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Loan Phan Email & Phone Number

Senior Proposal Coordinator at G.I.S.
Location: Houston, Texas, United States 12 work roles 5 schools
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Senior Proposal Coordinator
Location
Houston, Texas, United States
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Loan Phan is listed as Senior Proposal Coordinator at G.I.S., a with 1379 employees, based in Houston, Texas, United States. AeroLeads shows a matched LinkedIn profile for Loan Phan.

Loan Phan previously worked as Marketing Specialist at Pfluger Architects and Company Owner/Photographer at Loan K Photography. Loan Phan holds Bachelor'S Degree, Business, Management, Marketing, And Related Support Services from University Of Houston-Downtown.

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G.I.S.

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About Loan Phan

Dependable individual with total 28+ years of work experience with 26+ years in Proposal and Project Management (PMO)/Marketing/Engineering (Architectural/Civil Engineering/Production Equipment/Environmental/Oil & Gas)An accomplished professional with strong knowledge of project management, proposal management, executive decisions, customer relations, teamwork, willing to work in a position with a company where I will have a chance to continuously improve my skills and knowledge.• Marketing & PMO – Proposal Management and Project Management• Proficient Organizational Skills & Meticulous• Oral and Written Communication; Collaboration and Support• Initiative-taking and Disciplined; Desire to Succeed, Flexible and Adaptive• Executive level of Assisting Vice Presidents, Presidents and Executive Directors• Texas Notary Signing Agent Software: Microsoft Office Professional 2021 (Excel, Access, PowerPoint, Word, Outlook, Publisher, Project/Visio), Microsoft 365, SharePoint, CRM, SalesForce, Sales Dashboard, Dropbox, Microsoft Project, Quickbooks, PDF-xChange Editor, Acrobat Acrobat DC Professional, Ariba, Iberdrola iBuy, GoSupply, RFP360, Syteline, NextCloud, Edocs, M1 database, Deltek, Acrobat LightRoom, Acrobat Photoshop, Acrobat InDesign, Illustrator, Windows Vista, Windows XP, Windows Me Millennium edition, Windows 2002, IBM Computer, Corel WordPerfect, Job Scope Database, Vision View and InternetAdministration: Type 85 wpm, Keystrokes 20,800/h, PMO - status reporting, Proposal writing, Proposal template creations, Reviewed & analyzed Request for Information (RFI), Request for Quotations (RFQ), Request for Proposals (RFP). Reviewed contracts with exceptions, Pre-qualification questionnaires, Review qualifications to proceed with preparing for proposals, formatting, editing, and revised final documentation. Prepared confidential documents including government and federal). Accounts payable and receivable, Prepared/reviewed, RFP, specifications, exhibits, addendums for various projects for geophysical and geotechnical surveying/construction/engineering/architectural firms. Prepared Data Books for specific projects. Domestic and international travel arrangements, purchase requisitions, purchase orders, expense reports for upper management, change orders, transmittals, timesheet preparation, tracking, Filing, copying, mailing, inventories, and scanning. Familiar with all forms of administrative duties.

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G.I.S.
G.I.S.
Senior Proposal Coordinator
Houston, Texas, United States
Website
Employees
1379
AeroLeads page
12 roles

Loan Phan work experience

A career timeline built from the work history available for this profile.

Senior Proposal Coordinator

Houston, Tx, Us

Role listed

Houston, Texas, United States

Company Owner/Photographer

Specializes in portraits, family, children, boudoir (LK Boudoir), Lifestyle, head shots, small intimate weddings, engagement, Seniors (high school/college), graduation, events,Houston and surrounding cities, Austin, Dallas, San Antonio. Ready to fly if needed, just name the place and I can be there!

