Jonathan Rhoden Lozano

Cold call loan officers and realtors to offer them the opportunity to become a branch owner as well recruit loan officers. Following up via phone, email, and text to move prospects through the pipeline. Provide NLMS licensing instructions and guidance for taking the pre-licensing preparation course and apply discount codes. Conduct presentations on Microsoft Teams or by phone to potential branch investors or loan officers to provide them information about the total cost of the branch ownership, commission structure, wholesale lenders information, in-house loan processing fees, additional fees (underwriting, credit report, appraisal), loan officers compensation plan, loan products, leads breakdown, payroll information and clarifying inquiries. Send contracts. Schedule onboarding meetings for new branch owners and loan officers that joined the company.

Coordinator for the brokerage. Contact potential home buyers or sellers to walk them through an interview to determine if they are qualified candidates to speak with a licensed real estate agent in order to begin their process of buying, selling or rent residential or commercial properties as well land on the market. Provide support to 3rd party brokerages (Lead Genius). Connect property owners with cash buyers (iBuyer company - Barrington Acquisitions). Generate leads. Advise clients about foreclosures, auctions, short sales, fix & flip properties, rehab properties, mobile homes, rent-to-own, section 8 vouchers, first time home buyers program, VA loans, mortgages, USDA loans, leasings. Reassign agents to removed referral clients as well stalled referrals. Engaging with clients via SMS. Handle multiple tasks at the same time inbound, outbound and chats.

Call potential customers from several power companies to set up virtual or in house technician appointments in order to perform a solar energy consultation (cold calling). Lead generation on smart sheet. Clarify any inquiry about the solar energy system equipment (solar panels tier 1 & tier 2, inverters and battery backups) as well installation services on their roof or outdoors, isolation services and trimming services. Provide information about the net metering program as well the inflation reduction act. Reschedule appointments. Send marketing emails to potential customers with information of the net metering program as well with the appointment confirmation details. Schedule call backs for potential customers and follow up with them via SMS or email. Cancel appointments. Keep a track of warm leads (no show, unconfirmed, cancelled).

Troubleshoot modems, receivers (tv cable boxes), tv remote controls, DVRs (digital video recorders), panoramic wifi pods (wifi extenders) and landline services. Also swap modems, schedule, reschedule or cancel technician visits, activate several type of devices, update information of the devices, reboot the signal sent from the facilities, upgrade internet packages, perform broadband speed tests, scan signal packet loss, educate the customers about self-service options (cox app, cox.com website & cox chat), sell protection plans insurances (cox complete care), issue credits (refunds), provide billing information, offer promotions, sale tv premium channels (HBO Max, Showtime, Starz & Cinemax), modify and update personal information of the customer´s account, provide self-installations support, set up multi dwelling unit specialist appointments, replace tv remote controls, establish in contact with 3rd party service providers , sale several types of products and services

Approve refunds, overwrite exceptions, handle escalations from all over the world of upset customers and offer them alternative solutions to solve their complaints, provide support to another agents by chats, track lost packages, contact UPS & USPS for tracking information, place replacements, contact third party sellers, verify stock products. Provide technical support to any customer who needs help to download Games Codes, request refunds, troubleshoot games issues, cancel digital subscriptions. Update softwares, request replacements, resend digital books, provide instructions to download the books, request refunds, replace orders.