Wendy Morris-Simoni
AMG Custom Builders
Danville,CA
22
years of professional experience
Bachelor of Science in Data Analytics with 20 years of experience in project coordination, information management, and operational improvement. Proven ability to optimize processes, manage information assets, migrate risk, and support efficient service delivery.
Work History
Project Coordinator
1 Year 6 Months- Track invoices, customer payments, receipts, and outstanding balances.
- Develop, maintain, and control project schedule plans in Google calendar.
- Participate in project status meetings, collect progress data, and revise project plans.
- Monitor financial progress and maintain Project Manager’s order group.
Escrow Assistant
1 Year 1 Month- Prepared funding packages, ensuring accurate conditions and timely receipt of funds.
- Assisted in quoting fees and charges for transparency in transaction costs.
- Requested payoffs and HOA documentation.
- Assisted with the recording package and recording of county documents.
Escrow Assistant
5 Months- Assisted in preparing closing documents, settlement statements, and complete closing packages.
- Supported escrow officer(s) by delivering customer service related to escrow closings in a branch office setting.
- Processed documents for county recording.
E-Commerce Department
2 Years- Coordinated customer online orders and processed customer requests.
- Tracked online incoming orders and assisted with processing.
Project Coordinator
1 Year- Participate in project status meetings, collect progress data, and revise plans.
- Develop, maintain, and control project schedule plans.
- Document, monitor, and communicate project milestones with stakeholders.
Operations Manager
10 Months- Run day-to-day office administration
- Process weekly payroll for union and non-union employees, plus weekly certified payroll reports
- Handle all AR/AP: invoicing, billing, bank reconciliation, and prep work for quarterly and year-end taxes
- Keep job files, licenses, insurance certificates, and vendor/customer records organized
- Manage insurance certificates and renewals, including follow-up calls to subcontractors
- File preliminary lien notices and lien releases
- Submit monthly union transmittals and keep fringe benefit reporting current
- Support project management with RFls, submittals, and closeout documents
- Handle EDD unemployment and workers' comp claims
Project Coordinator
13 Years 3 Months- Develop, maintain, and control project schedule plans in software system.
- Participate in project status meetings, collect progress data, and revise project plan if needed.
- Oversaw vendor relationship to optimize resource allocation and cost management.
- Trained junior staff on project management tools and best practices.
Education
Bachelor of Science - Data Analytics
Master of Science - Business Administration
Master of Science - Sustainability Studies
Skills
Microsoft Office Suite
Scheduling Software
SQL
Artificial Intelligence
Tableau
Python
Java
Data Analysis
Education
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Timeline
Project Coordinator
AMG Custom Builders
08.2024 - 02.2026Read More
Escrow Assistant
Toll Brothers Home Builders/Westminster Title
11.2021 - 12.2022Read More
Escrow Assistant
Fidelity National Title
01.2021 - 06.2021Read More
E-Commerce Department
Safeway
12.2018 - 12.2020Read More
Project Coordinator
Energy Star Construction
12.2017 - 12.2018Read More
Operations Manager
Phoenix Coatings
01.2017 - 11.2017Read More
Project Coordinator
Northwest Exteriors
09.2003 - 12.2016Read More
Purdue Global
Bachelor of Science from Data Analytics
Read More
University of Phoenix
Master of Science from Business Administration
Read More
Kaplan University
Master of Science from Sustainability Studies
Read More