Morgan Dean
California
Summary
Dynamic Plumbing Install Coordinator at Boothe's HVAC, Plumbing, and Electrical, skilled in project coordination and effective communication. Enhanced operational efficiency through meticulous record-keeping and developed installation checklists. Proven expertise in billing accuracy resolution and mentoring, driving team performance and client satisfaction. Proficient in Microsoft Office Suite and Service Titan.
Overview
7
7
years of professional experience
Work History
Plumbing Install Coordinator
Boothe's HVAC, Plumbing, and Electrical
Hollywood
02.2025 - Current
- Coordinated permit applications for all three trades, liaising with the county on inspections.
- Managed equipment and supply inventory for plumbing and electrical installations.
- Communicated project updates to clients to ensure alignment on expectations and timelines.
- Assisted technicians during installations, providing logistical support and necessary resources.
- Developed installation checklists to enhance efficiency and maintain consistency.
- Maintained accurate records of installations, warranties, and customer feedback information.
- Resolved billing discrepancies between customer accounts and invoices, ensuring accuracy.
- Processed invoices and payments, managing adjustments to accounts.
- Enhanced quality control and efficiency through meticulous spreadsheet maintenance.
- Mentored newly hired employees, offering insights into company programs and processes.
- Processed applications for rebates across trades via power companies efficiently.
- Managed funding records and applied invoices from consumer finance firms, like Goodleap and Synchrony.
- Verified installation-related purchase orders and created necessary purchase order projects that require permits.
Quality Assurance Coordinator and Dispatcher
Boothe's HVAC, Plumbing, Drains, & Electric
Hollywood
06.2023 - 01.2025
- Coordinate and format relationships with clients to ensure standards remain.
- Maintain calendars and follow up appointments to warrant newly installed equipment.
- Conduct weekly training to develop Quality Assurance Specialists’ knowledge base and to improve efficiency while performing inspections.
- Maintain database on all equipment and log any matters, as well as coordinate with clients to resolve such matters with equipment.
- Organize and update information on file for each job, equipment, and client.
- Accept and process payments from clients for payable invoices, as well as verify accuracy of invoices and provide client with up-to-date records.
- Audit and record technician timesheets day to day
Lead Customer Service Associate
Wawa Inc.
California
10.2018 - 10.2023
- Consult with management in developing targeted improvements.
- Support and enhance relations through friendly, knowledgeable, and positive communication.
- Cultivating relationships with clients and promoting productivity by assisting all their needs.
- Training new employees efficiently within weeks on the proper procedures and policies, which maximizes overall team performance.
- Leading staff by using correct procedures and providing each employee with support to create a team efficient work environment.
Education
Associate of Arts - Business Administration and Management
Hillsborough Community College
Brandon, FL05.2023
Skills
- Troubleshooting and problem solving
- Management assistance
- Effective communication
- Analytical thinking
- Project coordination
- Proficient in Microsoft Office Suite
- Proficient in Smartsheet and QuickBooks
- Proficient in Windows and Teams
- Proficient in PowerPoint and Outlook
- Proficient in Excel and Zoom
- Proficient in Foxit PDF Editor and Adobe Acrobat Pro
- Service Titan expertise
- Permit coordination
- Billing accuracy resolution
Timeline
Plumbing Install Coordinator
Boothe's HVAC, Plumbing, and Electrical
02.2025 - Current
Quality Assurance Coordinator and Dispatcher
Boothe's HVAC, Plumbing, Drains, & Electric
06.2023 - 01.2025
Lead Customer Service Associate
Wawa Inc.
10.2018 - 10.2023
Associate of Arts - Business Administration and Management
Hillsborough Community College