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Mechanical Estimator

Location:
Fullerton, California, United States
Posted:
August 15, 2018

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Resume:

Elizabeth A. Barnes

ac6oq2@r.postjobfree.com

**** *. ******* ***. ***. F

Fullerton, CA 92831

714-***-****

Career Overview

Dynamic, results oriented team-player eager to bring my strong administrative, estimation and mechanical skills to support a growing HVAC/R company who requires top-level problem solving experience and support in a fast paced customer oriented setting.

Skill Highlights

Scored in top 10% of employees in successful resolution of internal and external customer issues.

18+ years of experience providing customer support and service.

Broad-ranging industry experience includes: refrigeration, HVAC, manufacturing, and retail sales.

Self-starter with superior attention to detail.

Experience with mechanical estimation, contract terms and conditions, billing, collections, profit growth and administrative operations.

Type 80 WPM and 10-key proficient.

Microsoft Office, Excel, PowerPoint, QuickBooks, Lotus Notes, Outlook, Dynamics/Great Plains, SamPro, Google Docs, FMPilot, Corrigo, Service Channel, BidMail, BlueBeam, QuoteSoft, etc.

Continuous growth with active learning.

Account management dealing with several large accounts.

Strong organizational skills

Excels in problem solving in fast paced environments.

Core Accomplishments

Customer Service:

●Handles customers effectively by identifying needs, quickly gaining trust, approaching complex situations and resolving problems to maximize efficiency.

●Established customer payment plan programs to monitor payment compliance and progress, reducing uncontrolled payment activity by 73%.

Operations

●Collaborated with inbound call center to ensure smooth workflow and efficient organization operations.

●Accountable for all operations of account management, including maintenance scheduling, invoice adjustments, credits, proposals, meetings and collections.

Management Support:

●Ensured smooth operations by supporting teams, including call centers, billing departments, accounts receivable and sales teams.

●Creating and instituting new organizational and service protocols to maximize efficiency and organization within individual teams.

Data Organization:

●Improved account organization and proficiency by compiling quarterly budget reports, financial spreadsheets, organizational charts and company data reports using advanced Microsoft Excel functions.

File Management:

●Prepared monthly reports, closed terminated records, completed final audit of invoices, insured that all documentation has been received and submitted as necessary, filed both hardcopy and digital formats.

Monthly Reporting:

●Organized billing and invoice data and prepared accounts receivable and expected revenue reports for controllers and department heads.

Technology Proficient:

●Developed a strong knowledge of hardware and software while keeping abreast of new applications that increased efficiency and productivity for management and clients.

Mechanical Aptitiude:

●Developed a working knowledge of mechanical and electrical processes within HVAC/R systems through consistently keeping abreast of new technologies within the HVAC/R industry by taking classes and working in tandem with supervisors in the field for hands on experience.

Professional Experience

Airtronix, Irvine, CA

Lead Estimator/Project Manager - Temporary August 2017 to December 2017

Garnered and developed relationships with general contractors to expand customer base.

Updated customer accounts and information daily.

Systematically increased office organization by developing more efficient filing/documenting system and customer database protocols.

Prepared take-offs and RFI’s for general contractors using BidMail, BidNet, Planroom, etc.

Prepared and drafted all outgoing customer quotes, verifying pricing, equipment information and availability.

Onsite project manager and main point of contact for all new customers and new construction jobs.

ARS/RighTime Home Services Tustin, CA

Install Coordinator/Quality Assurance Manager April 2017 to August 2017

Updating customer accounts, customers, department heads and teams on a daily basis.

Preparing and drafting all equipment, supply and tools orders and verifying pricing information.

Creating detailed installation activity reports with clear and reliable data for metrics submitted to both ARS/RighTime and The Home Depot.

Managing customer satisfaction through prudent decision making skills regarding customer refunds, concessions and customer service opportunities.

Managing installation team labor to maximize expedient installation of residential HVAC equipment and water heaters, as well as controlling overtime to keep within budgeted labor margins.

Created and implemented training classes on an as-needed basis for technical/mechanical issues found during installation audits.

Maintaining vendor and subcontractor relationships to acquire best pricing on equipment, materials, tools and services as required on a case by case basis depending on job needs.

