Pam Westphal, CAPM®

PMI Certified Associate in Project Management

***** *. ********** **

Surprise, Arizona

ac7xqn@r.postjobfree.com

206-***-****

Professional Summary

Certified Associate in Project Management®

Superior customer service skills in person and on phone

Proficiency in MS Office Suite, WORD, Excel, PowerPoint, Outlook

Experience using MS Project, Visio, SharePoint, Access, Sage Desktop, Timberline

Excellent interpersonal, written and verbal communication skills

Screening & transferring incoming calls on multi-line phone system

Exemplary skills in supporting project teams; ability to anticipate needs

4 years of experience tracking credit compliance requirements against formal documentation using proprietary database

Preparation and editing of formal documentation using software designed for commercial contracts

Proficient team member highly capable of following through on projects to achieve desired results; Can-Do Attitude

Professional Experience

BNBuilders, Inc. Seattle, Wa Dec 2014 – Oct 2018

Risk Manager/Subcontractor Insurance Coordinator

Lead subcontractor management and selection process by continuously sourcing subcontractors who meet our pre-qualification criteria, pre-qualifying firms, to contract closing as applicable

Participate and interact with project executives and senior management to provide high-level management reports and analysis of subcontractors (e.g., identified firms, request for pre-qualification and approval status)

Manage subcontractor risk exposure by identifying, analyzing, prioritizing, and mitigating potential subcontractor risks

Acquire and maintain the below-listed financial information to support SDI on subcontractor financial performance for review by the CFO:

omost recent CPA-prepared or audited reports and information on subcontractor financial performance

owork in progress report

oletter from subcontractor’s bank describing line of credit statement of subcontractor’s overall revenue

ostatement of subcontractor’s average value of project size letter from surety referencing subcontractor’s surety capacity on a single and aggregate basis

osubcontractor employee information, including number of salaried supervisor/administrative employees number of hourly administrative employees, and number of hourly trade or craft employees

Collect and review for accuracy and completeness the below listed Quality Management (“QM”) Information:

oQM/QC project-specific plan written and implemented on project

oApproach to closeout phase and warranty period

oSubcontractor/vendor qualification, purchasing and subcontractor approach

oPayment practices to subcontractors/vendors

Collect and review for accuracy and completeness the below listed Project Management (“PM”) information:

oDefinition of project quality management practices and expectations

oDefinition of project management policies and procedures

oDefinition of project Scheduling practices

oDefinition of subcontractor/vendor selection / management practices, to include inquiries into such things as market sectors in which subcontractor typically works, schedule and manpower capabilities, and union affiliations

oCollect and review for accuracy and completeness the subcontractor’s safety information

Present subcontractor prequalification package to review team for final decision on preferred bidder status

Coordinate with insurance team (including members of internal Finance organization, project operations leadership, and external accounting / auditing teams) to implement and manage subcontractor insurance compliance programs at a company-wide level

Coordinate, track and manage subcontractor insurance on multiple projects

Review and analyze subcontractor insurance certificates and endorsements for contractual compliance

Notify subcontractors and insurance agents of non-compliance

Notify project accountants and project team of compliant subcontractor insurance

Work with project teams to secure subcontractor insurance compliance

Acts as back-up on preparation of subcontracts and change orders

Client Service:

Assists in providing prompt and courteous responses to project teams (including Superintendents, PMs and PEs as well as others in staff support roles) as required in support of bidding new work and executing existing projects

ThyssenKrupp Elevator Company, Everett, WA Aug 2014 – Dec 2014

Office/Project Admin Assistant (temporary position – maternity leave coverage)

Review and validate daily work hours for 24 field technicians

Using Oracle to verify data on new repair booking packages prior to submission

Prepare and organize elevator repair job file(s)

Prepare application and procure work permits as needed from Wa State L&I Department

Schedule field technicians using Oracle system to jobs as slated by the repair superintendent

Receive and process State & City elevator inspection reports; tracking deadlines using complex excel spreadsheet

Prepare 10-15 correspondence letters to customer’s daily providing acknowledgement of receipt of inspection and/or completion of review or repair of items outlined in report

