Erik Ulrich
San Jose,CA
Summary
I aim to secure a full-time role that presents professional challenges, allowing me to leverage my interpersonal, time management, and problem-solving skills. As an organized and reliable candidate, I excel in managing various tasks with a positive outlook. I am eager to take on additional responsibilities to support team objectives. With a strong work ethic and a passion for organization, I am excited about the opportunity to embark on an entry-level Assistant Project Manager position, contributing to the achievement of company goals. My aspiration is to grow within HITT, eventually becoming a seasoned team leader.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Licensed Claim Specialist
State Farm fire claims
12.2023 - Current
- First point of contact to meet with our insureds, explain coverage, estimate damages, and help them through the claims process
- Property Field Inspection Claim Specialist, handling accidental and weather-related homeowners, commercial, and large loss claims
- Reviewed and maintained accurate claim files, ensuring all necessary documentation was in place for future reference.
- Receive, review, and evaluate insurance claims to determine coverage, validity, and extent of loss
- Maintain detailed and accurate records of all claims activities, including correspondence, payments, and settlements
- Communicate with policyholders, agents, and other relevant parties to gather necessary information and provide updates on claim status
- Conduct investigations as needed to verify the authenticity and accuracy of claims, including site visits and interviews
- Negotiate settlements with claimants or their representatives within authorized limits, ensuring fair and equitable resolutions
- Ensure compliance with insurance policies, regulations, and industry standards throughout the claims process
- Coordinated with legal teams when necessary to accurately represent clients'' interests during litigation proceedings.
- Provide exceptional customer service by addressing inquiries, concerns, and complaints in a professional and timely manner
- Efficient in Xactimate, XactContents.
Assistant Superintendent
NextPhase Construction, Inc.
Santa Cruz, United States
01.2023 - 09.2023
- Collaborated with superintendent to develop comprehensive plans for each phase of construction, ensuring smooth transitions between stages.
- Log and track RFIs, PCOs, submittals, correspondence, and other project documents
- Assisted in achieving project milestones through close supervision of on-site activities and effective communication with team members.
- Value Engineering and such efforts and methodology during various stages of design
- Assisted in All change order process by reviewing requests for changes to specifications or budgetary allowances before submitting them for approval.
- Reduced construction delays by proactively addressing potential issues and providing solutions for unforeseen challenges.
- Participated in pre-construction meetings to review design documents, identify potential issues, and establish expectations for all parties involved.
- General computer usage with Great emphasis on Microsoft Office
- Jobsite safety
- Punch list and other closeout processes
- Roles and responsibilities of All various team members and entities
- Assemble submittal packages to various jurisdictions
- Effectively communicate with building staff, inspectors and officials, contractors, design consultants, owners
- Assemble backup material as needed & package in an orderly manner for approval, etc
- Comply with company policies and administrative procedures
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Coordinate procurement and review of all close-out documents
- Develop & update construction schedule (Assist)
- Develop & Update Master Schedule (Assist)
- Develop spreadsheets using Excel and write letters using word
- Read Blueprints & understand various stages of drawings & specs
- Take daily project progress photos and video
- Compliance with all OSHA and SWPPP regulations
Certified Residential Real Estate Appraiser
Ulrich Appraisals, LLC
01.2000 - Current
- Conducted operations in 6 counties by employing experienced appraisers
- Exercised the importance of quality control, peer review, and exceptional customer service
- Utilized strong research skills to improve understanding of local areas and properties, while leveraging values of area land and property to compile valuation reports
- Reviewed different lender standards to stay current on different documentation requirements
- Readily appraised residential properties as part of real estate transactions or legal proceedings
- Collected documentation that held the condition of each building by carefully photographing and annotating key features
- Managed to effectively schedule the appraisal of a specified number of properties per week despite conflicting workloads and production goals
- Standardized fair, equitable, and uniform systems of assessing different types of properties
- Consulted with owners to discuss assessments and defend public appeals at public hearings
- Ensured the completion of field inspections, structural measurements, record reviews, and other historical assessments to make accurate judgments
- Maintained accurate understanding of trends in sales prices and construction costs to keep assessments accurate and current.
Senior Residential Staff Appraiser
US Bank, Red Sky Risk Services
01.2021 - 06.2022
- Implemented appraisals on a wide variety of properties to including single family dwellings, 2-4 unit properties and vacant land
- Created appraisal reports outlined to follow accepted appraisal standards and methodology, which adhere to UPAP, lending and bank guidelines
- Successfully researched and analyzed important property characteristics, market information by collecting, verifying, interpreting, and accurately reporting market data
- Engaged and inspected properties to ensure that compliance conditions were met.
Residential Valuation Specialist II
Wells Fargo Bank
01.2017 - 01.2021
- Prepare and completed market value residential property appraisal orders according to Uniform Standards of Professional Appraisal Practice (USPAP) guidelines; federal and state appraisal laws; and client directives
- Assessed real estate appraisals within a defined territory with high value, high complex assignments valued at approximately 2 million - 40 million
- Coordinated responsibilities for data management (including collection); verification and analysis of sales; pending sales and listings; as well as maintaining other information required for the valuation process
- Advised sales teams to recommend solutions while adhering to internal policies and regulations
- Fielded projects outside core responsibilities that guided improvements to the introduction of new programs, tools, and processes
- Assessed customer contracts to identify the impact on non-standard terms and conditions
- Effectively collaborated in team environments to accomplish productions and service goals and consistently meets or exceeds customer service expectations.
Construction Project Manager
NOR CAL CONSTRUCTION, INC.
San Jose, United States
02.1998 - 03.2003
- Collaborated with architects, engineers, and designers to develop innovative solutions for complex construction challenges.
- Reduced overall project costs through value engineering initiatives and strategic planning efforts.
- Enhanced client satisfaction by providing regular progress updates and addressing concerns promptly.
- Improved project efficiency by streamlining communication between team members and stakeholders.
- Negotiated contracts with vendors and subcontractors for optimal cost savings on materials and services.
- Played an integral role in securing new business opportunities through participation in industry events and networking activities.
Education
Associates of Arts in General Studies/Real Estate -
DeAnza College, CA
San Jose, CASkills
- OSHA 30 Certified
- Knowledgeable in Procore
- Cost Control
- Schedule Management
- Supply chain planning
- Effective Communication
- Document Management
- Budget Oversight
- Progress Reporting
- Relationship Building
- Knowledgeable in Xactimate
- Team Collaboration and Leadership
Volunteer Experience
- Willow Glen High, wrestling coach, 2018, 2022
- Flag football coach, 2020, Present
References
- Paul Buentello, Superintendent, HITT Contracting, (806) 517-0616
- Jacob Cook, Superintendent, NextPhase Construction, (408) 963-3376
Certification
- OSHA 30
- First Aid/CPR Certified
- PROCORE
- Xactimate
Timeline
Licensed Claim Specialist
State Farm fire claims
12.2023 - Current
Assistant Superintendent
NextPhase Construction, Inc.
01.2023 - 09.2023
Senior Residential Staff Appraiser
US Bank, Red Sky Risk Services
01.2021 - 06.2022
Residential Valuation Specialist II
Wells Fargo Bank
01.2017 - 01.2021
Certified Residential Real Estate Appraiser
Ulrich Appraisals, LLC
01.2000 - Current
Construction Project Manager
NOR CAL CONSTRUCTION, INC.
02.1998 - 03.2003
Associates of Arts in General Studies/Real Estate -
DeAnza College, CA