Dani Bartle
Shickshinny,PA
Summary
Detail-oriented team player possessing strong organizational and communication skills with 6+ years of experience in the commercial HVAC industry. Ability to handle a multitude of substantial projects simultaneously with a high degree of accuracy.
Overview
8
8
years of professional experience
Work History
EQUIPMENT PROJECT SPECIALIST
TRANE TECHNOLOGIES
05.2022 - Current
- Processes orders for commercial HVAC equipment
- Manages large-scale projects from procurement to commission
- Responsible for invoicing, project cash-flow management: progress billing, collections support/monitoring and resource management.
- Investigates and resolves financial issues, which includes filing claims, adjusting project financials and credit rebills
- Participates in project budget and cost control measures, tracking progress and making necessary financial adjustments to meet company goals.
- Coordinates equipment startup and warranty service requests
- Responsible for project reconciliation, which includes: project scope validation, accurate project setup, and billing backlog review
- Requests, submits and manages project credit approval and tax exemption processes
- Creates and sends status reports to the customer, providing updates as needed
- Issues purchase order to outside vendors
- Monitor project milestones and adjust schedule to meet deadlines.
- Coordinates with various team members and vendors to ensure accurate and timely ordering, tracking and delivery of equipment and services
- Schedule and participate in internal project team meetings to ensure accurate transfer of information.
- Trains and educates new employees
RESOURCE COORDINATOR
TRANE TECHNOLOGIES
04.2017 - 05.2022
- Dispatches HVAC/controls service technicians
- Schedules personnel, sub-contractors and equipment based on project needs, skill sets, and availability (Cranes, balancers, electricians, etc)
- Maintains customer satisfaction by investigating concerns, routing them to the assigned staff and responding to special requests
- Sends prestart checklists to contractors
- Schedules meetings with techs to review/discuss startup details, ensure we have all necessary documents for claim processing (Serial numbers, field reports, startup logs, etc)
- Schedules meetings to discuss large, quoted projects and new contracts
- Follows up with customers and account managers on status of open quotes to keep data clean/current
- Adapts to scheduling changes/prioritize based upon job urgency
- Coordinates refrigerant cylinder returns by completing bill of lading, tagging tanks and scheduling pick-up
- On-boarding for new hires (I-9 employment verification, explanation of healthcare & benefits enrollment, 401K, direct deposit, W-4/state tax forms, etc.)
- Sends/assists with new customer account applications for credit establishment
- Reviews/files oil sample analysis results
- Runs reports for data analysis and reviews to identify issues and implement solutions
CUSTOMER SERVICE
REPRESETATIVE II UGI UTILITIES, Experian
11.2015 - 03.2017
- Processes utility applications to start, transfer or cancel service
- Resolves high billing complaints
- Responds to gas and electric emergencies
- Runs soft credit checks via
- Receives and handles return mail
- Creates and schedules work orders
- Works with dispatchers to schedule technicians
- Researches previous accounts and identifies/transfers delinquent balances
Education
Associates Degree - Criminal Justice
Luzerne County Community College
2014
Skills
- Project Management
- Project Forecasting
- Purchasing
- Microsoft (Excel, Office, Outlook, SharePoint, Teams)
- Tableau & OBI Reports
- Oracle PeopleSoft
- Salesforce
- Trello
Timeline
EQUIPMENT PROJECT SPECIALIST
TRANE TECHNOLOGIES
05.2022 - Current
RESOURCE COORDINATOR
TRANE TECHNOLOGIES
04.2017 - 05.2022
CUSTOMER SERVICE
REPRESETATIVE II UGI UTILITIES, Experian
11.2015 - 03.2017
Associates Degree - Criminal Justice
Luzerne County Community College
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