Lori Beard
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Lori Beard Email & Phone Number

Location: Fullerton, California, United States 5 work roles
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Role
Project Coordinator
Location
Fullerton, California, United States
Company size

Who is Lori Beard? Overview

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Lori Beard is listed as Project Coordinator at University Mechanical & Engineering Contractors, Inc, a with 228 employees, based in Fullerton, California, United States. AeroLeads shows a matched LinkedIn profile for Lori Beard.

Lori Beard previously worked as Senior Project Administrator at Azco Construction, Inc., Exxonmobil Refinery Rebuild, Torrance, Ca and Operations Project Lead at Webcor Builders.

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Email format at University Mechanical & Engineering Contractors, Inc

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University Mechanical & Engineering Contractors, Inc

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About Lori Beard

Over 20 years’ Administrative Experience supporting C-Suite Executives and Company Officers, with expertise in Operations Compliance, Contract Administration, Project Management, and Business Process Improvement. Top performance is achieved through a dedication to specifications, and an ability to supervise and train effectively. Expertly interacts cross-functionally with customers, team members, vendors, and leadership to develop best-practice standards, provide optimum workflow, improve outcomes, increase productivity, and ensure quality. Success is achieved through collaborative communication, effective conflict resolution, and diligent project oversight. Consistently delivers measurable results to support business growth and operational excellence.• Administrative Management• Bidding Process Oversight• Bookkeeping & Billing • Business Operations• Business Process Improvement• Change Orders• Collaborative Problem Solving• Confidential Information Management• Conflict Resolution • Contract Management• Cost Accounting• Cross-Functional Team Leadership• Customer Experience & Satisfaction• Customer Service & Support• Database Management• Data Acquisitions• Construction Management• Documentation & Reporting• Executive Suite Support• Expense Allocation • High-Volume Workload• Internal Audits• Inventory Management• Logistics & Shipping• Marketing & PR• Meeting & Event Planning• Office Management & Administration• Operations Management• Organizational Planning & Scheduling • Payroll Administration• Performance Optimization• Process Scheduler• Project Planning• Problem Assessment & Decision-Making• Procurement & Sourcing• Product Knowledge• Productivity Management• Profitability Improvement• Project Management• Quality Assurance • Records Management• Relationship Management• Report & Document Preparation• Safety & Regulatory Compliance• Sales Quotations & Service Orders• Staff Training & Supervision• Quickbooks• Standards Compliance• Technical Team Support & Training• Vendor/Supplier Relationship Management• Workflow Improvements & Management

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University Mechanical & Engineering Contractors, Inc
University Mechanical & Engineering Contractors, Inc
Project Coordinator
tempe, arizona, united states
Website
Employees
228
AeroLeads page
5 roles · 25 years

Lori Beard work experience

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

Project Coordinator

Current

Anaheim, Ca

Manages job/jobsite administration including new hire training of project coordinators, job map creation, project plan logs, RFI's, change orders, subcontractor requirements, LTL shipping, billings and collections, expense reports, job archiving, equipment testing logs, and state & federal project compliance specifications.• Oversee job startup coordination including the preliminary notice to mechanics lien filing, subcontractor payment & performance bonds, set up of wrap liability insurance, flow down provisions of contracts, SDS binders and OSHA safety sheets• Obtain current drawings and specs, jobsite trailers, storage facilities, toilets, temporary electricity, internet, and water for trailer hookups, office furniture, office equipment, office supplies, safety supplies/posters and field equipment including water bottles and 5-gallon units• Create form templates for use in accounting and project management including vendor lien information, change order tracking, invoices, lien waivers, and a payment history log• Create job maps, plans and specification spreadsheets, RFI submittals/tracking, change orders, and Title 24 forms including material requisition forms and purchase orders• Order plan sets from print vendors, prepare field timecards, update payroll program with job numbers, and shop for lowest price freight LTL shipping• Process 2-10 subcontractor on-board compliance letters of instruction on payroll and insurance per project• Process monthly contract project billings, prepare schedule of values spreadsheet, prepare affidavits on subcontractors, compile supplier invoices, send lien wavers for the billing month, submit PM payments forecasting per project, and track projects and corresponding collections on a spreadsheet• Scan documents for project archiving, prepare all equipment testing forms, process all notice of award paperwork and state and federal project compliance

2016 - Present ~10 yrs 6 mos

Senior Project Administrator

Azco Construction, Inc., Exxonmobil Refinery Rebuild, Torrance, Ca

Torrance, Ca

Coordinated and tracked union new hire and annual training and drug testing at the Occupational Safety Councils of America.• Scheduled "Refinery Safety Overview Course" for new crew members and "Refinery Officer Certification" for foremen at the Occupational Safety Council• Compiled weekly reports of safety observations, hazards or “near miss” incidents as reported from workers, communication notices, letters, reports, and transmittals• Monitored "Welder Continuity Program" to ensure that recertification of 20+ welders was scheduled, and a $250-$600 cost would not be incurred• Responsible for catering and event planning for safety milestone lunches (every 90 days) for 400+ workers and staff members, as well as an annual holiday party• Assisted Safety And QA/QC departments with reports, presentations, notices, project signage, and data entry

2015 - 2016 ~1 yr

Operations Project Lead

The Ratkovich The Bloc Renovation Project.

