Proactive and goal-oriented professional with an excellent and proven track record in customer relationship management. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
18
18
years of professional experience
Work History
Systems Compliance / Deficiency Sales Rep
Everon, LLC (Formerly ADT Commercial, LLC)
01.2020 - Current
Quote, sell, and process all deficiency repair work that has been identified during contracted Fire and Life Safety system inspections.
Full charge of Fire and Life Safety deficiencies.
Meeting monthly, quarterly and yearly Commercial Fire and Life Safety sales quota over-achievement.
Full charge of Fire and Life Safety NFPA inspection reports.
Quality Control for Building Reports system inspection reports.
Full charge of The Compliance Engine report submittals to the applicable AHJ and jurisdictions.
Estimating and generating proposals in Sales Pilot.
Integration of sold jobs including project management.
Reduced operational risks with proactive identification and mitigation of system vulnerabilities.
Led cross-functional teams in identifying gaps in existing processes, formulating action plans for continuous improvement initiatives related to systems and compliance matters.
Contributed to the development of a risk management framework, enabling the organization to better identify, assess, and mitigate potential vulnerabilities.
Boosted overall compliance by developing comprehensive policies and procedures aligned with industry best practices.
Supported merger and acquisition activities through due diligence efforts and post-acquisition integration.
Service Administrator
Cosco Fire Protection, Inc.
03.2015 - 10.2019
Creating new jobs and work orders.
Dispatching and scheduling as needed.
Purchase/material out orders.
Daily, month end, quarter end and year end billing (high volume).
Preliminary notices.
Certificates of Insurance.
In charge of National Accounts work orders and billings.
Collections and handling credit card payments.
Assisting Account and Project Managers with daily tasks.
Managed a high volume of service requests, prioritizing tasks to meet deadlines consistently.
Enhanced customer satisfaction by promptly addressing service inquiries and providing accurate information.
Facilitated clear communication between clients and technical teams through concise documentation and effective followups.
Coordinated with multiple departments to ensure timely delivery of services, improving overall effectiveness.
Implemented quality control measures resulting in a significant reduction in errors within the department.
Developed lasting relationships with customers, which helped to bring in additional business opportunities.
Contracts Administrator / Project Coordinator
Whillock Contracting, Inc.
01.2013 - 01.2014
Subcontracts and contracts.
Certificates of Insurance.
DVBE, DBE, ELBE,SLBE bid invites, subcontractors paperwork for contracts.
Placing ads for subcontracting opportunities; sending out bid invitations.
Ensuring weekly safety meetings are accounted for.
Attending bid openings (subcontractor and contractor bid packages).
Demonstrated proficiency in data entry, contract modification and billing.
Evaluated vendor performance against contractual obligations, recommending improvements as necessary.
Enhanced vendor relationships through clear communication and effective issue resolution.
Gathered information on subcontractor pricing for project development.
Contracts Administrator / Project Coordinator
Appleone
01.2013 - 12.2013
Subcontracts, contracts and AIA contracts.
Submittals. (Architect, owner's and subcontractors).
Change orders and owner change orders.
Letters of Intent.
Setting up temp services ie: temporary power, toilets, fencing, low-boys.
<ul><li>Assist in preparing Subs Annual Budgets and reviewing Subs financial reports.</li><li>Provide support and training to partners to ensure adequate support for the program component.</li><li>Conduct partner technical supportive supervision on request basis from Grants & Compliance teams.</li><li>Coordinate grantee proposal review process and ensure compliance with solicitations and donor regulations.</li><li>Coordinate pre-award evaluations and assessments of potential grantees as needed.</li><li>Analyze, verify and review grantees proposal budgets to ensure donor compliance and reasonableness.</li><li>Coordinate the assessment of grantee risk and implement appropriate systems and agreements to minimize risk.</li><li>Ensure timely and appropriate close-out of sub-grants and coordinate the close-out of EGPAF prime grants.</li><li>Provide support and training to partners finance staff to build financial and accounting capacity to ensure adequate support for the program component.</li><li>Monitor partners’ spending patterns as part of the overall project budget to actual analytics.</li><li>Follow up on Grantee monthly invoices & supporting documents</li><li>Serve as an expert on applicable policies, procedures, rules, and regulations and assist staff with their interpretation and understanding of these.</li><li>Stays abreast of donor policies, procedures, rules and regulations and host country legal requirements and informs local and regional management of significant changes.</li><li>Perform internal departmental/grants reviews ensuring compliance with Foundation and donor requirements. Identify potential areas of compliance vulnerability and risk; assists with the development of corrective action plans for the resolution of problematic issues; and provides general guidance on how to avoid or deal with similar issues in the future</li><li>Conduct on-site financial compliance reviews which include: cash counts; review of accounts receivables including employee receivables; documentation of segregation of duties and internal control structure; document storage and retention</li><li>Document findings, propose improvements or change as relevant, disseminate findings and ensure follow up implementation of recommendations as well as resolution</li><li>Conduct random surprise checks and vendor verification reviews to ensure proper procurement procedures are being practiced and report on findings</li><li>Develops an effective Compliance & Ethics training program, including appropriate introductory training for new employees as well as ongoing training for all employees and managers</li><li>Assists with improving the awareness and understanding of compliance to assist employees with the establishment of a “culture of compliance”</li></ul> at Elizabeth Glaser Pediatric Aids Foundation<ul><li>Assist in preparing Subs Annual Budgets and reviewing Subs financial reports.</li><li>Provide support and training to partners to ensure adequate support for the program component.</li><li>Conduct partner technical supportive supervision on request basis from Grants & Compliance teams.</li><li>Coordinate grantee proposal review process and ensure compliance with solicitations and donor regulations.</li><li>Coordinate pre-award evaluations and assessments of potential grantees as needed.</li><li>Analyze, verify and review grantees proposal budgets to ensure donor compliance and reasonableness.</li><li>Coordinate the assessment of grantee risk and implement appropriate systems and agreements to minimize risk.</li><li>Ensure timely and appropriate close-out of sub-grants and coordinate the close-out of EGPAF prime grants.</li><li>Provide support and training to partners finance staff to build financial and accounting capacity to ensure adequate support for the program component.</li><li>Monitor partners’ spending patterns as part of the overall project budget to actual analytics.</li><li>Follow up on Grantee monthly invoices & supporting documents</li><li>Serve as an expert on applicable policies, procedures, rules, and regulations and assist staff with their interpretation and understanding of these.</li><li>Stays abreast of donor policies, procedures, rules and regulations and host country legal requirements and informs local and regional management of significant changes.</li><li>Perform internal departmental/grants reviews ensuring compliance with Foundation and donor requirements. Identify potential areas of compliance vulnerability and risk; assists with the development of corrective action plans for the resolution of problematic issues; and provides general guidance on how to avoid or deal with similar issues in the future</li><li>Conduct on-site financial compliance reviews which include: cash counts; review of accounts receivables including employee receivables; documentation of segregation of duties and internal control structure; document storage and retention</li><li>Document findings, propose improvements or change as relevant, disseminate findings and ensure follow up implementation of recommendations as well as resolution</li><li>Conduct random surprise checks and vendor verification reviews to ensure proper procurement procedures are being practiced and report on findings</li><li>Develops an effective Compliance & Ethics training program, including appropriate introductory training for new employees as well as ongoing training for all employees and managers</li><li>Assists with improving the awareness and understanding of compliance to assist employees with the establishment of a “culture of compliance”</li></ul> at Elizabeth Glaser Pediatric Aids Foundation