Summary
Overview
Work History
Education
Skills
Linkden
Timeline
ProjectManager

KATIE ANN DONALDSON

Flagler Beach,FL

Summary

Project management professional with track record of delivering high-impact projects in diverse environments. Adept at driving project timelines and ensuring quality outcomes through strategic planning and execution. Highly collaborative, adaptable, and committed to team success and client satisfaction

Overview

14
14
years of professional experience

Work History

Project Manager

Legacy Enterprises Group, Inc
09.2022 - Current
  • Utilize active listening skills to document clients' requested services within the company work order system in an efficient and accurate manner.
  • Prepares budgets and cost estimates, along with project timetables and report to client and/or management as needed.
  • Proficient in creating and utilizing gantt charts on large dollar amount projects.
  • Identify and dispatch appropriate trade related vendors on new or in progress work orders.
  • Recruit new vendors as needed.
  • Utilizes negotiation skills in order to achieve nationwide pricing.
  • Builds a rapport with clients and routinely call to ensure overall satisfaction.
  • Provides timely and comprehensive written and oral updates throughout the duration of the project. Work to resolve or escalate disputes to management as needed.
  • Track all materials needed to complete a project and schedule accordingly.
  • Employs critical thinking skills to effectively detect, investigate and solve all client issues utilizing the work order management system.
  • Ensure all required supporting information is obtained in order to guarantee the accurate invoicing of the client.
  • Review and approve sub-contractor invoices to make certain that services are billed in a time appropriate manner.
  • Created and lead a trade training class for about 75 employees at the company.
  • Led cross-functional teams to deliver complex projects on time and within budget.
  • Facilitated communication among team members, fostering collaboration and transparency throughout project lifecycle.
  • Implemented risk management strategies to mitigate project risks and enhance outcomes.
  • Developed project plans, ensuring alignment with organizational goals and stakeholder expectations.
  • Created and led a company wide trade training class on plumbing

Project Coordinator

Legacy Enterprises Group, Inc
08.2019 - 09.2022
  • Utilize active listening skills to document clients' requested services within the company work order system in an efficient and accurate manner.
  • Identify and dispatch appropriate trade related vendors.
  • Recruit new vendors as needed.
  • Multi-task on rollouts in a timely fashion.
  • Communicate needs of work with field workers and expedite the needs of the client to ensure completion of work.
  • Utilize negotiation skills in order to achieve nationwide pricing.
  • Document and submit vendor work order requests through work order management system.
  • Ensure that client needs were met by following up with both the clients and vendors in a timely manner.
  • Build rapport with clients and routinely call to ensure overall satisfaction.
  • Provide timely and comprehensive written and oral updates throughout the duration of a work order.
  • Attend client meetings to provide updates on work orders and projects.
  • Track all materials needed to complete a project and schedule accordingly.
  • Employ critical thinking skills to effectively detect, investigate and solve all client issues utilizing the work order management system.
  • Certify all information logged in our work order management system is accurate and complete.
  • Ensure all required, supporting information is obtained in order to guarantee the accurate invoicing of the client.
  • Work with billing to make certain that services are billed in a time appropriate manner.
  • Coordinated project timelines and deliverables to ensure alignment with client expectations.

Assistant Construction Coordinator

Heatherwood Communities
08.2015 - 08.2019
  • Preparing sensitive legal documents for various government agencies.
  • Assisting commercial accounts with work orders and questions with their lease.
  • Accounts payable for our commercial and residential tenants.
  • Requesting insurance documents.
  • Sending out contracts and change orders to subcontractors for signature and executing.
  • Setting maintenance contracts with vendors for properties.
  • Working with a team to execute various tasks that are needed.
  • Sending out packages using FedEx, UPS and other document transports.
  • Filing documents.
  • Electronically and in a file cabinet.
  • Using the property management system Yardi.
  • Timberline experience.
  • AIA experience.
  • Microsoft Word, Excel, Outlook.
  • Requesting check requests when needed.
  • Traveling to various local town governments to drop/pick off permit applications, plans.
  • Coordinating specific construction projects with attorneys, engineers and at times local government.
  • Meetings, phone calls and paperwork among the coordination.
  • Speaking with subcontractors and coordinating times/dates of when/where they are needed.
  • Filling out building, highway, fire prevention applications.
  • Coordinating paperwork within the company, department and outside.
  • Following up on where projects ie: emails, phone calls.
  • Setting up company meetings as well as call-in meetings.
  • Obtaining bid proposals from subcontractors.
  • Using Dropbox to send plans to subcontractors for bids.
  • Reaching out to field personal in order to relay messages.

Administrative Assistant

Fairfield Properties
07.2011 - 08.2015
  • Answering multiple phone lines.
  • Scheduling conference rooms for meetings with board members.
  • Assisting Cooperative, HOA and Condominium owners with questions.
  • Coordinating and communicating with people when dealing with jobs on properties.
  • Copying, faxing and scanning documents.
  • Assisting multiple property managers with tasks.
  • Sending out packages using FedEx, UPS and other document transports.
  • Using the property management system Yardi.
  • Responsible for creating and creating closing documents when units sells.
  • Follow-up emails and phone calls to get closing documents.
  • Assisting on a daily basis with 14 properties.
  • Record keeping and tracking using multiple spreadsheets.
  • Working with banks to supply documents for refinances and purchases.
  • Organizing elections and supplying the necessary documents for each.
  • Requesting insurance documents from insurance brokers.
  • Composing & Dictating letters.

Education

Bachelor of Arts - Secondary Education

SUNY College At Old Westbury
Old Westbury, NY
05.2006

Associate of Arts - Secondary Education

Slippery Rock University
Slippery Rock, PA
05.2004

Skills

  • Internet
  • Microsoft Word
  • Microsoft Works 2000 and XP
  • Microsoft PowerPoint
  • Microsoft Excel
  • Microsoft Outlook
  • Quickbooks
  • Yardi
  • Timberline
  • Adobe Acrobat
  • Facil-IT 20
  • Project Coordination
  • Task Prioritization
  • Detail Oriented
  • Project management
  • Project planning
  • Project planning and development
  • Project scheduling
  • Client relations
  • Relationship building
  • Schedule management
  • Project tracking
  • Project scope analysis

Linkden

www.linkedin.com/in/katie-donaldson-ba498289


Timeline

Project Manager

Legacy Enterprises Group, Inc
09.2022 - Current

Project Coordinator

Legacy Enterprises Group, Inc
08.2019 - 09.2022

Assistant Construction Coordinator

Heatherwood Communities
08.2015 - 08.2019

Administrative Assistant

Fairfield Properties
07.2011 - 08.2015

Associate of Arts - Secondary Education

Slippery Rock University

Bachelor of Arts - Secondary Education

SUNY College At Old Westbury

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KATIE ANN DONALDSON