Responsible for new jobsite office setup and closeout, including new hire paperwork, timekeeping, payroll, subcontractor contracts, vendor monthly billings, contract compliances, project billings, lien notices, and maintaining and updating "Textura"- a paperless payment management platform.• Processed contracts, purchase orders, change orders, preliminary notices, lien waivers, and certificates of insurance• Worked closely with subs and vendors on monthly billings and required compliances, and maintained subcontract files in hard copy and electronic format • Prepared project billings on the" Textura" payment software program for approval and payment, including joint check requests• Verified and recorded payroll hours and processed union new hire and layoff paperwork. while ensuring stringent safety measures were followed

2014 - 2015 ~1 yr

Senior Executive Administrative Assistant & Office Manager

Precision Construction Group & T&G Global

San Dimas & Long Beach, Ca

Personally Assisted a contractor and organized office administration for a new contracting company (Precision Construction), and was Office Manager and Buyer for 3 new entities (St. Nick's Commercial Design, Circle Capital Property Mgmt., and T&G General Construction) in event lighting, real estate and general contracting. Precision:• Facilitated office procedures and clerical functions in administration, A/R, A/P, file set up, and state fund accounts as well as "QuickBooks" Contractor Software and reporting• Shopped best price for liability insurance, and purchased and set up all office equipment • Acquired plans/specifications on FTP sites to assist with paperless review, estimating and bidding, and assisted owner with obtaining city licenses, fuel and utilities accountsT&G Global:• Organized and maintained office administration and operations, payroll, compliance procedures and clerical functions including "QuickBooks Pro" accounting system• Analyzed, shopped, and procured holiday decor and lighting supplies for" St. Nicks" as well as negotiating pricing and shipping, and maintaining inventory• Generated and prepared all administrative prerequisites to obtain supervisor's general contracting license at T&G, including setting up bond, and new company administration• Assisted in prioritizing executive's daily schedule and appointments for all 3 companies

2013 - 2014 ~1 yr

Senior Executive Admininistrative Assistant

Los Angeles Hq

Assisted executive officers with public relations, training symposiums, correspondence, special projects, meeting and travel arrangements, procurement, inventory, payroll, vehicle maintenance, equipment contracts, expense accounts, supplier relationships, bidding proposals, and vendor management.• Managed, maintained, and scheduled a fleet of 36 trucks and vehicles, including required US DOT decal registrations and major repair estimates• Managed cell phone and fuel account purchases, service, charges, and expense tracking• Assisted project management with finalizing subcontractor pricing, contract administration, purchasing, delivery/equipment scheduling, job books, payroll data, compliance, and archiving• Assisted sales with RFP’s and bid coverage, as well as gathering and disseminating plans and specifications, verifying subcontractor qualifications and capacities, ensuring compliance with labor laws, and maintaining spreadsheets showing project win ratio and scope• Developed an effective procedure for tracking inventory, that included accurate project costing, easy check-out of materials, new storage location, and a 5% lowering of overhead• Assembled and maintained companywide owner/architect/vendor data bases for approved vendor lists, and campaign mailers and newsletters• Entered all construction payroll data into accounting system per job number and cost codes• Assisted executive officers with PR, including articles for "Glass Magazine" on building trends, and setting up AIA architectural symposiums for 40+ USC students to earn continuing education credits• Organized monthly and annual management meetings for officers in LA, Las Vegas, and San Bernardino, including agendas and travel arrangements for 20-25 people

2002 - 2010 ~8 yrs
Team & coworkers

Colleagues at University Mechanical & Engineering Contractors, Inc

Other employees you can reach at umec.com. View company contacts for 228 employees →

FAQ

Frequently asked questions about Lori Beard

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What company does Lori Beard work for?

Lori Beard works for University Mechanical & Engineering Contractors, Inc.

What is Lori Beard's role at University Mechanical & Engineering Contractors, Inc?

Lori Beard is listed as Project Coordinator at University Mechanical & Engineering Contractors, Inc.

Where is Lori Beard based?

Lori Beard is based in Fullerton, California, United States while working with University Mechanical & Engineering Contractors, Inc.

What companies has Lori Beard worked for?

Lori Beard has worked for University Mechanical & Engineering Contractors, Inc, Azco Construction, Inc., Exxonmobil Refinery Rebuild, Torrance, Ca, Webcor Builders, Precision Construction Group & T&G Global, and Giroux Glass, Inc..

Who are Lori Beard's colleagues at University Mechanical & Engineering Contractors, Inc?

Lori Beard's colleagues at University Mechanical & Engineering Contractors, Inc include Milton Barajas, Ed Fultz, Douglas Neilson, Albert Macias, and Randy Youngdale.

How can I contact Lori Beard?

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