Carlos Orta

I have been in the HVAC/R Trade for over 35 years, I have mentored and lead very successful teams to achieve their goals. I love developing new manager into great leaders. I hold a Florida CAC contractor license.

Carlos Ruben Orta

WORK EXPERIENCE

2024-2025 McCloskey Mechanical Contractors Inc. Orlando, FL Branch Manager (March 2024 to January 2025)

• Managed Day to Day operation with the Branch to include improving profitability of the service department.
• Directly involved in the hiring of all new office and field personnel.
• Directly involved with improving billing and setting standard for turnaround time from completion of service to billing the customer.
• Set and implemented Standard operating procedures for all technicians which resulted in the improvement in quality and workmanship. 
• Additional duties and accomplishments can be discussed in a one to one conversation.

2003-2024 Advanced Mechanical Services – A Helios Company Orlando, FL Director of Special Projects (Dec 2023 to March 2024)

• Review and manage all projects above 50k.
• Manage workflow to include planning, sourcing, installation, start up and close out of permits.
• Quality control on all installation projects.
• Manage profitability on all projects.
• Train and retain all technician part of the installation team.
• Develop and implement S.O.P for installation department.

Vice President of Field Operations (Jan 2023-Dec 2023) 

• Managed field operations for six states (FL, GA, TN, SC, NC, AL) including service, installations, and technical support for large projects. 
• Provided oversight for quality workmanship and responsible for P&L for all 6 states.
• Involved in recruiting efforts, forecasting, and the implementation of programs to promote technician retention. 
• Developed mentorship and training programs for new technicians. 
• Developed and implemented S.O.P. (Standard operating procedures) for Director of Field operations. 
  • In the process of developing a levels program, this program helps all technicians from entry level to Regional Service manager identify and acquire all skills needed to advance in all positions within the company. (PM/Helper technician, Jr. technician, HVAC technician, HVAC/R technician, Lead Technician, Senior Lead Technician, Field Supervisor, Service Manager and Regional Service Manager) This also included the development of hourly compensation and incentives. 

Director of Field Operations (2022-2023)

• Oversaw the field services team including service managers and service technicians. 
• Interacted with each district to identify areas of concern and consolidated plans to improve field productivity and process. 
• Collaborated alongside the President, executive team, office managers, field service managers, office team, and field service technicians to identify strategies to achieve company goals and ensure enforcement of policies. 
• Developed and implemented a train the trainer program. 
• Developed and implemented an 8 – 10-week training class to recruit and train candidates with a mechanical aptitude to become PM/Helper technician. Had 2 successful classes in 2023 with a total of 6 graduate students. 
• Developed and implemented S.O.P. (Standard operating procedures) for all Regional Service Managers. 

Regional Service Manager (2016-2022)

• Undertook the scheduling, quoting, and issuing of POs for larger scale jobs. 
• Responsible for interviewing, hiring, training, and conducting technician reviews. 
• Supervised on-site safety checks for all technicians.
• Managed work order profitably, technician profitably, tech support, and closing out of permits. 
• Developed and implemented S.O.P. (Standard operating procedures) for all Service Managers, Field Supervisors and Field Service Technicians. 

Service Manager (2008-2016) 

• In charge of running projects, technician management, tech support, training, on-site safety checks, and fleet management. 
• Assisted with technician reviews and mentorship. 

• Service and installation of commercial rooftop units and self-contained refrigeration systems. 

1995-2003 Service America Fort Lauderdale, FL 

Field Supervisor (1999-2003)

• Provided technical support for seven residential service technicians, a laundry technician, and three HVAC specialists. 

• Serviced residential HVAC systems and appliances for the South Florida area. 

1988-1995 Atlantic Coastal Restaurant Equipment and Repair Margate, FL 

Commercial Restaurant Equipment Technician 

• Serviced and installed various types of commercial restaurant equipment. 

Military Service West Palm Beach, FL

1985-1995 E-6 Staff Sergeant in United States Marine Corp (USMC) Reserves

● Gulf War Veteran

Military Achievements

• Navy Achievement Medal
• Combat Action Ribbon
• South-West Asia Service Medal
• Kuwait Liberation Ribbon
• National Defense Medal
• Saudi Arabia Liberation Medal

Software: Word, Excel, PowerPoint, Microsoft Teams, Zoom, Data-basics, Sam Pro, TechAnywhere

Management: Team Leadership, Service Management, Operations Management, Project Management, Contract

Management, Facilities Management, Customer Service, Troubleshooting, Team Building, Service Delivery, Customer

Experience, Outsourcing, Call Centers, Contract Negotiation, Process Scheduler, Budgeting

Communication: English (Native Language), Spanish (Fluent)

CERTIFICATIONS

• Florida Certified Air Conditioning Contractor License
  • CAC 1822053 – Advanced Mechanical Services a Helios Company(Active)
  • CAC 1822307 – Advanced Climate Solutions (Active) 
• OSHA 30 Certified 
• EPA Certified Universal 
• ACCA Proctor-EPA 608 Universal Testing 
• Click Safety -G3 Accident Investigation 

Graduated from technical school in 1988.