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.
Commercial HVAC/R Service Technician (2003-2008)
- 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.
HVAC Residential Technician (1995-1999)
- 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.
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Military Service West Palm Beach, FL
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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
EDUCATION 1986 Apex Technical School Oakland Park, FL1985 Hialeah Miami Lakes High School Hialeah, FL Technical: HVAC Systems, Light Refrigeration Equipment, Ice Machines, 100% Fresh Air Units, Restaurant Cooking Equipment, Commercial Dishwashing Equipment, VRF Systems, Kitchen Exhaust Systems, Novar EMS, Prostar, Emerson E-2 systems.
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
