Katie Zion

HVAC Estimator at Martin Petersen Company, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Walworth County, Wisconsin, United States, US

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Experience

    • United States
    • Construction
    • 1 - 100 Employee
    • HVAC Estimator
      • Oct 2021 - Present

      - Review and analyze construction drawings, specifications, and other project documentation to gain a thorough understanding of the project, including all revisions and addenda- Perform material and labor take-offs for a variety of commercial projects- Collaboration with staff estimators to ensure all take-offs are correct and complete- Consult with vendors, project managers, and Director of Preconstruction to discuss and generate estimates, and resolve concerns- Request pricing from suppliers and subcontractors- Preparation of estimate recap reports

    • Project Coordinator
      • Mar 2020 - Oct 2021

      - Assisted with office operations related to front-end project setup, preparation, and project turnover- Worked cooperatively with project managers to monitor construction project progress and eliminate any issues that occurred- Ensured all changes to specifications, jobs scope, schedules, and drawings were documented and updated- Creation, maintenance, and transmittal of purchase orders, submittals, change orders, RFIs and closeout documents- Ordered material and equipment for projects and ensured shipping deadlines were met- Acted as a liaison between clients, vendors, PMs, and field staff by providing detailed project updates to all participants- Applied for and obtained all necessary permits and licenses- Coordinated equipment rentals, subcontractors, and inspections as needed- Participation in the continuous improvement of construction processes and implementation of best practices to maximize efficiency

    • United States
    • Industrial Machinery Manufacturing
    • Inside Sales
      • Aug 2019 - Jan 2020

      - Received incoming calls, answer general information inquiries, and forward to appropriate staff - Focused on customer retention by creating proactive customer service with clients through outbound calls and emails- Sourced new sales opportunities through inbound lead follow-up- Oversaw commercial maintenance customer files and maintenance scheduling- Coordinated the scheduling, ordering and information for HVAC system installations- Performed supportive duties associated with light commercial and residential projects

    • Project Coordinator
      • Jul 2017 - Aug 2019

      - Performed supportive responsibilities associated with management of large-scale commercial projects- Responsible for the maintenance of project files for 40+ projects at a time- Maintained the most up-to-date set of construction plans, specifications and schedules- Creation and transmittal of project turnover material, submittals, change orders, RFIs and closeout documents- Ordered material and equipment for projects, and ensured shipping deadlines were met- Applied for and obtained all necessary permits and licenses- Coordinated equipment rentals and subcontractors as needed- Working knowledge of construction contracts, payment applications and waiver processes- Participation in the continuous improvement of construction processes and implementation of best practices to maximize efficiency

    • Administrative Assistant
      • Oct 2014 - Jul 2017

      - Provided general administrative and office support - Received incoming calls, answered general information inquiries, and forwarded to appropriate staff - Bid set-up which included creating estimate folders, downloading plans and specifications, and gathering any additional information required - Entered bid updates in Microsoft Access program- Prepared presentations and RFPs for prospective customers and General Contractors- Helped plan and coordinate meetings and events - Organized quarterly Safety Continuing Education classes for Plumbing department - Logged manpower hours and sales progress reports- Assisted and created project turnover material, submittals, change orders, subcontracts, vendor insurance certificates and closeout documents- Processed purchase orders- Contract review- Entered and processed Cross Connections/BFP registration with State of Wisconsin- Updated and managed database for backflow preventer registration and testing- Prepared, edited, and proofread documents- Managed project folders - Assisted the administrative assistants, office managers, and management as required

    • Receptionist
      • Jan 2014 - Oct 2014

      - Provided general office support with a variety of clerical activities and related tasks as requested by upper management- Received incoming calls, answered general information inquiries, and forwarded to appropriate staff - Assisted with mail distribution and processing- Set up new jobs for HVAC, Service, Plumbing and Controls departments- Coordinated, entered and processed bid documents for all departments- Requisition of supplies- Assisted with the overall development of company quarterly newsletter

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Sales Representative
      • Aug 2013 - Jan 2014

      - Produced consistent customer and financial growth through effective lending and sales practices, with an emphasis on customer satisfaction- Achieved financial results through the proper execution of company's policies and procedures - Compiled for compiling weekly financial updates for management- Assisted in maintaining and updating all customer files- Complied with all local, state, and federal laws and regulations pertaining to loans- Assisted in administrative and collections activities as required

    • United States
    • Wellness and Fitness Services
    • 700 & Above Employee
    • Front Desk Associate
      • Sep 2012 - Aug 2013

      - Answered telephones, directed calls and took messages- Scheduled appointments- Achieved individual goals in appointment setting, upgrading and sales- Checked members and guests in and out for appointments- File maintenance and data entry of client records- Re-engaged inactive members- Collected and processed transactions - Answered telephones, directed calls and took messages- Scheduled appointments- Achieved individual goals in appointment setting, upgrading and sales- Checked members and guests in and out for appointments- File maintenance and data entry of client records- Re-engaged inactive members- Collected and processed transactions

Education

  • University of Wisconsin-Milwaukee
    Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
    2010 - 2013
  • University of Iowa
    2008 - 2010

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