Sales Consultant Customer Service

David Balamut

**** *. **** ** #**, Phoenix, AZ **018 Cell 602-***-**** Email: ************@*****.***

Professional Experience

Zenernet Solar, Kansas City, MO

-Solar Sales Consultant 4/2022-present

Responsibilities: Responsible for originating residential solar systems. Consulting with clients about their current and future energy needs to help them achieve their long term financial and environmental goals. Establishing an ongoing service relationship with clients. Building and maintaining a referral base. Educate and close perspective customers. Successfully manage and overcome customer objections. Develop and maintain excellent customer service relationships.

Major activities: Interviewing clients and gathering information pertaining to their unique energy, environmental and financial situations, needs and objectives. Evaluating various loan programs and affordable financing options from a broad range of payment options. Educating and advising clients on the solar process and taking them from application to installation and future service. Assure customers are educated fully on making the right choices regarding the solar energy needs. Assisting clients through the solar process from application to closing and troubleshoot any transaction issues.

Accomplishments: Consistent month to month growth hitting or exceeding quota increased number of sold systems with maximum profitability for company, proficient in using Salesforce, hubspot, seamless, as well as mircosoft suit.

United Road, Plymouth, MI 3/2019-4/2021

-Logistics Sales Consultant

Responsibilities: Reviewing and contacting several hundred large accounts (B2B) to determine need and provide logistic solutions.

Major activities: Day to day review of all account, to ensure client satisfaction. Interacting with dealer and fleet managers across the country to gain understand of transportation need and provide timely and accurate delivery. Reviewing photos and reports to verify accuracy. Communicating with dispatchers and drivers to help them gain more independence and ensure client satisfaction.

Accomplishments: I have occupied several positions with the company and have taken on more responsibility and increased visibility within the company. Consistent month to month growth in volume and increase in productivity.

Sungevity Solar, Kansas City, MO

-Solar Sales Consultant 3/2015 -10/2018

Responsibilities: Responsible for originating residential solar systems. Consulting with clients about their current and future energy needs to help them achieve their long term financial and environmental goals. Establishing an ongoing service relationship with clients. Building and maintaining a referral base. Educate and close perspective customers. Successfully manage and overcome customer objections. Develop and maintain excellent customer service relationships.

Major activities: Interviewing clients and gathering information pertaining to their unique energy, environmental and financial situations, needs and objectives. Evaluating various loan programs and affordable financing options from a broad range of payment options. Educating and advising clients on the solar process and taking them from application to installation and future service. Assure customers are educated fully on making the right choices regarding the solar energy needs. Assisting clients through the solar process from application to closing and troubleshoot any transaction issues.

Accomplishments: Consistent month to month growth hitting or exceeding quota increased number of sold systems with maximum profitability for company, proficient in using Salesforce, hubspot, seamless, as well as mircosoft suite

Bank of America, Sunrise, FL/Chandler, AZ

-Loan Officer/ Underwriter 3/2009 -2/2015

Responsibilities: Responsible for originating retail mortgage loans. Consulting with clients about their current and future needs to help them achieve their financial goals. Establishing an ongoing financial services relationship with clients.

Interviewing clients and gathering information pertaining to their unique financial situations, needs and objectives.

Major activities: Interviewing clients and gathering information pertaining to their unique financial situations, needs and objectives. Conducting credit, underwriting and financial analyses and qualifies the client for various loan programs. Evaluating various loan programs and affordable financing options from a broad range of home loan products. Educating and advising clients on the mortgage process and how to better manage their mortgage(s).

Assisting clients through the loan process from application to closing and troubleshoot any transaction issues.

Accomplishments: Consistent month to month growth and increased number of closed loans as well as bottom line increases top 3% in production

Main Street Lending LLC, Scottsdale, AZ

-Managing Partner 11/2005-12/2008

Responsibilities: Overseeing branch operations, Originating and processing mortgage loans.

Major activities: Hiring, training, motivating and evaluating loan officers. Responsible for all state banking and company compliance. Meeting with clients, evaluating client needs, sales and negotiations with clients and lenders, processing loans, closing and generating prospect referrals.

Accomplishments: Consistent month to month growth and increased number of closed loans as well as bottom line increases.

Star Equity Funding, Scottsdale, AZ

-Branch Manager 1/ 2004- 11/2005

Responsibilities: Overseeing branch operations, Originating and processing mortgage loans

Major activities: Hiring, training, motivating and evaluating loan officers. Responsible for all state banking and company compliance. Meeting with clients, evaluating client needs, sales and negotiations with clients and lenders, processing loans, closing and generating prospect referrals

Accomplishments: consistent month to month growth and increased number of closed loans as well as bottom line increases

Thunderbird, the American Graduate School of International Management Glendale, AZ

Masters in Business Administration in International Management Aug 2003

University of Michigan Ann Arbor, MI

Bachelor of Arts in Business Administration Jan 1990

Project Management Professional Phoenix, AZ Certification from the Project Management Institute Aug 2003

Accredited Purchasing Practitioner Phoenix, AZ Certification from the Institute for Supply Management Sept 2003

Contact this candidate