JAN WELLMAN
Redding
Summary
Accomplished professional with a strong background in project estimating and client relationship management, recognized for driving business growth through innovative sales strategies and exceptional customer service. Expertise in leveraging advanced estimation software ensures project accuracy and efficiency, contributing to successful outcomes. Diligent caregiver dedicated to providing compassionate support and fostering a nurturing environment that enhances client well-being. Proven ability to manage medication schedules while maintaining open communication with medical professionals and families, ensuring holistic care for individuals.
Overview
1
1
Certification
14
14
years of professional experience
Work History
Caregiver
New Horizon In-Home Care
Portland, OR
09.2025 - 05.2026
- Assisted clients with personal hygiene, mobility, and medication management to ensure safety and comfort.
- Monitored client conditions and reported changes to healthcare teams for timely interventions.
- Developed individualized care plans in collaboration with healthcare professionals to meet diverse client needs.
- Provided compassionate care to clients, enhancing their daily living experiences and emotional well-being.
- Transport Clients to and from appointments and shopping
- Prepare healthy meals in accordance with U.S. standards
- Assisted clients with activities of daily living, promoting independence and quality of life.
- Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
- Assisted with dressing guidance, grooming, meal preparation, and medication reminders.
- Maintained clean personal areas and prepared healthy meals to support client nutritional needs.
- Collaborated with healthcare team members to develop personalized care plans for each client, resulting in tailored support and improved wellbeing.
- Developed engaging recreational activities tailored to individual interests and abilities, boosting mental stimulation for patients throughout their day-to-day lives.
- Laundered items, changed sheets and made bed to keep patients' bedroom clean.
- Guided patients to restrooms to support bladder and bowel relief requirements.
- Recorded status and duties completed in logbooks for management.
Customer Service/Showroom Sales/Lead Estimator
Portland Marble Works, Inc.
Portland, Oregon
09.2022 - 07.2024
- Cultivate relationships with prospective new clients
- Find new commercial and residential leads via established accounts and online inquires
- Followed up with clients to successfully close sales.
- Analyzed blueprints and other documents to prepare time, cost and labor estimates.
- Find new commercial and residential leads via established accounts and online inquiries
- Conducted site visits to assess potential challenges and incorporate risk assessments into project estimates.
- Presented prepared estimates by assembling and displaying numerical and descriptive information.
- Addressed client inquiries regarding bid details, providing clear explanations of cost drivers.
- Utilized advanced estimation software to enhance accuracy and efficiency of cost calculations.
- Made outbound sales calls to contact prospective leads, using effective communication skills.
- Present sales proposal
- Identified customer needs through targeted questioning and recommended tailored solutions.
- Provided every customer with comprehensive assistance upon entering the store through merchandise selection and completion of purchases.
- Monitored sales floor to identify customers in need of assistance and merchandise requiring replenishment.
- Engaged shoppers, providing assistance and information on merchandise and product features.
- Established new accounts and serviced existing accounts maintaining professional relationships.
- Identified customer needs by asking questions and advising on best solutions.
- Provided every customer with comprehensive assistance upon entering store through merchandise selection and completion of purchases.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Listened to customer needs to identify and recommend best products and services.
- Maximized sales by keeping areas tidy, fully stocked and correctly priced.
- Consistently followed up with customers to determine satisfaction levels.
- Efficiently completed material orders, resulting in all projects being completed on time and under budget.
- Utilized advanced estimation software to enhance accuracy and efficiency of cost calculations.
Residential/Commercial Project Manager
Touchstone Granite and Marble, Inc.
Portland, Oregon
12.2011 - 06.2022
- Direct fabrication and Installation team in site management, workflow coordination
- Consult with clients to assess needs and plan a cost-effective project
- Consulted with clients to assess needs and develop cost-effective project plans
- Coordinated with suppliers and subcontractors to obtain competitive quotes and validate budget assumptions.
- Developed and submitted accurate construction project bids following detailed analysis of project specifications and blueprints.
- Completed all necessary paperwork accurately and on time.
- Managed daily tasks while identifying opportunities to exceed requirements and support business objectives
- Monitored project progress to identify and report on deviations from estimated costs.
- Engaged customers to promote accessories and cross-sell products, enhancing overall sales.
- Organized and maintained visually appealing merchandise displays to encourage customer purchases.
- Efficiently completed material orders, resulting in all projects being completed on time and under budget.
- Supported team members in estimating and sourcing material
- Monitored progress of work at each job site and consulted with managers to address problems
- Managed daily tasks and sought opportunities to go beyond requirements and support business targets
- Used good organizational skills to manage workload
- Identified customer needs by asking questions and advising on best solutions.
- Met with customers to strategically promote and drive sales of company products and services.
- Promoted accessories and cross-sold additional products and services through use of active persuasion.
- Maintained attractive merchandise displays to maximize purchases.
- Established new accounts and serviced existing accounts maintaining professional relationships.
- Made outbound sales calls to contact prospective leads, using effective communication skills.
- Provided every customer with comprehensive assistance upon entering store through merchandise selection and completion of purchases.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Produced sales documents, finalized deals and filed records.
- Replenished and arranged items to maintain appearance.
- Collaborated with project managers and engineering teams to identify cost-saving opportunities.
- Completed required paperwork within anticipated timeframes
- Reset store displays for special events and seasonal merchandise changes.
- Collaborated with project managers and engineering teams to identify cost-saving opportunities.
- Consistently followed up with customers to determine satisfaction levels.
- Rearranged store displays to accommodate special events and seasonal merchandise updates.
Education
License - Real Estate
Mycut Real Estate School
Portland, OR03-2014
Associate of Arts - Fashion Arts
College of Alameda
AlamedaMedical Coding
Portland Community College
Portland01-2015
Skills
- Daily living assistance
- Compassionate care
- Emotional support
- Special needs care
- Home care training
- Bedside care
- First aid and safety
- Lifting and transferring
- Hoyer lifting equipment
- Customer service techniques
- Client communication
- Senior care
- Health support
- Activities of daily living
- Emotional care
- Integrity
- Order management
- Basic first aid
- Project estimating
- Product knowledge
- Microsoft Office
- Safe transfer techniques
- Home care training
- Compassionate support
Accomplishments
- Successfully learned how to change a colostomy bag through effectively helping the client
Certification
- PCA - Personal Care Aide
- PCW - Personal Care Worker
Languages
English
Professional Working
Interests
- Interior Design
- Fashion
Timeline
Caregiver
New Horizon In-Home Care
09.2025 - 05.2026
Customer Service/Showroom Sales/Lead Estimator
Portland Marble Works, Inc.
09.2022 - 07.2024
Residential/Commercial Project Manager
Touchstone Granite and Marble, Inc.
12.2011 - 06.2022
Medical Coding
Portland Community College
Associate of Arts - Fashion Arts
College of Alameda
License - Real Estate
Mycut Real Estate School
Brokers License
My hobbies are golf, skydiving, and gardening