Summary
Overview
Work History
Education
Skills
Timeline
Generic

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, FL
05.2023

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
Morgan Dean