Prepare monthly reports of work orders completed on National Accounts using Oracle job tickets

Intake and coding of invoices to appropriate repair job; submit for payment weekly

Kirtley-Cole Associates, Everett, WA Feb 2014 – Aug 2014

Admin Assistant Commercial Construction

Request and log closeout documents in MS Excel spreadsheet and assemble into Operations and Maintenance Manuals, consistently meeting customer expectations in first draft

Track correspondence and follow up with issues resolution with upwards of 90% success

Draft 5-10 correspondence and transmittals per day in a deadline driven environment

Project support tasks including gathering requirements documents from subcontractors such as Intents to Pay Prevailing Wage and Affidavits of amounts paid; insurance verifications; certified payroll reports

Disseminate incoming mail and UPS shipments; prepared and shipped outbound UPS

Clerical duties including filing, faxing, compiling & reviewing data for mail merge, creating new subcontractor files, assist with job closeout logs and checklists in MS Excel

Custom Medical Billing, Edmonds, WA Aug 2013 – Dec 2013

Billing Specialist (intern position)

Prepare patient invoices with error free efficiency after entering patient services into Prism billing system as outlined in physician fee sheet

Collect, post, and manage patient account payments in Prism billing system

Maintain strict confidentiality of patient information

Verify patient treatment, diagnosis, and related procedures to ensure proper coding according to ICD-9, while transition to ICD-10 has once again been delayed

Edmonds Community College, Lynnwood, WA June 2012 – Dec 2013

Office Administrative Assistant

Implemented new appointment scheduling software (SARS); identified inefficiencies, presented suggestions for enhancements or improvements to PM and trained other administrative staff

Managed calendar and scheduled appointments for five associates

Initial point of contact for students, providing guidance by using problem resolution skills

Created and disseminated EdCC information to students, staff and community by communications through email, social media and flyers

Bank of America Seattle, WA June 1987 – July 2011

(Various Business & Commercial Banking Credit Related Positions; Special Projects)

During 24 years in financial services industry, never compromised client information; maintained a high degree of confidentiality

Gathered, compiled and maintained client financial data using MS Excel and proprietary database

Entered data in assigned loan portfolio database, tracking receipt of client financial information while maintaining data integrity and quality; monitored for timely receipt of financial information

Reduced risk by directly reviewing past due accounts and taking action to bring current

Met monthly with credit team to review and prepare status of portfolio reports

Projects Assistant; User Acceptance Testing; Training

Wrote procedures manual for newly created Credit Analyst role

Identified inefficiencies in processes and recommended upgrades to management (processes included examination of credit requests; underwriting policies and procedures); tracked post-closing exceptions and made corrections as needed

Established and presented new procedures to management for tracking of credit scores and documentation exception codes. The codes ensured the commercial loan was entered in loan monitoring system according to repayment schedule on promissory note

Worked on project team from design to launch of new commercial credit product; developed work breakdown structure and assigned tasks

For 4 weeks, conducted user acceptance testing (UAT) of proposed credit underwriting/monitoring system (corporate-wide proprietary system), prepared agendas & meeting minutes upon facilitation of daily incident meetings; issues were resolved that could be, while unresolved issues were immediately communicated to project manager

Created and maintained project files

Additional projects were assigned as experience progressed

Business Bank Client Relationships

Directly managed banking relationship for 200+ business clients

Generated new business loan production in-line with assigned goal

Business Loan Underwriter/Credit Analyst

Responsible for underwriting, structuring and approving commercial credit requests, following established bank policies and procedures when making credit decisions

Supervised five associates in a Credit Analyst role

Workflow coordinator, disseminating daily credit requests to proper department

Loan Administration Officer/Doc Specialist / Auditor

Prepared, edited and audited commercial loan contracts

Reviewed, analyzed and resolved collateral perfection issues on commercial credit facilities

Created and prepared PowerPoint presentations for training materials/team meetings

Prepared loan portfolio performance reports for risk management

Education

Edmonds Community College - (3.9 GPA)

AA - Health Information Technology

Medical Billing Certificate

Certificate - Project Management

Project Management Institute – CAPM

Certified Associate in Project Management

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