Legacy Air Anaheim, CA

Assistant Service Manager May 2016 to March 2017

Updating customer accounts and information on a daily basis.

Systematically increasing office organization by developing more efficient filing/documenting system and customer database protocols.

Preparing and drafting all outgoing customer invoices, verifying invoice pricing information.

Creating detailed billing activity reports with clear and reliable data.

Managing Service Level Agreement through prudent decision making skills.

Prepared and drafted all outgoing customer quotes, verifying pricing information.

Prospec, Fullerton, CA

Junior Estimator - Temporary March 2016 to May 2016

Updated customer accounts and information on a daily basis.

Systematically increased office organization by developing more efficient filing/documenting system and customer database protocols.

Prepared take-offs and RFI’s for general contractors using BidMail, BidNet, Planroom, etc.

Prepared and drafted all outgoing customer quotes, verifying pricing information.

Managed account status and balances with attention towards inconsistencies.

Tri-Pacific/AMS, Fullerton, CA

Invoicing/Payroll Specialist & Dispatch/Purchasing November 2015 to March 2016

Updated customer accounts and information on a daily basis.

Systematically increased office organization by developing more efficient filing/documenting system and customer database protocols.

Prepared and drafted all outgoing customer invoices, verifying invoice pricing information.

Managed account status and balances with attention towards inconsistencies.

Updated client billing account information.

Created detailed billing activity reports with clear and reliable data.

Inputting of weekly payroll information for technicians.

Created detailed payroll reports stating GL allocations and profit-loss per service call.

AppleOne/Warp & Phil, Yorba Linda, CA

Customer Care Specialist September 2012 to November 2015

Prepared folders and maintained records of newly created customer files.

Audited new customer files to verify necessity and satisfaction of information criteria.

Requisitioned all accounts receivable and accounts payable, including commissions.

Monitored and ran all QuickBooks financial operations and reports.

Improved communication efficiency as primary liaison between departments, customers and vendors.

Issuing and cataloging all RMA/logistic requests and processes.

Systematically increased office organization by developing more efficient filing/documenting system and customer database protocols.

Various Temp Agencies

Call Center, Data Entry, Inventory August 2010 to September 2012

Prepared folders and maintained records of newly created customer files.

Prepared and drafted all outgoing customer calls in a timely manner.

Audited new customer files to verify necessity and satisfaction of information criteria.

Created reports for customers with accurate accounts of direct consumer information, phone conversations and consumer file information.

Creating accurate inventory logs of customer products on and off sales floor.

Consistently praised by management for the quality and timeliness of reports, attention to detail, exemplary customer service delivery and team-player attitude.

Source Refrigeration & HVAC, Anaheim CA

Customer Account Specialist (National Account Manager) January 2003 to August 2010

Developed and implemented customer account service guides which resulted in increased company efficiency and productivity.

Increased customer loyalty through competitive proposal pricing and specialized customer account attention.

Improved communication efficiency as primary liaison between departments, customers and vendors.

Systematically increased office organization by developing more efficient filing/documenting system and customer database protocols.

Consistently praised by management for the quality and timeliness of reports, attention to detail, exemplary customer service delivery and team-player attitude.

Education

2017 - Present IHACI Training Downey, CA

Received training in the following:

●Introduction to Economizers; Installation and Basic Troubleshooting

●HVAC 101; Installation and Basic Troubleshooting

●System Diagnostics; Basic and Intermediate Troubleshooting

●Heat Pump 101; Installation and Basic Troubleshooting

●Motor Mastery

●Microchannel Aluminum Brazing

●EPA Refrigerant Recovery and System Charging

●Mitsubishi Variable Refrigerant Flow

2017 - Present NATE Training – It’s About Q Itsaboutq.com

2017 - Present HVAC/R Training MindTap

2008 Source Refrigeration TEK SKILLS Anaheim, CA

Received certification in refrigeration TEK SKILLS levels 1 & 2:

●Introduction to Refrigeration & HVAC

●Basic Refrigeration & HVAC

Salary History

In my most recent positions, my salary ranged from $48,000 to $55,000 per year for full time employment.

My current salary requirement is negotiable and dependant upon benefit structure, responsibility, training and advancement opportunities.



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