Accomplished Project Manager with a proven track record at WESCO Distribution, enhancing project efficiency by 30% through expert scheduling and problem-solving skills. Renowned for exceptional customer service and interpersonal abilities, adept at managing high-volume calls and complex project coordination. Prioritizes organizational effectiveness and team collaboration, ensuring project success and client satisfaction.
-Schedule kickoff meeting with customer & local sales/operations team
-Create sales orders & supplier PO’s then send order -acknowledgments to customers & POs
to suppliers
-Review approved submittals for changes to the quote. If gear, send to quotes specialist to make
changes & to release the project.
-Complete & distribute billing summaries for customer
-Track material shipments & update customer weekly on project status (OSR)
-Manage material brought into Warehouse, track & resolve discrepancies
-Create & track customer change orders & customer PO revisions (C@E Software)
-Pay supplier invoices & balance PO Log
-Invoice customers & balance to customer PO value
-Completes project close out packages & distribute to customer & FS
-Coordinates supplier RMAs
-Coordinates all warranty issues
-Coordinate final lien waivers
-Manage projects warranties on completed projects
-Respond to customer emails in a timely manner
-Check in with assigned Sales Rep & customer weekly
-Creates DPCs on new Projects
-Create Submittals for the Sales Rep/PM running the project to distribute to customer for approval
-Create O&Ms and warranties for PM Team
-Set up new suppliers
-Step in to assist PM's when needed by updating status reports
-Answer phone calls in a knowledgeable, courteous & professional manner
-Assist walk in customers with their concerns or problems by utilizing our agency database to find entity information
-Scanning documents into the appropriate status queue
-Knowledge of policies, rules, regulations & fees
-Maintain proficient knowledge on Notary Law & Business Entities, filing requirements, forms & fees
-Walk customer through online business filing sites
-Data entry
-Ability to direct customers to the correct division
-Process Entities for LLC's, Corporations, Sole Proprietors, & Notaries
-Issue business licensing once the filing has been processed
-Accept cash, checks & credit cards
-Issue change when necessary
-Balance my register
-Answer phone calls in a knowledgeable, courteous & professional manner
-Assist walk in customers with their concerns or problems by utilizing our agency database to find entity information
-Scanning documents into the appropriate status queue
-Knowledge of policies, rules, regulations & fees
-Maintain proficient knowledge on Notary Law & Business Entities, filing requirements, forms & fees
-Ability to direct customers to the correct division
-Answer phone calls in a knowledgeable, courteous & professional manner
-Assist customers with their concerns or problems in research utilizing our agency database to find entity information
-Knowledge of policies, rules, regulations & fees
-Maintain proficient knowledge of Notary Laws & Business Entities, filing requirements, forms & requirements
-Ability to direct customers to the appropriate division
-Walk customers through online filing system
-Customer Service Professional
-Interpersonal Skills
-Flexibility
-Personable Client Relations
-Data Entry
-Workload Management
-Organizational Effectiveness
-High Volume Call Experience
-Project Management
-Scheduling
-Problem Solving
-Computer Skills
-Time Management
-Typing Speed
-Team Coordinator
-Project Tracking