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Operations/Project Manager

Location:
Arlington, TX
Posted:
April 02, 2024

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Resume:

LUCERO

LOPEZ

ad4qi5@r.postjobfree.com

682-***-****

Arlington, TX 76016

SKILLS

● Management of Office (10-20

employees)

● Business and Contract Administration

● Operations, Project, and Customer

Relationship Management

● Accounting, Job Profitability,

Expense Reports, and Strong Finance

Understanding

● Recruiting, Hiring, Training and

Development

● Performance Monitoring, Productivity

Improvement, and Evaluation

● Invoice Processing and Collections

● Data Evaluation, Quality Assurance

and Control

● Planning, Policy and Procedure

Implementation

● High-Pressure Environments

● Microsoft Office, QBs, TS10,

Salesforce, SAP, UKG, ActSoft

Expertise

● Strong IT Knowledge

● Bilingual

EDUCATION

Remington College

Ft. Worth, TX • 07/2006

Associate of Applied Science Degree:

Business Information Systems

● Honor Roll 2004-2006

● Honoree of National Honor Society

● 4.0 GPA

PROFESSIONAL SUMMARY

Excellent leadership, management, and organizational skills with over 20 years of experience in driving profitable growth and optimizing efficiency in Maintenance, Service, Repair, Modernization, and New Installation in the Elevator Industry. Year over year sustained substantial improvement delivering increased performance in financial and customer service resulting in exceeding corporate goals and objectives. Extensive experience in reporting procedures, financial analysis, contract execution and customer quotes, as well as forecast procedures for budget purposes. Proven ability to manage Office Staff, Sales, Supervisors and Field Technicians. ACCOMPLISHMENTS

● Supervised office team of 20+ members.

● Achieved electronic time and tracking by introducing and developing an application in ActSoft tailored to the company with accuracy and efficiency.

● Reduced and saved the company approximately $2 million per year in operation expenses.

● Part of the management team that grew the overall business by 400% (6M-24M), within 8 years and improved efficiency and overall business profitability.

● Managed & maintained multimillion-dollar contracts for successful completion of contract terms ranging from 5 to 10+ years.

● Led implementation of Salesforce and migration to new ERP format.

PROFESSIONAL EXPERIENCE

EMR Elevator / Elevated Facility Service (EFS)

06/2006 - 03/2023

EMR Elevator / EFS - Regional Operations Manager

Desoto, TX • 06/2014 - 03/2023

● Managed daily operations, planned, directed and coordinated activities of designated Maintenance, Service, and Repair in 9-12 branches in the Southwest Region.

● Devised processes and streamlined operations to boost long-term business success and increase profit levels.

● Managed and supported office staff, supervisors, and field technicians to ensure a fluid operation and optimize efficiency and productivity throughout the region.

● Reduced operational risks while organizing data to forecast performance trends and reported to senior management.

● Analyzed and reported on key performance metrics and issues in the field and office to senior management with great detail.

● Responsible for forecasting and delivering of monthly and annual revenue and margin budget.

● Analyzed maintenance and service contract profit and loss reports to determine yearly contract price escalations, updated contract escalation prices, executed contract renewal documents and maintenance purchase orders on over 1000 accounts.

● Managed accounts receivable, collections, accounts payable, purchasing, sales, office expense approval, and customer account operations efficiently.

● Developed and implemented strategies to maximize customer satisfaction, productivity goals and quality standards.

● Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.

● Handled irate customer concerns and disputes to maintain excellent customer service.

● Created schedule for all office employees, tracked employee attendance and punctuality, managed employee relations and accountability.

● Drive operational excellence, customer satisfaction, safety and quality by development and training of personnel within the company.

● Interviewed, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for the company.

● Mitigated business risks by working closely with staff members, by assessing performance, and initiated a training program for improvement.

● Review financial inconsistencies while assessing and verifying billing invoices and expense reports.

