David L. Basa
Castro Valley
Summary
I am interested in a position where I can increase my leadership abilities through regularly encountering and solving problems, managing workload and meeting targets. Resourceful professional in the energy efficiency sector known for productivity and efficient task completion. Skilled in conducting thorough energy audits, identifying cost-saving opportunities, and implementing sustainable energy solutions. Strong analytical abilities, adept at problem-solving and data analysis, enhance performance in optimizing energy consumption. Excel through communication, teamwork, and adaptability, ensuring successful project outcomes and stakeholder satisfaction.
Overview
14
14
years of professional experience
Work History
Sr Energy Advisor
CLEAResult
Oakland
11.2022 - 02.2025
- Answered inbound calls and emails in regard to program eligibility
- Schedule appointment with customers in regards to eligibility and assessments
- Provide recommendations on potential energy efficient upgrades based on need and eligibility
- Process requests and schedule various sub-contractor teams
- Review enrollment documentation and other customer eligibility criteria
- Provide support to contractors in regard to issues and energy usage
- Assist in ongoing refinement and enhancement of processes and reporting
- Assisted in overseeing a small Energy Advisor Team of 4 in respect to schedules, ongoing work loads and training
- Temporarily overseeing ESA Whole Home Energy Advisors
Energy Auditor II
Franklin Energy
Oakland
05.2021 - 10.2022
- Schedule appointment with customers
- Work with customers via smart phone to determine current equipment
- Provide recommendations on energy efficient upgrades to be performed with in home
- Process requests and schedule with sub contractor teams
- Review applications across multiple platforms to ensure accuracy in accordance with program, health and safety compliance
- Review energy models to ensure program compliance
- Process payment to vendor systems
- Provide support to contractors related to job submittal and incentive processing
- Identify possible contractor challenges and communicate with engagement team for resolution
- Review contractor program enrollment eligibility
- Assist in ongoing refinement and enhancement of contractor training
- Work with IT personnel on the development and maintenance of IT systems to support QA performance and system improvement
- Prepare, execute, monitor and report on project and program activities related to desktop review
Sr Project Associate Desktop Review
Build it Green/Franklin Energy
Oakland
04.2015 - 05.2021
- Review applications across multiple platforms to ensure accuracy in accordance with program, health and safety compliance
- Review energy models to ensure program compliance
- Process payment to vendor systems
- Provide support to contractors related to job submittal and incentive processing
- Identify possible contractor challenges and communicate with engagement team for resolution
- Review contractor program enrollment eligibility
- Assist in ongoing refinement and enhancement of contractor training
- Work with IT personnel on the development and maintenance of IT systems to support QA performance and system improvement
- Assisted in overseeing and provided ongoing training to a small team of 10
- Prepare, execute, monitor and report on project and program activities related to desktop review
- Received various trainings as it pertains to residential and commercial building science
Contract Liaison
Honeywell International
Foster City
12.2013 - 04.2015
- HVAC contractor account management of 35+ HVAC contractors, recruiting, training and support of enrolled contractors
- Attend industry events, tradeshow and outreach opportunities to promote contractor participation
- Responsible for maintaining current business and managing growth created by contractor enrollment
- Conduct progress analysis on all assigned Contractors and provide detailed reports to the team
- Responsible for training and educating contractors on program value
- Relationship building with local contacts within the commercial HVAC industry
- Serve as technical resolution resource for contractors and local team(Sales force)
- Generate/maintain various reports via Excel
Admin Assistant / Customer Support Specialist/Project Coordinator
Honeywell International
Foster City
10.2011 - 12.2013
- Processed more payment applications in a two-week period than the whole of 2012/2013 combined
- Recognized by the district for contributions/support given to three concurrent programs
- Developed the workflow process for both contractors and Customer Service Specialists for efficient application intake and rebate processing
- Scheduled Quality Control inspections with company technicians and customers
- Created a tracking system for employees to monitor marketing collateral
- Performed QA/QC audits on program documentation for the PGE Commercial, Residential HVAC QM and Smart Thermostat Programs to ensure validity and accuracy
- Served as main office IT support, including website updates, software installation and training, and IT support for customers and clients
- Experience with agenda management, including scheduling for appointments, meetings, conferences, and travel arrangements
- Assess various software for improvement, with recommendations leading to the elimination of unnecessary steps in program processes
- Provides routine to moderately complex administrative support for the operations and procedures of the department
- Organizes and maintains files, correspondence and records
- Handles and frequently accesses highly confidential and sensitive information
- Prepares special reports that require gathering, comparing and summarizing data
- Initiates follow-up on any outstanding issues
- Receives and screens telephone calls and all correspondence and visitors
- Acts as the department's office resource for word processing and spreadsheet application
- Answers program specific questions and provides assistance, information or support according to program guidelines, policies, procedures using discretion for matters pertaining to confidential or sensitive information
- Determines when to appropriately refer inquiries, requests or issues to managers or department staff members and follows up to ensure resolution on behalf of manager or department
- Track department expenditures
- Escalates issues to Department Manager if resolution is not found
- Performed a multitude of other office related duties including purchasing, organizing and arranging marketing/training materials
Customer Services Clerk
Kaiser Permanente
Oakland
05.2011 - 10.2011
- Maintained satisfied customer relationships by listening carefully with customers on their issues and providing advice and assistance as necessary
- Utilized problem solving skills to identify issues and clearly explaining procedures to resolve them
- Participated in educational opportunities to improve work skill set
- Processed opt out requests and updated customer database for Medicare Administration well within assignment parameters
Skills
- PC Building (hardware/software)
- Energy efficiency
- Customer service
- Contractor support
- Team leadership
- Process improvement
- Communication skills
- Appointment scheduling
- Problem resolution
- Utility bill analysis
- Carbon footprint reduction
- Transportation electrification
- Green building standards
- Building performance analysis
- Energy policy
- HVAC system optimization
- Energy education programs
- Proficient in : Microsoft Office
- Proficient in :Adobe
- Proficient in :Lotus Notes
- Proficient in :Energy Insight
- Proficient in :VRS
- Proficient in :Concur
- Proficient in :Sales Force
- Proficient in :MAS90
- Proficient in :Energy Pro
- Proficient in :Snugg Pro
- Proficient in :Cake
- Proficient in :Optimiser
- PC Maintenance
Timeline
Sr Energy Advisor
CLEAResult
11.2022 - 02.2025
Energy Auditor II
Franklin Energy
05.2021 - 10.2022
Sr Project Associate Desktop Review
Build it Green/Franklin Energy
04.2015 - 05.2021
Contract Liaison
Honeywell International
12.2013 - 04.2015
Admin Assistant / Customer Support Specialist/Project Coordinator
Honeywell International
10.2011 - 12.2013
Customer Services Clerk
Kaiser Permanente
05.2011 - 10.2011
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