Home Energy/Residential Department• Responsible for building relationships between finance lenders and Isaac Heating.• Processes applications for financing.• Financing contact person for field reps and auditors (questions, concerns, escalations)• Track and verifies payments from NYSERDA & EFS (Energy Finance Services)• Assist the department team with administrative duties as needed.• Responsible for entering and tracking rebates.• Handles rebates from RGE.• Trains new and existing employees on Financing options.Home Energy/Residential CoordinatorJune 2018 - September 2018• Collection and distribution of job folders for installation of equipment.• Job submission review. Confirming accuracy of files submitted by auditors and project managers to Project Coordinators.• Process warranties on equipment installed for customers.• Answering phone and scheduling audits, sales call, installations. Help customers with questions and or concerns.• Support the Home Energy/Residential install office/field personnel.• General office duties: filing, scanning documents, copying.

Provide administrative support to the organization, while maintaining Customer Satisfaction through quality and value.General Office:Maintain job filing system, electronic filing system.Collect & verify all weekly project paperwork and time cards - log as required.Maintain/update project lists, contact information.Assist Estimating Department when needed for bids.Responsible for maintaining the daily operations of the front office.Assist Accounting:Check invoices/applications for payment upon receipt for accurate numbers.As invoices come in, enter data from invoices into Timberline prior to approvals.Route invoices per procedures.Contract/Project Management:Prepare subcontracts for subcontractors, follow up on contract execution.Review subcontractors insurance certificates for compliance.Maintain sub-manpower spreadsheets, review all certified payroll reports for accuracy.Prepare Monthly Project Reports.Collect and prepare Monthly Utilization Reports.Manage Section 3 Reporting.Assist with O&M/Warranty manuals for closeout.

Responsible for logging all Accounts Receivables and Payable into Quick Books. Receive, sort and enter invoices.Prepare & issue customer invoices, progress billing, credit memos in accordance with company's billing procedures .Manage accounts receivable, mail out statements, call customers to follow up on payments.Prepare and submit construction proposals for potential work.Maintain proper billing files, records and customer correspondence.Receive and enter bank deposits in Quick Books and at Bank.Responsible for monthly bank reconciliations for all bank accounts and petty cash.Ensure the filing of quarterly NYS sales tax is done accordingly.Provide financial reports on a weekly/monthly basis to the Owner's.Generate and submit weekly payroll using ADP. Maintain and monitor employee PTO and 401k contributions.Maintain fax machine and sort incoming faxes. Order and maintain office supplies/equipment.Request proper tax exempt certificates as needed and submit certificates of insurance as required. Maintain stock inventory, deliveries and price changes using Excel.Answer the telephone, screen and direct calls for the Owner's.Monitor incoming email for the Owner's and from company website.

Recorded daily bank deposit and posting to A/R aging report. Processed monthly invoices for payment and submitted time and material billing. Worked with project managers and estimators for submission of monthly billing.Set-up and maintained AIA G702 & 703 form (Application and Certificate for payment), and invoiced and processed change orders using FOUNDATION construction software. Ensured all contracts were signed, and proper tax-exempt forms, certificates of insurance, and lien waivers were current and organized.Assisted with Accounts Payable matching vendor invoices to packing slips or to other proper documentation.Verified proper pricing and quantities using price quotes given from vendors regarding materials, tools and equipment.Audited jobs on a monthly basis for material and labor costs. Oversaw weekly payroll for approximately 100-130 union field employees. Created and managed new hire and existing employee personnel files with union pay rates, deductions, and tax information. Submitted regular certified payroll reports. Oversaw and assisted with routine office operations and equipment such as opening, date stamping, faxing, copying, postage and mail sorting, and data entry. Answered, triaged, and routed incoming calls and inquiries.

Assembled and prepared construction management and design build proposals, qualifications, and related correspondence for corporate headquarters and regional offices throughout New York State and North Carolina. Designed, developed, and supported internal and external marketing and promotional materials such as newsletters, brochures, advertisements, and trade show materials. Arranged, coordinated and participated in all company trade show events.Designed and prepared PowerPoint presentations as requested by potential and core clients seeking to build or renovate. Maintained and tracked proposal submissions and project database. Created collateral materials such as personnel resumes and project profile sheets. Supported and assisted the estimating department of schematic, design development, and construction documents submissions. Coordinated with owners, project managers and photographers through all construction phases to final completion of the project.