Katie Zion
HVAC Estimator at Martin Petersen Company, Inc.- Claim this Profile
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Bio
Experience
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Martin Petersen Company, Inc.
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United States
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Construction
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1 - 100 Employee
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HVAC Estimator
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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
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Project Coordinator
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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
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SOUTHPORT ENGINEERED SYSTEMS
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United States
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Industrial Machinery Manufacturing
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Inside Sales
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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
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Project Coordinator
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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
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Administrative Assistant
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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
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Receptionist
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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
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Wisconsin Auto Title Loans
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United States
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Financial Services
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1 - 100 Employee
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Sales Representative
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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
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Massage Envy
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United States
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Wellness and Fitness Services
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700 & Above Employee
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Front Desk Associate
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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
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Education
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University of Wisconsin-Milwaukee
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication -
University of Iowa