. Branch office

billing and receiving representative. Company

telephone services operator.

Maintained a 100% meter reading accuracy rating

throughout the year.

Established new services and monitored and

maintained existing accounts. Managed and

controlled accounts receivable.

Resolved over 100 inquiries and billing complaints

daily.

Education

BA, BUSINESS MANAGEMENT

TECHNICAL SKILLS

UTILITY DESIGN SYSTEM

TECHNICAL TRAINING

AUTOCAD, HOME ENERGY SERVICES CERTIFICATION, HOUSES THAT WORK

SEMINAR, ENERGYSMART SCHOOLS, MICROSOFT PRODUCTS, WORD, EXCEL,

OUTLOOK

Professional Development

FACILITY OPERATOR CERTIFICATION FOR UTILITY SYSTEMS

Honors

NATIONAL ENVIRONMENTAL PROTECTION AGENCY ENERGY STAR AWARD,

AGENT-MODEL-MARKETING AND ADVERTISEMENT

Activities

FINAL ROUND JUDGE- FUTURE CITIES COMPETITION, ENERGY STAR

COMPETITION, CHRISTMAS IN APRIL

Associations

NEVADA FOCUS ADVISORY BOARD

organizations

MEMBER OF THE SOUTHERN NEVADA ENERGY STAR PUBLIC RELATIONS

COMMITTEE, MANAGEMENT ASSISTANCE PARTNERSHIP

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