- Collects and reviews Certified Payroll Reports, CAC Contributions Proofs, DAS 140/142/7 Documents, and Fringe Benefits Statements to ensure compliance with Davis Bacon/Prevailing Wage guidelines.- Tracks submissions of DIR eCPR files.- Utilizes LCPTracker for collection and monitoring of compliance documents.- Acts as liaison between construction management team and subcontractors to ensure timely submission of reports on a monthly basis.

- Collaborates with the sales and estimating team to review ITB’s, including architectural plans and project manuals, to determine scope of work.- Documents job and contractor data in CRM software to accurately track job status throughout the bidding process.- Utilizes Bluebeam Revu and Microsoft Excel to label and organize plans, as well as set up project take-off sheets ahead of estimator review.- Utilizes Fishbowl Inventory Management software to input and track active sales orders from contracting to fulfillment, ensuring that operations department has necessary information to see sales order to completion.

- Spearheaded efforts to clean up and consolidate records of delinquent accounts, utilizing Quickbooks and Microsoft Excel to generate reports and close inactive accounts.- Lead collection efforts on accounts >90 days delinquent, ending the 2023 fiscal year with more than $10 million in successful collections.- Assisted project management team with compliance documents such as COI’s, W-9’s, and Business Licenses.- Managed subcontractor compliance status in systems such as Textura and Procore to ensure timely payment on new construction contracts.

- Spearheaded outreach efforts to MBE and MVBE subcontractors to solicit bids on large $1-10 million dollar government contracts, utilizing phone, email, and fax outreach avenues.- Created a data management system utilizing Microsoft Excel to easily track and record outreach efforts and their outcomes, identifying key subcontractors and maintaining good standing with them.- Prepared weekly ADP payroll and generated certified payroll reports using LCPTracker, uploading reports in accordance to contract conditions.- Assisted general manager with preparing bid information and packets on busy bidding days to ensure swift estimate entry prior to deadlines.

- Utilized Fishbowl Inventory Management software to generate monthly reports and schedule clients due for repairs and maintenance services, while managing inventory levels and logistics operations to ensure timely delivery of over-the-counter goods to customers.- Assisted on an as-needed basis with assembly and packaging of materials as well as receiving deliveries and labeling products to be scanned into inventory.- Prepared job evaluation packets for technicians and reviewed these packets in detail once returned to determine next steps and notify outside sales representatives to follow up with clients if needed.

- Thoroughly reviewed executed sales contracts and technician measurements to ensure compliance with local building codes and regulations; and, accurately documented executed contracts and corresponding vendor purchase orders in CRM database.- Utilized a combination of technical measurements and sales notes to design and order products custom to each client’s needs; and, communicating with vendors regarding special requests, manufacturing lead times, warranty claims, and product delivery dates.- Collaborated with the warehouse manager to organize product by client and job, and inspected product deliveries for quality and quantity to ensure all materials are whole and present prior to installation.- Prioritized clear and concise follow-up communication with customers to collect milestone payments and provide appropriate expectations at each step of the process leading up to installation.

- Maintained consistent and friendly conversation with in-person customers to connect with them individually, generating interest in product and driving sales appointment growth efforts.- Actively engaged with online sales leads from several sources to identify customer needs and schedule both sales and warranty service appointments.- Developed an effective approach to provide consistent follow-up on lead outreach and current contracted jobs to ensure client satisfaction from start to finish.

- Collaborated with team leaders and executives to develop cohesive scheduling procedures for client meetings, travel, and company events.- Answered and screened a high volume of inbound phone calls, accurately identifying client needs and directing them to the appropriate point of contact.- Coordinated closely with logistics vendors to schedule timely delivery and pickup of product from warehouse.- Maintained a clean, organized, and respectable reception environment for guests and clients to help ensure a positive experience.

- Oversaw the implementation of candidate check-in procedures according to company guidelines.- Handled sensitive client information securely and discreetly during check-in and check-out procedures.- Ensured a safe and secure test environment by monitoring video and audio feeds throughout the test process.- Answered inbound phone calls and assisted with daily filing on an as-needed basis.