Summary
Overview
Work History
Skills
Affiliations
Languages
Timeline
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Francisco Merlo

Loveland,OH

Summary

Dynamic Project Estimator at At Your Service Roofing and Remodeling, skilled in cost estimating and team collaboration. Achieved seamless client-insurance interactions, driving project approvals and enhancing operational efficiency. Proven ability to refine processes and exceed expectations, ensuring optimal project outcomes while maintaining meticulous attention to detail.

Overview

17
17
years of professional experience

Work History

Project Estimator

At Your Service Roofing and Remodeling
Milford, OH
11.2022 - Current
  • Facilitate seamless client-insurance interactions, driving project approvals from repair to completion.
  • Evaluate projects meticulously, ensuring optimal outcomes, and timely project advancement.
  • Partner with internal teams to refine system processes and pricing, ensuring every claim is evaluated for the best possible outcome.
  • Assisted in the creation of a new subsidiary company to offer training and estimating services to external clients.
  • Partner directly with the sales team to provide written estimates that meet building code requirements and reflect current industry standards.
  • Research industry trends to ensure internal processes and systems remain up to date and ahead of the curve.

Coach

Cornerstone Fitness
West Chester, OH
11.2021 - Current
  • Coached and encouraged participants during exercises and routines.
  • Adapted workout plans on-the-fly to accommodate varying fitness levels within groups.
  • Designed class content and delivery methods to match skill levels of participants and keep student interest high.
  • Led special fitness events and challenges to keep the community engaged and motivated.
  • Maintained certification requirements, including CF-L1 and HYROX Certificate, to ensure compliance with industry standards.
  • Assisted in the marketing and promotion of fitness classes to increase attendance and participation.

Client Integration Specialist

U.S. Bank
Cincinnati, OH
05.2017 - 10.2022
  • Provide strategic support for treasury management services, coordinating implementation for new and existing clients.
  • Conduct process audits, recommend additional services, and ensure smooth onboarding of treasury products.
  • Led the transition to electronic documentation (eForms), enhancing efficiency and compliance.
  • Collaborated with team members to enhance efficiency of new client management tools.

Assistant Manager

U.S. Bank
Loveland, OH
04.2008 - 03.2017
  • Led branch operations, optimizing financial performance, and risk management strategies.
  • Managed teams through strategic delegation, coaching, and performance evaluation.
  • • Developed sales strategies, surpassing revenue targets, and increasing customer retention.
  • Provided financial advisory services, fraud prevention, and account management solutions.
  • Consistently exceeded sales targets, and improved client satisfaction metrics.
  • Trained and mentored new employees, fostering career development and team growth.

Skills

  • Project management
  • Cost estimating
  • Industry research
  • Team collaboration
  • Process improvement
  • Attention to detail
  • Time management

Affiliations

  • Emerging Leader Board Member - Make-Wish Foundation (September 2022-January 2024)
  • Coach - Special Olympics (August 2023 - November 2024)
  • Board Member - U.S. Bank Young Professionals Group (January 2021 - October 2022)
  • Even Coordinator - U.S. Bank Development Network (January 2019 - December 2020)

Languages

Spanish
Native/ Bilingual

Timeline

Project Estimator

At Your Service Roofing and Remodeling
11.2022 - Current

Coach

Cornerstone Fitness
11.2021 - Current

Client Integration Specialist

U.S. Bank
05.2017 - 10.2022

Assistant Manager

U.S. Bank
04.2008 - 03.2017

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Francisco Merlo