EMR Elevator, Inc. - Account Manager / Office Manager Arlington, TX • 06/2010 - 06/2014

● Strong understanding of contract verbiage. Managed 500+ contracts valued at $150 to $50M and led projects successfully.

● Planned, directed and coordinated contract awards with office admins, supervisors & field technicians.

● Analyzed maintenance and service contract profit and loss reports to determine yearly price escalations, updated contract escalation prices, executed contract renewal documents and purchase orders on over 500+ accounts.

● Managed & maintained multimillion-dollar contracts for successful completion of contract terms ranging from 5 to 10+ years.

● Conducted quality reviews and monitored contract performance.

● Managed office admins, sales, supervisors and field technicians to ensure fluid operation and to optimize efficiency and productivity.

● Closely monitored and evaluated contract performance to determine regulatory compliance and necessary amendments.

● Interviewed, hired and trained office personnel in all office departments.

● Scheduled and guided new and existing team members on proper protocols and customer service standards to maintain high productivity and performance metrics.

● Supervised office and field operations staff and kept employees compliant with company policies and procedures.

● Tracked employee attendance,punctuality, and managed employee relations and accountability.

● Observed each employee's individual strengths and initiated a mentoring program to improve areas of weakness.

● Implemented innovative programs to increase employee loyalty and reduce turnover.

● Developed systems and procedures to improve operational quality and team efficiency.

● Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency, and help the company evolve and grow.

● Managed Accounts Receivable, reviewed all payments received, overages and shortages. Verified all revenue was applied correctly. Responsible for overseeing collections and handling aged large accounts with over 100K.

● Managed Accounts Payable, reviewed, approved or disputed vendor invoices and managed weekly check run.

● Managed cash deposits and credit card transactions. EMR Elevator, Inc. - Project Manager

Arlington, TX • 06/2006 - 06/2010

● Provided quotes for maintenance, service, repairs, modernization and installation to both new and existing customers, set up new accounts and payment methods.

● Upon project awards, coordinated, scheduled, assisted and supported sales, supervisors, and field technicians to ensure the highest level of execution and customer satisfaction on all projects.

● Processed customer orders accurately and within agreed timeframes to meet service standards.

● Coordinated and scheduled meetings and conference calls to optimize scheduling.

● Issued purchase orders and change orders and handled customer billings and collections .

● Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.

● Maintained detailed contact logs and account records.

● Negotiated prices and terms of sales with potential customers to reach mutually beneficial agreement.

● Provided exceptional customer service to diverse clientele in high-stress environments.

● Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.

● Ensured that goals and objectives of projects were accomplished within the prescribed time frame, funding parameters and profitability.

● Managed department budgets and generated financial reports for management review.

Health First Injury & Pain Center - Office Manager/Physical Therapist

Fort Worth, TX • 08/2002 - 05/2006

● Managed office personnel and provided excellent customer service to patients in the Dallas, Fort Worth, Arlington & Cleburne locations.

● Trained new physical therapists and physical therapy assistants regarding policies and standards of care.

● Performed filing, data entry, patient file setup, records, and inventory control.

● Responsible for accounts receivable, accounts payable, billing & coding and balance sheets.

● Improved scheduling techniques and rapid insurance approval turnaround to increase patient volume and satisfaction.

● Managed high-volume caseloads, worked with legal representatives in providing documentation regarding claims and cases.

● Assisted Chiropractor with patient vitals, intakes, UA analysis and language translation.

● Provided physical therapy services to patients.

Food City - Office Manager

Fort Worth, TX • 01/2000 - 08/2002

● Responsible for wired transfer of money, handled and cashed checks, and balanced cash registers.

● Managed cashiers, stockers and kitchen personnel.

● Developed detailed plans based on broad guidance and direction.

● Assisted in organizing and overseeing assignments to drive operational excellence.

● Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.

● Coordinated special projects and managed schedules.

● Coached new hires on company processes while managing employees to achieve maximum production.

● Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.

● Reported to senior management on organizational performance and progress toward goals.

● Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.

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