Liz Morgan, Crpm Email and Phone Number
Experienced operations manager specializing in high-end residential remodeling, known for orchestrating streamlined project workflows, optimizing resource allocation, and cultivating a safety-focused culture, consistently achieving outstanding results in demanding construction environments. Project management professional ensuring timely, budget-conscious, and exceptional project delivery.Proficient user of QuickBooks Online, MS Office, Google Workspace, BuilderTrend, Trello, Gusto, Houzz Pro, SmartSheets, multiple applicant tracking and CRM systems. Core Competencies include: Construction Project ManagementProjections & Forecasting, Project Planning/Scheduling, Permitting, Subcontractor Management, Superior Customer Service, Conflict Resolution, HR Management, Hiring/Onboarding/Training, Confidential Correspondence, Billing/Payroll/AP/AR, Quality Assurance, Safety Standards, Marketing, Coordination, IT Support/System Integration, Process Improvement, Rough/Finish Material Procurement, Contract Negotiation/ExecutionSupplier/Vendor Relations
Jeffery Design Studio
View- Website:
- jefferydesignstudio.com
- Employees:
- 5
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Construction ManagerJeffery Design StudioConcord, Ca, Us -
Project ManagerJeffery Design Studio May 2024 - PresentLivermore, California, United States -
Chief Operating OfficerOptimize Worldwide, Inc. Jan 2022 - PresentConcord, California, United StatesA Bay Area based digital advertising agency supporting businesses across the nation through web design, Google Ads, Facebook and Instagram advertising, and graphic design. -
Assistant Operations ManagerNew Key Construction Apr 2023 - Mar 2024United States⮚ Specializing in overseeing multi-million-dollar remodeling projects.⮚ Oversee the production department including the field and production support teams. ⮚ Bring valuable insight into the sales, estimating, and design teams to ensure a fully baked project is handed off to production for successful builds. ⮚ Project Manager for all active projects and serve as the client’s primary point contact. Build Gantt schedules and hold the production team accountable to the project timeline ensuring profitability, client satisfaction, and thriving employees. ⮚ Negotiate contract terms with subcontractors to ensure profitability without sacrificing quality. ⮚ Manage subcontractors to ensure alignment with company expectations and adherence to deadlines.⮚ Oversee the pre-construction process including partnering with design, architects, engineers, and T24 to produce permit sets, thoroughly knowledgeable in the permitting process with all local municipalities for smooth permit acquisition and build project binders to ensure field staff can execute design seamlessly. ⮚ Accountable to the project billing process. Process invoices based on progress and follow through with clients for collection.⮚ Build project specific cash flow projections, as well as company-wide forecasting. ⮚ Keep a pulse on every project’s budget and make decisions to use the field team or a subcontractor for specific trades to ensure profitability. ⮚ Drive focus on customer experience to ensure expectations are exceeded and concerns are addressed.⮚ Thoroughly knowledgeable with building permitting as well as city, county, and state licensing.⮚ Manage recruiting process for open positions on the production team. -
Operations ManagerSignature Services Jan 2022 - Apr 2023Concord, California, United States⮚ Cultivate relationships with suppliers to leverage preferred pricing on materials. ⮚ De-escalate potential liabilities by ensuring client satisfaction. ⮚ Direct point of contact for residents and property managers.⮚ Coordinate support staff to optimize workflow.⮚ Create and maintain company asset inventory logs. ⮚ Collaborate with the sales team, project managers, back-office support, and business owner to generate and execute service contracts.⮚ Source qualified candidates for open positions, complete phone screening, and coordinate in-person interviews with the management team.
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General ManagerPro Level Construction Inc Sep 2021 - Apr 2023Concord, California, United States⮚ Leverage network within the community to acquire new clients and projects. ⮚ Qualify incoming project leads, coordinate site visits, and negotiate contracts.⮚ Communicate with clients throughout all phases of sales, design, construction, and warranty. ⮚ Serve as the communication hub to bridge the gap between clients, field staff, design team, back-office support, and vendors to ensure optimal efficiency. ⮚ Focus on customer experience to ensure expectations are exceeded and concerns are addressed.⮚ Oversee the design team to ensure they stay focused, produce the client’s vision & guide them to stay within budget.⮚ Monitor project schedule and anticipate the rough material and product delivery timeline needs.⮚ Identify subcontractors, negotiate contracts, and manage production to ensure that we stay on budget and on time.⮚ Oversee all general accounting functions including bookkeeping, AR, AP, payroll, billing, banking, and job costing. ⮚ Thoroughly knowledgeable with building permitting as well as city, county, and state licensing.⮚ Provide HR support to all employees and onboard new staff members. Manage recruiting process for open positions. ⮚ Create and implement marketing initiatives. Oversee digital advertising, website design, and social media efforts.⮚ Keep the office and projects running smoothly. -
Office Manager/Executive Assistant To The PresidentPro Level Construction Inc Sep 2019 - Sep 2021Pleasant Hill, California, United StatesWe’re a rapidly growing team located in Pleasant Hill, California where we have a 30-year legacy in upscale residential remodeling and our sole focus is to build the best. At Pro Level Construction we lead our clients through the entire build process beginning with design services, helping them navigate the permit process, and finally leading them through the build. We specialize in accessory dwelling units (ADUs), room additions, and whole house, kitchen, and bathroom remodels.I keep the office running smoothly and manage all administrative staff. I serve as the assistant to the President of the company. • Manage all general accounting functions including bookkeeping, AR, AP, payroll, billing, banking, and job costing. • Coordinate with clients, design/build teams, subcontractors, vendors, inspectors and permitting agencies. • Provide HR support to all employees and onboard new staff members. Manage recruiting process for open positions. • Leverage my network within the community to acquire new clients and projects. -
FounderChamco Racing Jan 2002 - May 2019Concord, CaProvided staffing for scoring services for the largest off-road motorcycle racing organization in the country with events in Northern California, Nevada, Montana, and Hawaii. Successfully provided results and standings for over 2,000 races with approximately 400-800 participants per event. Collaborated with my staff, event promoters, sanctioning body organizations, racer participants, and their families to ensure a positive experience with many competing priorities.
