Service Coordinator at Hoffman Mechanical Solutions (2023-09 – 2026-04)
- Manage up to (36) Service Technicians in (5) divisions. Eagerly took ownership of a newly created position for all of Eastern NC by assisting, supporting, & contributing to rapid growth of the company.
- Support & provide back up to other coordinators when needed
- Participate in an on-call rotation to provide & maintain the importance of our customer base & responsiveness.
- Consistently take into consideration the significance of establishing & maintaining positive relationships w/every interaction encountered, regardless of role or affiliation.
- Continue to earn respect & gain confidence from peers both internal & external.
- Tend to & anticipate the needs of the office & coworkers in various ways including ordering supplies, facilitating trainings & meetings, & receiving deliveries of large equipment.
- Create, collect required information, schedule, edit, remain current with following up, notating, & communicating updates
- Review & finalize work orders.
- Keep track of progress for startups & ensure required documentation is obtained & confirm site readiness.
- Provide support for the Preventative Maintenance Program including verification that all inspection reports are accounted for & available for the customer.
- Ensure information regarding customers, sites, billing, vendors, and/or equipment when observed or provided.
HVAC Equipment Quotations Developer at Ferguson Enterprises (2022-10 – 2023-09)
- Developed project estimates during bidding stage for industrial, commercial & multi-family buildings based on differing branch requirements for a coverage area of The United States, considering current product market fluctuations, & specialized environmental requirements/restrictions
- Reviewed plan sets, specification documents, & schedules while considering industry standards, geographical, & governmental regulations required to provide accurate take-off proposals
- Submitted, received, & templated vendor requests.
- Continued to educate myself & research every aspect of the HVAC industry any opportunity available to me.
- Specialized in: RTU/PKU, DOAS/MUA, SS/DSS, PTAC/VTAC, IAQ, & all associated factory/field installed & requested/required accessories.
Installation Supervisor & Lead Dispatcher/ CSR at Carolina Air Conditioning Co., Inc. (2020-04 – 2022-09)
- Efficiently & effectively managed a team of (15) technicians w/varying skill sets & specialties, while simultaneously overseeing, editing, & maintaining customer database.
- This task was performed while concurrently monitoring & finalizing completion of service, warranty, installation, startup, & preventative maintenance visits.
- Involved was coordinating appointments, reviewing, proofreading, making any necessary alterations to debriefing notes, invoices, & inspection/startup reports.
- Generated purchase orders, correctly coded & added costs to invoices.
- Priced, ordered, & tracked status of parts & equipment.
- Produced load calculations for installs.
- Handled last minute changes by prioritization & objective considerations based on the nature of the dynamic nature that correlates w/ the HVAC industry (while adapting to & navigating the unfamiliarity of a sudden global pandemic at the time.)
- Established precedence as an active & contributing participant within various roles within the company.
- Utilized any opportunity provided to expand my knowledge & growing interest in HVAC via formal continuing education, self-guided research, & peer collaboration.
Warehouse Supervisor/ Dispatch Coordinator at ITC Millwork (2018-10 – 2020-04)
- Was the central hub & primary point of contact for branch communication & operations w/ISRs, OSRs, vendors, contractors, builders, delivery drivers, billing, as well as Warehouse & Operations Managers.
- Ran daily operations for fleet of (5) vehicles, (2) lifts, & delivery crew of (5-15).
Warranty, Rebate, HVAC Installation Coordinator/Dispatcher/CSR at Rapid Repair Experts (2017-10 – 2018-09)
- Maintained consistent correspondence w/sales territory managers re: current promotions/rebates
- Supervised all HVAC, Plumbing, & Electrical trade's Dispatch Boards
- Streamlined organization & retention for internal & external vital documentation
Quality Assurance Specialist/Administrative Assistant at American Residential Services (2016-05 – 2017-10)
- Responsible for managing all incoming customer concerns through various platforms.
- Beginning w/ acknowledgement to resolutions, while providing transparent updates, maintained an active & crucial contributor in all processes.
- The ultimate desired goal of a positive resolution was achieved w/ every case I was included in.
- Initiated & spearheaded involvement in Duke Energy's HVAC Rebate Program. Solely established, trained, & monitored application process from start to finish
Jr. Accountant/Administrative Assistant/Payroll Clerk at Number Crunchers, Inc. (2005-08 – 2016-03)
- General Bookkeeping-monthly reconciliations, posting payroll, & creating invoices for an average of (10) businesses.
- Investigated, resolved discrepancies, & reconciled monthly statements promptly
- Prepared Federal & State Individual & Business tax returns.
- Accurately processed payroll & completed required accompanying filings w/ IRS, NCDOR, SOS, & ESC of NC prior to deadlines.
