Permit Technician

• May 2023 - Present

Building Permit Technician

• Mar 2023 - May 2023

Working in the Building and Safety department to serve developers, contractors, homeowners, and other members of the public with permitting services while at the counter and by telephone. * Minor plan checking and issuance of permits over the counter (repipe, water heaters, EV Chargers, HVAC) * Assisting public with any questions they may have pertaining to the permit process. Providing appropriate city required documents for residential and commercial projects * Creating and issuing permits * Maintaining and updating building permit applications, logging in plan checks received by the Building Inspection Division. * Calculating fees, permit-related monetary transactions, accounts receivable coding, billing inquiries, and invoicing. * Various administrative duties such as answering phones, writing correspondence, filing and responding to email inquires promptly * Accounting duties such as reporting, billing, and accounts receivable tasks Show less

Permit Technician

• Apr 2021 - Mar 2023

Reviews permit applications for completeness. Intake of construction plans and necessary documents for permit processing. Calculates and collects fees for plan check, building, plumbing, mechanical, electrical, and other types of building permits. Enters information and maintains the City’s building permit system. Reviews permit applications for completeness. Intake of construction plans and necessary documents for permit processing. Calculates and collects fees for plan check, building, plumbing, mechanical, electrical, and other types of building permits. Enters information and maintains the City’s building permit system.

Customer Service Representative/Pipeline Coordinator

• Apr 2019 - Apr 2021

Works closely with property owners to obtain information needed to apply for PACE financing. Assist with the application relating to the financing of energy efficient upgrades and water conservation measures to their homes and businesses. Speak with mortgage companies and realtors to advise how this assessment is tied to homeowners property taxes. Responsibilities: Provide customer service support to property owners and contractors applying for financing. Work directly with underwriting team to answer any incoming calls and complete recorded compliance calls. Work directly with contractors, sales reps, and property owners during all application stages to provide support and issue resolution. Assist with identification verification for property owners. Assist in pipeline support prior to funding. Translate complaints for the compliance team to Spanish Assist with manual/E-recordings for counties in California Order inspections prior to closing loan Show less

Account Services Representative

• Jul 2018 - Apr 2019

Assists clients with requests related to their account. Very detail-oriented with effective communication and organizational skills. Adapt quickly to constant changes and strives to exceed customer satisfaction. Responsibilities include:Modify/create new packages that will meet client’s needs.Run Excel reports for account needs Create or deactivate user login credentials.Understand and provide accurate information on products and services.Prepare/analyze/provide customized reports as requested.Maintain account information using Salesforce.com.Provide support and assistance to clients for all invoice questions.Troubleshoot and problem solve.Handle and successfully resolve client escalations.Very skillful in formulating solutions while making difficult decisions.Identify and suggest best solutions.Conduct some new user trainingManaging 500+ accountsHelping with account setup/configurationExplaining legal documents/contractsHandling invoice inquiries Assist with audit reports Show less

Customer Service Representative

• Nov 2016 - Jul 2018

Access packages/searches in the system to determine what type of information or documentation is needed. Send emails or make outbound calls (using appropriate templates) to candidates and/or clients to request for information or documents. LiveChat Perform data entry and necessary transactions in the system. Prepare background check reports for mailing - fold reports, place in envelopes and affix correct address label on the envelopes. Perform other duties and responsibilities as assigned. Show less