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Interim Part Time Executive AssistantSiino & Associates Llc Jul 2013 - Jul 2014Walnut Creek, CaliforniaSiino & Associates was formed through the purchase of the California region of AC Lordi, returning the company to local ownership. AC Lordi originated in California 7 years ago by the acquisition of two Bay Area consulting and placement firms, A4C and The Nolan Group. The network of high-level consultants that have been with these firms for many years, as well as the tenured leadership team, remain in place. Although practicing under different names, Siino & Associates and its predecessors have been continually operating in the Bay Area since 1980. Siino & Associates will continue to provide accounting and finance consultants for staff augmentation, project management and other interim needs as well as direct hire placement assistance. -
Interim Part Time Administrative AssistantBong Hillberg Lewis Fischesser Llp Sep 2013 - Mar 2014Walnut Creek, Ca -
Interim Order Administration CoordinatorOpentable Aug 2012 - Jan 2013San Francisco Bay AreaContract position administering the processing of work orders generated by the Sales and Operations teams. Monitor the work order process to ensure customers are invoiced in an accurate and timely manner. • Ensure all incoming contracts have been completed in accordance with Company policy.• Work with the Sales, Operations and Legal teams to resolve and confirm non-standard terms and conditions.• Process and enter work orders into Great Plains accounting system.• Generate sales orders and invoices. -
Executive Assistant/Office ManagerAc Lordi Dec 2007 - Jul 2012San Francisco And Walnut Creek, Ca•Consummate professional dedicated to making the lives of four busy Senior Executives easier. Served as an effective gatekeeper; managed and prioritized the entire scope of their calendars/tasks/contacts to ensure that their time was focused on critical, strategic issues.•Coordinated all ground and air travel arrangements including negotiation of preferred rates.•Efficiently handled daily office tasks including greeting visitors to the office, answering multi-line phones, maintaining office supplies, postage, FedEx accounts, etc. Maintain and report issues regarding computers, telephones, office equipment, keys, etc.•Performed a variety of accounting activities, such as adding collecting timesheets from contractors on billing, generating invoices and sending to clients, interface with A/P and A/R departments as necessary, conduct collect calls to clients.•Provided HR support to all internal employees and consultants in the field. Responsible for onboarding new staff and assisting with benefits administration and payroll related questions.•Served as first level support for company systems to all West Coast users. Traveled to other firm locations across the country to train staff on company systems. Oversaw all aspects related to system conversion projects to ensure a seamless transition for our employees. •Responsible for managing and coordinating all events and meetings including location selection, vendor coordination, and supplying all materials and supplies. -
RealtorSummit View Properties Jul 2005 - Jan 2009Clayton, Ca•Represented clients in the purchase/sale of residential property. Evaluated the needs and wants of buyers to assist in home selection.•Coordinated with other agents, clients, loan officers, lenders, vendors, contractors and escrow officers to ensure all required documents are received with proper signatures in order to close escrow in a timely manner.
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Lead Operations RepresentativeBank Of America Oct 1999 - Apr 2007Concord, Ca•Thoroughly knowledgeable in formatting of international payments and processing systems which enabled me to serve as a support consultant to other payments groups within the global operations. Processed incoming and outbound international wire transfers while adhering to strict deadlines. Investigated all payments that wire transfer department was unable to complete.•Served as a direct point of contact for rate discrepancies, adjustments and profit/loss questions for GFX front, middle and back offices nationwide. •Compiled metrics for monthly productivity and analyzed data to streamline processes. Created, updated and maintained department procedural manuals.•Evaluated and resolved all escalated issues within the department and advised manager of risk when necessary. •Trained all new associates on skills needed to perform their jobs proficiently.•Promoted 5 times and traveled to other locations across the country to provide staffing coverage during times of natural disasters.
Liz Morgan, Crpm Education Details
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Liberal Arts And Sciences/Liberal Studies -
Liberal Arts And Sciences/Liberal Studies -
Liberal Arts And Sciences/Liberal Studies
Frequently Asked Questions about Liz Morgan, Crpm
What company does Liz Morgan, Crpm work for?
Liz Morgan, Crpm works for Jeffery Design Studio
What is Liz Morgan, Crpm's role at the current company?
Liz Morgan, Crpm's current role is Construction Manager.
What schools did Liz Morgan, Crpm attend?
Liz Morgan, Crpm attended California State University - East Bay, Diablo Valley College, California State University - East Bay.
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