Patti Osorio Email & Phone Number

Tempe, Arizona, United States

Tempe, Az

In my capacity, I play an integral role in overseeing service call orders and coordinating with other departments for project installations. I showcase my keen attention to detail and problem resolution capabilities reviewing and approving supplier and subcontractor invoices for payment, resolving supplier invoice discrepancies, and providing accurate customer e-invoicing. As a National Account Coordinator, I execute rigorous project file audits for compliance, accurate bookkeeping, and… Show more In my capacity, I play an integral role in overseeing service call orders and coordinating with other departments for project installations. I showcase my keen attention to detail and problem resolution capabilities reviewing and approving supplier and subcontractor invoices for payment, resolving supplier invoice discrepancies, and providing accurate customer e-invoicing. As a National Account Coordinator, I execute rigorous project file audits for compliance, accurate bookkeeping, and account reconciliation. Key Accomplishments:* Displayed in-depth ability to manage service and sales bookings and billings for 10+ national account customers.* Vital in AZ division as a SME for ERP software support and troubleshooting.* Enforced stellar interpersonal communication skills in training new project managers on software, billing and instilling awareness on company standards and local, state, and federal laws and regulations.DH PACE COMPANY INC.// FEB 2013 – JUN 2017Commercial Administrative ManagerDuring my tenure as Commercial Administrative Manager, I carried out a leadership role in supervising 3+ direct reports for sales admin support, including sales bookings, accurate billings, contract administration, AIA pay applications, waivers, preliens, and insurance certificates. I also implemented new hire training matrix and materials, conducted new hire training, and executed staff performance reviews.Additionally, I meticulously audited project files ensuring contract budget and deliverables are on schedule and within budget requirements. I discussed the work plan outline with staff, assigned duties, responsibilities, and scope of authority, and provided technical advice. On top of that, I fostered a cooperative working climate that was conducive to maximizing employee morale and productivity. Key Accomplishments:* Consistently delivered quality customer service and carefully evaluated workflow prior to distributing additional special projects. Show less

Tempe, Az

Provide leadership to include quality performance monitoring, improving processes, and development of employees;Responsible for daily activities within the department’s realm of responsibilities - billing/sales order entries, project file maintenance/compliance;Conduct employee performance reviews, document performance issues, and provide necessary employee counseling with targeted improvement action plans;•Discuss and establish work plan outline with staff; assign duties, responsibilities and… Show more Provide leadership to include quality performance monitoring, improving processes, and development of employees;Responsible for daily activities within the department’s realm of responsibilities - billing/sales order entries, project file maintenance/compliance;Conduct employee performance reviews, document performance issues, and provide necessary employee counseling with targeted improvement action plans;•Discuss and establish work plan outline with staff; assign duties, responsibilities and scope of authority and provide technical advice/trouble-shooting; Foster a cooperative working climate conducive to maximizing employee morale and productivity, while continuing to deliver quality customer service; evaluate workflow prior to distributing additional special projects;Build and maintain relationships with internal and external customers by ensuring follow up calls are made;Provides coaching, call support, and balanced feedback to associates in a timely manner Show less

Tempe, Az

Purchase materials per job specifications; Reading and analyzing documents to successfully administer online order systems; Maintain constant communication with vendors &project managers to expedite shipping of materials and maintain shipping receiving expectations; Process order acknowledgements for product correctness, quantity accuracy, pricing verification, and invoice compliance; •Communicate daily with project management group relative to any issues that might negatively impact customers’… Show more Purchase materials per job specifications; Reading and analyzing documents to successfully administer online order systems; Maintain constant communication with vendors &project managers to expedite shipping of materials and maintain shipping receiving expectations; Process order acknowledgements for product correctness, quantity accuracy, pricing verification, and invoice compliance; •Communicate daily with project management group relative to any issues that might negatively impact customers’ satisfaction; Maintain warehouse inventory using replenishment tools, perform semi-annual inventory cycle counts and reconcile; Follow up on orders and proactively notify customer of status;Maintenance processed orders & prepare for billing Show less