Project Coordinator
Green Team Li (Formerly Green Audit Usa)
Holbrook, Ny
• Managed an average of 40 new accounts monthly; 500+/yearly, averaging $3.5million/year in residential construction projects• Expedited daily work flow and maintained customer information and purchasing history within Salesforce CRM• Stream-lined field documentation outflow to achieve 100% in paperwork compliance per production• Supervised all contracts, scheduling, scope of work, benefit applications, as well as payment terms/collections• Liaised between departments - provided timely status reports on current project plans, scope requirements, operational costs, and production schedules• Prioritized project timelines in coordination with loan/benefit application and deadlines• Facilitated loan & benefit applications in compliance with New York State requirements including obtaining and securing sensitive client materials• Supervision of work flow and colleague accountability through project processes• Improved client satisfaction with updates and transparent communication throughout the project lifecycle• Revised and prioritized scheduling based on departmental readiness and design changes or backlogs• Conferred with Project Managers, sales team, CEO, COO, CFO, installation department, and sub–contractors to determine progress of work and completion dates• Maintained detailed notes in preparation of project objectives, task lists, and operational costs