Mary Katherine Morton

401k Management/Enrollment

• Tracking 401k plan eligibility
• Annual reporting (Form 5500)
• Coordinate yearly onboarding and assistance alongside a third party administrator
• Calculate and ensure the employer and employee funds are transferred in our plan within DOL deposit windows

HR Responsibilities

• New Hire setups
• Handled employment verification requests efficiently
• Coordinate annual open enrollment for our health, dental and vision plans and process new-hire enrollments
• Tracks insurance eligibility and manages payroll deductions for premiums, processes changes due to qualifying events
• Ensures the company follows federal and state regulations such as ACA reporting, HIPAA and COBRA continuation coverage
• Act as the primary point of contact when employees have questions, claims issues or need any help navigating their health, dental & vision benefits
• Collaborated with third-party insurance broker to enroll employees and manage secondary insurance plans (life, accidental death, cancer policies, short term disability, etc.)
• Attends meetings for renewals and oversees all business property, builders’ risk, umbrella liability, workers’ comp insurance policies and claims.
• Work alongside our CFO/Financial Controller on insurance and payroll audits
• Assist safety coordinator with workers' compensation claims and vehicle accident management

Payroll

• Weekly processing of company payroll and yearly bonuses
• Certified Payroll Reporting (Davis-Bacon Wage rated projects)
• Pay 941 Taxes
• Process employee garnishments (child support, bankruptcy garnishments, lawsuit garnishments)
• Process/Maintain employee pre-tax and Roth 401k deferral percentages

Fleet/Equipment Management

• Assist in the purchase and sale of company vehicles
• Add and remove insurance for vehicles and heavy equipment (Scissor lifts, plasma cutters, welders, etc.) as they are purchased and sold
• Maintain up to date spreadsheets of our current vehicles/ heavy equipment
• Request MVR checks for current and prospective employees that will be driving a company vehicle
• Handles annual tag renewals
• Manage company fleet cards-monitor transactions, order new cards and add drivers as needed and process payment monthly

Accounts Payable

• Process monthly subcontractor pay applications
• Investigate pay discrepancies, calculation errors and statements of past due invoices
• Build and maintain good communication with vendors and subcontractors
• Process temporary labor invoices and compare the invoices along with the time reported to me by a job Foreman to ensure proper billing of time

Misc. Office Responsibilities

• Manage company cell phones and iPad purchases
• Manage all aspects of company credit cards by monitoring transactions and handling fraud as necessary
• Managed the ERP of daily integrations between Sage and Procore and included all necessary information (new job setup, commitments, change orders, budget updates, etc.).

Accounts Payable

• Manage and process all vendor invoices
• Oversee and train new hires in the accounting department
• Process temp labor invoices and maintain a weekly spreadsheet of time reported for project management to approve
• Learned new invoice software (Sage Paperless) and trained co-workers on how to process and approve invoices to update and streamline the business’ invoice process
• Maintain routing rules inside Sage Paperless as new projects are established so the invoices are approved/rejected by the proper management team
• Set up and give proper access to new employees inside Sage Paperless as needed
• Processed payments to ensure bills were paid in a timely manner
• Gave out tax exempt and taxable purchase orders upon request
• Coordinated hotel bookings for out-of-town work and processed per diem checks to ensure timely reimbursements

Accounts Receivables

• As payments were received in office, I relayed all payment information to the appropriate personnel in our office by email

Payroll

• Weekly processing of company payroll and yearly bonuses
• Certified Payroll Reporting (Davis-Bacon Wage rated projects)
• Streamlined payroll processes by implementing ADP, enabling focus on additional responsibilities
• Process and maintain employee pre-tax and Roth 401k deferrals weekly

Safety

• Held new hire training orientation
• Supported Safety Coordinator with workman’s comp claims and conducted job site visits to ensure OSHA compliance
• Order and maintain stock of all safety PPE for employees

Misc. Office Responsibilities

• Executed document filing for easy retrieval
• Handle new hire email setup with IT
• Manage and maintain office phones and add or delete users as needed
• Maintain and manage company cell phones and iPad purchases
• Give out job numbers and update company job list
• Point of contact for any printer/copier issues and ordering
• Assess any issues pertaining to our accounting software as they arise
• And contact our Sage support team for assistance
• New vendor setup in Sage software
• Manage operator phone line and distribute calls and messages to the appropriate personnel

• Assisted the HVAC & Plumbing Estimators as needed
• Supported HVAC & Plumbing Estimators with project tasks.
• Attended bi-weekly meetings with project managers to take notes
• Visited Jobsites/Kept track of progress
• Made Prequalification Packets for prospected jobs
• Compiled Submittal and Closeout Binders for contracted jobs to ensure organized project documentation
• Completed various errands to support team operations
• Filed invoices for the accounting department
• Updated and managed weekly Job Checklists for project managers to track project progress effectively
• Assisted with the creation of the company’s website pre 2025
• Answered and transferred phone calls
• Conducted site visits to assess and report on ongoing project status

• Enhanced customer service skills to improve customer interactions
• Developed Customer Service Skills
• Created and maintained product displays to attract customers and drive sales
• Created and maintained product displays
• Maintained the Known Stolen and Destroyed at Store Level logs
• Reported possible shoplifters
• Reported possible shoplifters to enhance store security and reduce theft
• Greeted customers at front door to create welcoming atmosphere

• Analyst Faye Hester: Alabama Center for Missing and Exploited Children (Montgomery Office) 334-353-0661
• Lieutenant Tim Sartain: Alabama Bureau of Investigation (Birmingham Office) 205-322-5327
• Sergeant Scott Bartle: Alabama Bureau of Investigation (Birmingham Office) 205-322-5327
• Lieutenant Clayton Barnes: Explosives Ordinance Disposal (Montgomery Office) 334-353-9136
• Gained insights into ABI departments and their specific responsibilities.
• The Amber Alert process.
• Supported investigations of three attempted abductions in Clay County, contributing to case development.
• Notified Law Enforcement agencies of possible sex offenders in their area
• Reviewed and analyzed cold and closed case files to identify potential leads and insights.
• Assisted in the investigation of an extortion case (Call ).
• Attended a Computer Forensic Class (EnCase ).
• Evidence disposal (Drugs, Explosives, etc.).

• Officer Steve Head
• Experienced in what a patrol officer deals with on a day-to-day basis.
• The Arresting and Transportation Processes
• Recording Accurate Incident Information
• Controlling Traffic Violations
• Suspect / Witness Interviewing Techniques

• Relevant Coursework: Intro Criminal Justice, Law Enforcement, Private Security, Juvenile Delinquency, Law Enforcement Organization & Management, Survey of Criminology Theories, History Crime and Treatment, Criminal Investigation, Microcomputer Applications, Intro to Information Highways, Database Systems
• GPA: 3.413