Zachary Lee
Duluth,MN
Summary
Experienced professional with a strong background in branch management and estimating. Skilled at improving operational efficiency, driving growth, and fostering team collaboration. Recognized for adaptability to changing needs and effective problem-solving skills. Possesses expertise in strategic planning, customer service, and financial oversight. Reliable leader focused on achieving results and empowering teams to excel.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Branch Manager
Service Master Restoration by Holdings
11.2022 - Current
- Began as project manager (November 1st 2022 to March of 2023)
- Promoted to estimator (March of 2023 to September of 2024)
- Promoted to Branch Manager in September of 2024
- Effectively managed claims and jobs throughout the state of Wisconsin and northern Minnesota
- Scope losses that include but not limited to: residential and commercial water damage, fire damage, mold abatement, and biohazard/trauma restoration
- Write comprehensive, profitable, and credible estimates with Xactimate to be sent to insurance companies and homeowners
- Manage multiple jobs as well as the technicians who perform work on them
- Proficient use of Restore 365, MICA/Mitigate, and Xactimate/XactAnalysis
- Trained new hired employees on multiple systems used throughout the process of a claim
- Proficient communication with homeowners, insurance adjusters, and related coworkers to responsibly restore properties after the event of a loss
- Managed the timely uploads of claims for insurance carriers
- Managed the employees of a large spanning region across multiple states
- Performed billing reviews by analyzing job cost and writing profitable estimates to company profit standards
- Scored a perfect score on the IICRC Water Restoration Technician training course
- Obtained IICRC Health and Safety Certification
- Obtained IICRC Smoke and Odor Certification
- Obtained IICRC Fire Restoration Technician Certification
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Bank Teller/Transaction Approver
Wells Fargo
11.2020 - 10.2022
- Approved transactions
- Money handling
- Risk assessment
- Account maintenance
- Customer service
- Handling customer complaints and questions
- Keep a cash drawer balanced and organized
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
Education
High School -
Hibbing High School
Skills
- Relationship building and management
- Excellent work ethic
- Verbal/written communication
- Documentation
- Xactimate
- Operations Management
- Data Analysis
- Multitasking
- Problem-solving abilities
- Project estimation and bidding
- Bid preparation
- Scope development
Certification
- IICRC Water Restoration Technician, 12/01/22, 12/01/23, IICRC course for the responsible and safe practice of mitigation and water damage restoration.
- IICRC Health and Safety Certificate, 12/01/22, 12/01/23, IICRC certificate for safe work place practices.
- IICRC Fire Restoration Technician, 01/01/24, 01/01/25
- IICRC Smoke and Odor Restoration Technician, 01/01/24, 01/01/25
Additional Information
I am a dependable, persistent, professional person with a strong will to learn and succeed in my career. I believe in doing the job right the first time and being a supportive member of a team. I enjoy my successes but relish in the opportunity to learn from my mistakes. I am quick to learn and catch on to new systems, processes, and goals.
Timeline
Branch Manager
Service Master Restoration by Holdings
11.2022 - Current
Bank Teller/Transaction Approver
Wells Fargo
11.2020 - 10.2022
- IICRC Water Restoration Technician, 12/01/22, 12/01/23, IICRC course for the responsible and safe practice of mitigation and water damage restoration.
- IICRC Health and Safety Certificate, 12/01/22, 12/01/23, IICRC certificate for safe work place practices.
- IICRC Fire Restoration Technician, 01/01/24, 01/01/25
- IICRC Smoke and Odor Restoration Technician, 01/01/24, 01/01/25
High School -
Hibbing High School
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