Proposal Manager

Palmer, Alaska, Us

Managed all aspects of proposal execution from ITT/RFQ stage to Project handover.Managed and presents all Gate levels prior to proposal submittal for all subject matter leads.Reviewed ITTs/RFQs received, and clarification of bid requirements with clients.Tasked all appropriate departments with contractual & technical review of ITTs/RFQs to all SME’s.Issued NDA's and request, obtain and review subcontractors' quotations when required.Monitored costing of projected resources and pricing of bids in line with bid strategyCompiled all bid documents, ensuring all elements meet client's requirements or are suitably qualified, writing text when necessary to present Segment's proposal.Interfaced with client during tender response.Scheduled and conducted all gate review meeting and project handover meetings as well as Lesson's Learned with client for unsuccessful tenders.Reported ITT/RFQ requirements with bid strategy recommendations to Tender Manager - and Regional Sales Manager and other departments. Contributed to technical and commercial bid strategy meetings, recommending preferable solutions where appropriate.Ensured timely submission of proposals either by electronic transmission, upload to Client's website, or courier of bid documents.Clarification, revision and re-submission of bids, consulting other departments and obtaining management approval, when necessary, prior to re-submission.Maintained client procurement portals.Logged all invitations to tender (ITT) and requests for quotation (RFQ) to Segment's database on receipt.Managed all proposal folders, and population of folders with ITT/RFQ documents and communications.Kept timely acknowledgement of ITTs/RFQs received, and transmission of other necessary responses to clients.

Apr 2022 - May 2024

Commercial Proposal Director

Houston, Texas, Us

Managed budgetary and firm proposals with Business Development Manager/Proposal Manager. Managed all incoming RFQ's from Business Development Managers.Managed, Created, gathered, researched and organized information from many sources/subcontractors to generate business development documents.Updated and maintained new prospects into CRM’s database as well as receiving and logging in new requests.Created company standard format of all proposals and assisted in developing proposal management and project management procedures.Continued developing and maintained company procedures for project management and business developmentManaged the coordination of creating proposal components, bid/qualifications to ensure all information is accurate and is compliant to RFQ/RFI/RFP requirements. Worked closely with Proposal Manager on timeline of each proposal and we work with deadlines on a daily basisAssembled final proposal data, as per standard format. Proofreads, edits, and standardizes proposal Compiled technical writing based on data provided by estimators, engineers, business development managers, and direct managerCoordinated proposal reviews and ensuring compliance with requirements with the proposal teamPrepared list of qualified subcontract list, receives requests for proposals and works with team to determine their abilities to comply with company/project requirements.Worked with team to for responses to RFP’s.Worked independently and with team on special nonrecurring and ongoing projects with project management.Directed all components needed for estimating for each proposalCreated and distributed marketing materials. Developed PowerPoint presentations to present to new potential clientsIssued purchase orders for projects as needed, monitors timely delivery of orders against project schedule, resolves discrepancies. Setup New Customers, Project Contracts, Projects, Project Rates, and Project Budgets in Quickbooks.

Sep 2018 - Mar 2022

Executive Assistant To Executive Director

Houston, Texas, Us

Directly reports to Executive Director of Harris County Public HealthWorked with Executive to help analyze all project costs and billingsMaintained, monitored and updated Executive Director's calendar on a daily basis (changes daily) Maintained Director's agenda(s) and assist in planning appointments, board meetings, conferences, appearances Supported the in-house County Attorney's Office legal counsel as needed by gathering needed documents and exhibits for compliance with subpoenas and public information requests and providing other general administrative support as needed.Prepared, reviewed, and edited correspondence, documents, spreadsheets, memos, speeches, agendas, reports, and all other written communications on behalf of the Executive DirectorKept detailed logs and records of Executive Office processes and activities.Maintained subscriptions, appointments, licenses, and memberships for the Executive Director. Coordinates Department submissions for Executive Director signature and County Commissioners Court approval.Assisted Department procurement and reimbursement process, including drafting and processing purchase requests.Prepared and submited requests for reimbursement for mileage or other expensesProvided backup administrative assistance to other Executive Office Directors as needed.Overseeing timekeeping data entry daily. Performed other duties as assigned.Answered and managed the Executive Office phone line.Coordinated and booked travel arrangements (domestic and international)Review, edit, and prepare Powerpoint presentations for Executive Director

