Appointment setter/ Customer Service/ Cold Caller/ Telemarketer/ Point of Contact

Appointment Setter – Home Remodeling, HVAC & Solar Experienced in scheduling high-quality appointments for home improvement services, including remodeling, HVAC system upgrades, and solar energy solutions. Responsibilities included: Making outbound calls to homeowners and qualified leads. Presenting the value of remodeling, energy-efficient HVAC, and solar solutions. Identifying customer needs and determining interest and eligibility. Coordinating and setting confirmed appointments for in-home or virtual consultations with sales representatives. Following up on leads from various marketing sources to maximize conversion rates. Maintaining accurate records of interactions and appointments using CRM tools. Skilled in building rapport quickly, handling objections, and creating a smooth handoff to the sales team. Focused on lead quality, appointment turnout, and supporting revenue growth.

Assist customers with inquiries related to loan applications, approvals, documentation, and disbursements via email and support channels. Review and verify submitted documents for accuracy and completeness in line with loan processing guidelines. Coordinate with internal departments such as underwriting, credit, and disbursement teams to resolve customer issues. Maintain accurate records of customer interactions and loan processing updates in the system. Respond to email tickets in a professional, clear, and concise manner while meeting service level agreements (SLAs). Identify recurring issues or bottlenecks in the loan process and escalate as necessary to improve efficiency.

Act as the primary point of contact for clients, addressing service inquiries, complaints, and scheduling needs. Schedule and coordinate pest control service appointments and meetings with residential and commercial clients. Lead and support a team of field agents, ensuring they are informed, equipped, and prepared for each job. Monitor daily operations and resolve any issues that may impact service delivery. Communicate effectively with internal departments and clients to ensure service standards are met. Maintain accurate records of schedules, service reports, client feedback, and team performance. Provide training and guidance to agents to ensure compliance with safety and quality protocols.