Samantha Lloyd
Corona
Summary
Dynamic professional with extensive experience at Anderon Howard Electric, Inc., excelling in customer relationship management and quality assurance. Proven track record in enhancing customer satisfaction and streamlining processes, leveraging strong analytical skills and effective communication to drive project success and improve billing accuracy. Committed to delivering exceptional results through collaboration and problem-solving.
Overview
13
13
years of professional experience
Work History
Service Integrator
Anderson Howard Electric, Inc
Irvine
08.2024 - Current
- Developed and maintained relationships with customers, vendors, and suppliers.
- Managed service staff to ensure customer satisfaction and compliance with company policies.
- Developed strategies for improving customer experience through enhanced product features or improved processes.
- Implemented quality assurance protocols to ensure timely completion of projects according to customer specifications.
- Reviewed customer billing statements for accuracy prior to release.
- Created detailed reports on service activities for senior management review.
- Created employee work schedules to keep shifts properly staffed.
- Oversaw daily operations of the service department, including scheduling and workflow management.
Project Cost Administrator / Project Coordinator
Convergint
Rancho Cucamonga
08.2023 - 07.2024
- Performed month-end closing tasks such as reconciling subledger accounts.
- Prepared monthly financial reports for management review and analysis.
- Reviewed customer accounts regularly to identify discrepancies in billing or payment history.
- Developed strong relationships with customers to ensure timely payment of outstanding balances.
- Verified vendor invoices against purchase orders prior to processing payments.
- Analyzed variances between projected and actual spending, identifying opportunities for improvement in processes or procedures.
- Participated in regular meetings with managers and department heads to discuss budgeting strategies for upcoming projects.
- Monitored invoice processing to ensure timely payment of vendors related to projects.
Lead Fire Area Cash Specialist
Johnson Controls Fire Protection
Cypress
06.2017 - 06.2023
- Researched discrepancies between reported figures and actual amounts received or disbursed.
- Created journal entries to record various cash activities into the accounting system.
- Developed procedures to ensure timely collection of receivables while minimizing bad debt losses.
- Analyzed financial data to identify discrepancies or potential problems.
- Managed customer invoices, payments and collections in accordance with corporate policies.
- Maintained accurate cash flow records by posting daily transactions.
- Conducted regular reviews of outstanding checks to ensure prompt payment processing.
- Provided support for external auditors during annual audits by providing requested documents.
- Completed all requested project releases upon invoicing and confirmation of payments received.
Project Coordinator /Construction Project Manager
SimplexGrinnell
Santa Fe Springs
03.2012 - 06.2017
- Managed a portfolio of $15 million dollars. Provided communication channels between various teams involved in the execution of complex projects.
- Developed and implemented project plans, established timelines, tracked progress and ensured deadlines were met.
- Provided direction, guidance, and support to team members throughout the duration of projects.
- Analyzed data related to projects in order to identify areas for improvement or optimization opportunities.
- Drafted presentations outlining the current state of specific projects for review by senior managers.
- Performed regular reviews of project documentation and communicated results with relevant personnel.
- Monitored performance metrics such as cost, timeline, quality control and customer satisfaction levels.
Education
BBA - Finance
San Diego State University
San Diego, CA06-1988
Skills
- Customer relationship management
- Quality assurance
- Financial reporting
- Project management
- Data analysis
- Billing accuracy
- Organizational skills
- Interpersonal communication
- Problem-solving
- Process improvement
- Team collaboration
- Cultural awareness
- Analytical thinking
- Problem resolution
- Workflow management
- Invoice processing
References
References available upon request.
Timeline
Service Integrator
Anderson Howard Electric, Inc
08.2024 - Current
Project Cost Administrator / Project Coordinator
Convergint
08.2023 - 07.2024
Lead Fire Area Cash Specialist
Johnson Controls Fire Protection
06.2017 - 06.2023
Project Coordinator /Construction Project Manager
SimplexGrinnell
03.2012 - 06.2017
BBA - Finance
San Diego State University
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