Oct 2016 - Oct 2018

Sr. Business Development/Marketing Coordinator

Chantilly, Virginia, Us

Created, gathered, researched and organized information from many sources including government and federal to generate business development documents including proposals, qualifications, presentations. Synthesized disparate data from multiple sources into coherent BD documents.Understood and supported Parsons’ business development and proposal development policies, procedures and protocols. Reviewed RFP and bid/qualifications requested documents so that client requirements are clearly understood. Worked w/ BD Manager/Proposal Manager to prepare the Responsibility and Compliance Matrix. Worked with BD Manager/Proposal Manager to prepare a proposal schedule that includes ample time for document development, all reviews, production and delivery.Organized all technical written materials supplied by support groups including organization of sections, tables, exhibits, and attachments. Monitors proposal for accurate content and branding/format consistency and compliance. Scheduled marketing support services with the appropriate support groups such as graphics, quality assurance and production, to ensure proposal deadlines are completely understood and met.Identified & edited existing materials and writes copy to effectively communicate Parsons services, core capabilities and discriminators to develop responses. Researches and gathers information to include corporate information, past experience examples, proposed project team resumes and other standard materials. interfaces with support departments such as Safety, Contracts, Finance, Project Controls, Human Resources and Engineering to meet document requirements. Tracked & reported status of all proposal elements to proposal team and Marketing Manager. Anticipates potential problem areas and works with BD Manager/Proposal Manager and Marketing Manager to provide practical solutions to problems as they arise. Scheduled/coordinated in meetings relating to proposals, business development and marketing.

Apr 2016 - Sep 2016

Project Management /Document Control

Houston, Texas, Us

Managed the development, preparation and award of subcontractors. Managed the project meetings to ensure schedule, priorities and expectations are being metManaged contractor’s progress and performance to ensure timely deliveryAnalyzed financial information relating to clientle. Interfaced with accounts payable and receivable, while creating monthly sales reports.Arranged all calendar management, meeting scheduling for project managers, internal and external.Project manager of all subcontract orders received. Managed multiple Buy-out projects to assure all is completed and shipped timely. Managed all Data Books provided for customers after a Sales order has been shipped.Coordinated all meetings with upper management and maintaining soft electronic files Managed expense reports on a monthly basis. Created templates and procedures for Project management Team to utilize. Coordinated with VP of Engineering and Estimating group to pull cost from M1 database for specific projects.In conjunction with corporate HR to facilitate onboarding new hires, personnel changesInputted and coordinated data entry into customer required systemsIssued Invoices to Customer through various channelsCompiled and maintained documents and records of all billingsProcessed credit memos, additional billings, and accounts receivable Created PowerPoint presentations on a monthly basis.Coordinated between Project Managers for kick off meetings, which includes conference calls

May 2013 - Apr 2016

Pmo Proposal Coordinator

Houston, Texas, Us

Managed multiple projects for tenders to customer. Coordinating, scheduling and creating training materials. Gathered information from several departments within Dril-Quip to submit in a formalized proposal to customer.PMO Analyst for clients including status reports and facilitating meetings. Procedure and Process writer for Project Sales department of proposal process.Lead in Proposal group meetings for outstanding tasks on a weekly basis.Sharepoint administrator to create Project Sales Proposals site to create workflows when gathering information for proposals, location for standard templates, updates on proposals, amongst process for easy access for handover to Project Management after we receive a Sales Order.Administrative duties include organizing Proposal folders, template locations, formatting several documents, assist in creating standardized forms, along with basic duties.

