Jacqueline Perez

· Conducts Leak Survey of Distribution pipelines at various pressures for scheduled/unscheduled compliance maps, special surveys, bar-per-policy, and leak investigation orders.

· Responsible for identifying /classifying leaks and recognizing conditions which may pose potential hazards to the public.

· Visually inspects above ground piping and MSA's in conjunction with leak survey.

· Trained in Distribution aerial, mobile and paper mapping.

· Thorough knowledge and daily auditing of DIPR, RMLD, and GMI equipment via ArcGIS Survey123 application.

· Perform daily duties in accordance with Company Gas Standards and established safety procedures.

· Responsible for the safe operation and driver inspection of Company vehicles.

· Documents and prepares assigned work orders noting findings/observations for company records.

· Effectively completes and inputs data into related paperwork, forms, and documentation to update records and order material via Epochfield and ClickMobile applications.

· Effectively communicating Gas conditions with customers and supervision to facilitate proper evacuation procedures.

· Frequent contact with customers, supervision, Dispatch and various Company employees for scheduling, completion and creation of time sensitive work orders.

· Effectively maintains and manages daily timesheets.

· Processed deposits,withdrawals and payments for an average of 200+ customers daily.

· Checked figures, postings and documents for correct entry, mathematical accuracy and proper transaction codes.

· Monitored transactions and customer behavior to identify signs of fraud.

· Identified ACH Wires for School Districts, depositing contributions into employee retirement accounts.

· Ensure trades and wires are reconciled daily and the corresponding files are in good order, prior to being sent to fund companies.

· Act on Internal Trade Tickets for company employee accounts.

· Execute wire transfers, stop payments and account transfers.

· Tracked and analyzed department reports to determine needed improvements and account follow up.

· Entered figures using a 10-key calculator to compute data quickly.

· Maintained confidentiality of bank's customers and adhered to all regulatory requirements.

· Manged Cost Basis reporting of Client accounts for accuracy and tax reporting.

· Motivated and trained employees to maximize team productivity.

· Tracked and reported account discrepancies and assisted in reconciliation.

· Processed account maintenance requests and checked for alignment with bank and IRS policies.

· Examined financial statements and records to collect important details and verify calculations.

· Review Transfer and Rollover forms for completeness.

· Determine eligibility of Client account transfers according to FINRA regulations.

· Prepare Letter of Authorization daily and Fax/Mail to Contra Firms.

· Input financial data and reconciled customer accounts using GUI/Phoenix Software.

· Follow up on miscellaneous requests, maintaining detailed notes regarding the status of incoming transfers.

· Work closely with internal and external call centers to ensure Representative and Client understanding of transfer requirements.

· Answered inquiries and provided information to account representative's, distributed appropriate paperwork and fulfilled account requests.

· Research of all Transfer operations weekly reporting, ensuring timing standards.

· Maintain accurate and up to date spreadsheets and account records for Standard Operation Procedures for company and FINRA policies.

· Hired and trained crew members on company applications and customer relations.

· Maintained management and employee morale by creating recognition and reward practices.

· Managed inventory controls for profit and loss reporting.

· Reviewed daily financial reports and reconciled company and vendor accounts to keep information current and accurate.

· Worked closely with District and Area Managers for scheduling and project management.

· Conducted performance reviews providing coaching and feedback to benefit both company and employee.

· Completed bi-weekly payroll for employees.

· Oversaw office inventory by restocking supplies and submitting purchase orders.

· Identified potential issues before they escalated and implemented acton plans for effective resolution.

· Placed emergency calls to the appropriate departments and prepared documents/footage for responding police officers in property incidents.

· Cross-trained and certified in the Pharmacy department.

· Maintained a professional demeanor while calming disgruntled customers.

· Identified potential issues before they escalated and implemented acton plans for effective resolution.

· Enforced Public Safety procedures and practices.

· Maintained PHI standards of customers and Pharmacy patients.

• Provided multifaceted services by scheduling conferences, appointments and travel arrangements.
• Managed personal mail and vendor invoices.
• Oversaw personal and professional calendars and coordinated appointments for future events.
• Ordered and purchased building materials for site construction.
• Performed site evaluations, work-site and employee audits.
• Assisted construction team with plastering, sanding, prepping drywall as needed.
• Worked alongside vendors and contractors to establish scheduling for various projects.