Lia M Ortiz
Pawcatuck,CT
Summary
Resourceful Installation Coordinator known for high productivity and efficient task completion. Specializes in install coordination, and customer service excellence. Excels in teamwork, problem-solving, and adaptability ensuring seamless operations and client satisfaction.
Overview
26
26
years of professional experience
Work History
Hvac Installation Coordinator
HOP Energy LLC
New London, CT
08.2017 - Current
- Maintain accurate documentation of installations throughout the entire process.
- Coordinated installation of new equipment and systems in accordance with customer specifications and requirements.
- Resolve issues related to installation processes in a timely manner while minimizing disruption to customer's operations.
- Filled out work orders, repair logs and maintenance plans to document work completed.
- Communicate regularly with vendors regarding product availability, delivery timelines
- Updated and maintained databases with current information.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Completed day-to-day duties accurately and efficiently.
- Identified needs of customers promptly and efficiently.
- Managed and updated client databases to ensure accurate and current information.
- Inventory
- Charged expenses to accounts and cost centers by analyzing invoice and expense reports.
- Processed invoice payments and recorded information in account database.
- Processed and sent invoices, adjustments, and credit memos to customers.
- Assisted with month end close processes relating to billing and invoicing activities.
- Ensured timely completion of all tasks related to month end close process.
Service Coordinator
Uncas Gas
North Franklin, CT
01.2017 - 08.2018
- Worked with routing specialists, route managers and service department to optimize routes.
- Relayed work orders and information between work crews, supervisors, and field personnel.
- Addressed questions, problems or requests for service or equipment.
- Organized and maintained records of customer requests, work orders and related documents.
- Issued purchase orders authorization to perform services and maintained accurate records.
- Created schedules for technicians to ensure efficient use of time.
- Scheduled or dispatched workers, equipment or service vehicles to locations using radios or telephones.
- Corresponded with customers regarding their accounts, making adjustments when necessary.
- Maintained customer accounts by recording account information, reconciling discrepancies.
- Input new customer data into system
- Reconciled accounts receivable balances at month end close out procedures.
- Updated inventory management system regularly.
Installation Coordinator
HOP Energy LLC
New London, CT
10.1998 - 01.2016
- Answered customer inquiries and provided accurate information regarding products and services.
- Updated databases with new and modified customer data.
- Answered inbound calls, chats and emails to facilitate customer service.
- Adjusted bills and refunded money to resolve customers' service or billing complaints.
- Updated system with order specifics and customer details, preferences, and billing information.
- Processed employee payroll using HR software applications.
- Handled employee payroll processing accurately and efficiently.
- Billing and invoicing.
- Coordinate Install schedules with sales reps.
- Coordinated month end close process ensuring that all accruals are recorded accurately.
- Prepared detailed reports on commissions earned by each sales rep.
Education
GED -
New London High
New London, CT05-1995
Skills
- Scheduling coordination
- Deadline Oriented
- Attention to detail
- Creative problem-solving
- Adaptive team player
- Time management
- Coordinating service initiatives
- Work prioritization
- Skilled multi-tasker
- Shipping, receiving, and warehousing
References
References available upon request.
Timeline
Hvac Installation Coordinator
HOP Energy LLC
08.2017 - Current
Service Coordinator
Uncas Gas
01.2017 - 08.2018
Installation Coordinator
HOP Energy LLC
10.1998 - 01.2016
GED -
New London High
Similar Profiles
Jennifer ByrneJennifer Byrne
Customer Support Representative at HOP EnergyCustomer Support Representative at HOP Energy
Andreina Rosas JeronimoAndreina Rosas Jeronimo
Agricultural Worker at Wenas Hop Company LLCAgricultural Worker at Wenas Hop Company LLC
Khalif ThompsonKhalif Thompson
Multimedia Journalist at Viral Hip Hop News LLCMultimedia Journalist at Viral Hip Hop News LLC