Dec 2012 - May 2013

Pmo Coordinator Iii

United States, Us

PMO Coordinator I, promoted to PMO Coordinator II, then finally PMO coordinator III.Managed subcontract orders to ensure timely delivery, cost efficient, and logistics to customer’s site and also assisted Project Managers on custom orders that required more detailed coordination including specific requests from Customer domestically and internationally.PMO Analyst for clients including budget forecasts, logistics, actual vs real forecasts, risk management, timesheet tracking, status reports and facilitate status meetings and kick-off meetings.Managed and Developed Project Schedules Managed Proposals, Purchase orders from customers, Estimates, Terms w/ Project Manager to make sure the scope is understood and able to move forward with the progression of the project.Delivered training for individual and group settings.(Syteline database, procedures, processes pertaining to project management)Developed project folders to organize all customer orders. Served as point of contact for status of orders.Assisted with Director of Project Management in recruiting PMO coord. for the dept.Assisted Supply Chain to expedite material and subcontract orders for each project. Expedite timely orders with Supply Chain to achieve delivery schedules.Worked directly with each fabrication sites to ensure materials were received, delivery is on schedule & retrieves Data book information to send to customer.Assisted in developing Production Equipment Progress Billing Spreadsheet to help control the progress billing of each project that falls under standard payment terms directly w/ Accounts ReceivablesWorked directly with Director of Project Management in procedures, assignment of Project Manager to particular jobs, back up for Director when out of the office. Used SharePoint and took lead in maintaining & coordinating.  Ensured efficient, smooth functioning of business operations by incorporating Six Sigma methodology. Helped develop standard ASME Data books

Jan 2009 - Dec 2012

Senior Proposal Coordinator – Pmo Project Coordinator

Us

Provided support to Project Manager on projects in Oil/Gas/Water Department (Domestic & International Orders) Served as Project Manager when the Project Manager was out of the office.Lead in Project Predictable Deliverables System, a stage gate check off list for projects and lists all required actions to be made before proceeding to each stage until project is complete in the final stage.Coordinated with Document Control for release of drawings and correspondenceSubmitted required documentation for creation of job numbers for new jobs. Assisted on Project Execution Plan for projects.Coordinated job books to be issued to clients. Expedite job books delivery in order to meet milestone payments, which were based on approval of job books.Project Dashboard to coordinate status of projects including Milestones to meet for individual project.Created invoices based on milestones agreed on initial Purchase Order. Expedited project deliverables to Client, Fabrication Shops, Test Automation and Control facilities, and internally to Engineers.Created minutes of meetings for project meetings and set up weekly project meetings.Coordinated distribution of Engineering Change Orders (ECO). Coordinated with SCM for timely release of RFQ’s and Purchase Orders. Coordinated with SCM the receiving of project status reports from Vendors. Continuously worked in Jobscope Database to search and create part numbers for Bill of Materials for all projects.PMO Analyst for clients including budget forecasts, logistics, actual vs real forecasts, risk management, status reports and facilitate status meetings and kick-off meetings.Retrieved approval of Bill of Materials from Project Engineer and Lead Designer and released to Supply Chain Management Representative as a work order for all projects.Created Standard Bill of Materials, according to NATCO standard drawings Maintained project schedules for Lead Designer on a daily basis.

Jul 2005 - Jan 2009
Team & coworkers

Colleagues at G.I.S.

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5 education records

Loan Phan education

Bachelor'S Degree, Business, Management, Marketing, And Related Support Services

University Of Houston-Downtown

Marketing/Marketing Management, General

Texas State University

Negotiation And Sales Certification

Acteon

Notary Signing Agent - Certified

National Notary Association

Education record

Project Management Academy
FAQ

Frequently asked questions about Loan Phan

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What company does Loan Phan work for?

Loan Phan works for G.I.S..

What is Loan Phan's role at G.I.S.?

Loan Phan is listed as Senior Proposal Coordinator at G.I.S..

Where is Loan Phan based?

Loan Phan is based in Houston, Texas, United States while working with G.I.S..

What companies has Loan Phan worked for?

Loan Phan has worked for G.I.S., Pfluger Architects, Loan K Photography, Terrasond Limited, A Proud Part Of Acteon Geo-Services, and Otso Energy Solutions.

Who are Loan Phan's colleagues at G.I.S.?

Loan Phan's colleagues at G.I.S. include Robert Mick, James Mclaughlin, Jeremy Vedros, Wayne Kendall, and Frank Smoorenburg.

How can I contact Loan Phan?

You can use AeroLeads to view verified contact signals for Loan Phan at G.I.S., including work email, phone, and LinkedIn data when available.

What schools did Loan Phan attend?

Loan Phan holds Bachelor'S Degree, Business, Management, Marketing, And Related Support Services from University Of Houston-Downtown.

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