MICHAEL PEREZ
Cape Coral,FL
Summary
Business and operations professional with extensive experience in construction services and customer service. Demonstrated success in managing daily operations, coordinating permits, and using financial tools like QuickBooks to enhance efficiency and accuracy.
Overview
1
1
Language
8
8
years of professional experience
Work History
Co-Owner
Amper Air
Cape Coral, USA
05.2024 - Current
- Co-managed daily operations of air conditioning company serving residential customers, ensuring smooth service delivery.
- Drove company sales growth from $198,000 in the first year to $330,000 in the second year through effective sales strategies.
- Oversaw marketing, insurance, customer communications, and administrative functions to enhance customer engagement and operational efficiency.
- Managed permits, documentation, scheduling, and customer communications.
- Use QuickBooks to prepare and send customer estimates and invoices and assist with accounts payable and receivable.
- Assist with HVAC installations and service calls, providing hands-on field experience.
Office Manager
Tropical Comfort AC
, USA
12.2020 - 05.2024
- Oversaw daily office operations, including customer calls, scheduling, estimates, service calls, and installations using Buildertrend to enhance workflow efficiency.
- Handled accounts payable and receivable, customer payments, payroll, and company insurance policies to ensure accurate financial management.
- Ordered equipment and supplies from distributors and coordinated purchasing needs.
- Interviewed prospective employees and delegated responsibilities to office support staff.
- Handled permit applications and inspection requests through Accela, eConnect, and eTRAKiT.
- Coordinated insurance claims and maintained company policy documentation to ensure compliance and minimize risk.
Customer Care Specialist
Ameris Bank
Jacksonville, USA
03.2019 - 06.2020
- Assisted customers with online banking products and account services, enhancing user experience and satisfaction.
- Maintained customer deposit accounts, ensuring accuracy and compliance.
- Placed stops on debit cards and escalated suspected fraud to appropriate department for swift resolution.
Universal Banker
SunTrust
Jacksonville, USA
09.2018 - 02.2019
- Opened deposit and loan accounts while identifying suitable banking products and services for clients.
- Established and maintained client relationships, assisting customers with tailored banking solutions.
- Analyzed client profiles to identify cross-selling opportunities that aligned with their specific banking needs. based on client needs.
Teller II
SunTrust
Jacksonville, USA
04.2018 - 09.2018
- Processed cash, check, mortgage, personal loan, and credit card transactions to ensure seamless customer experience.
- Generated referrals from customer interactions, identifying service opportunities to enhance client satisfaction.
- Maintained accuracy and compliance in financial transactions, safeguarding company integrity and customer trust.
Education
Bachelor of Science - Finance
University of South Florida Sarasota-Manatee
Sarasota, FL05-2017
Associate in Arts - Business Administration
Miami Dade College
Miami, FL05-2015
Skills
- Operations Management
- Project Management
- QuickBooks
- Accounts Payable
- Accounts Receivable
- Estimates
- Invoicing
- Recordkeeping
- Buildertrend
- Accela
- EConnect
- ETRAKiT
- Scheduling
- Risk Management
- Customer Service
Languages
Spanish
Native/ Bilingual
Timeline
Co-Owner
Amper Air
05.2024 - Current
Office Manager
Tropical Comfort AC
12.2020 - 05.2024
Customer Care Specialist
Ameris Bank
03.2019 - 06.2020
Universal Banker
SunTrust
09.2018 - 02.2019
Teller II
SunTrust
04.2018 - 09.2018
Bachelor of Science - Finance
University of South Florida Sarasota-Manatee
Associate in Arts - Business Administration
Miami Dade College