Wendy Morris
Danville
Summary
Highly organized and resourceful team member with over twenty-years demonstrated success in managing day-to-day business operations within the construction industry including supervisory experience. A lead-by-example supervisor who earns team's trust and respect by taking initiative to solve problems, doing the work of those supervised, and demonstrating empathy for staff needs while establishing clear performance expectations. Well-versed in safety and training procedures to ensure compliance with company and industry policies; achieved 100% on-time completion rates for safety training and documentation with zero lost time incidents.
Overview
22
22
years of professional experience
Work History
Office Administrator
AMG Custom Builders
08.2024 - Current
- Collaborate with a team to coordinate customer service functions for a window and door company that specializes in energy efficient products for the home or commercial business annually across 14 rural communities.
- Create Reports and Track metrics: Manage data, metrics tracking and reporting, report creation and execution.
- Monitor schedule timelines and costs using (SAP) Systems, Applications & Products in Data Processing.
Escrow Assistant
Toll Brothers Luxury Home Builders
San Ramon
11.2021 - 12.2022
- Hired to ensure consistently positive experiences by coordinating closing processes between all parties in escrow transactions.
- Backup to Administrative Assistants and Executive Assistants as required.
- Processed checks, wire transfer requests, and client payments.
Escrow Assistant
Fidelity National Title
Concord
01.2021 - 06.2021
- Started as an Escrow Assistant and worked with 4 different departments, acquiring deep knowledge of operations. I was promoted to Recording Clerk due to exemplary leadership, ability to learn quickly, and an unmatched work ethic.
- Supported escrow officers in managing real estate transactions including opening orders, preparing Buyer and Seller settlement statements, and preparing documents for recording. Ensure compliance with regulatory requirements.
- Assisting with Backup and support to other Executive Assistants.
E-Commerce Department
Safeway
Danville
12.2018 - 12.2020
- Hired to ensure consistently positive experiences by coordinating online orders and processing customer requests.
- Keep composure during peak times and product delays by tackling each situation as it arises, remaining focused on the customer experience, and making situations transparent to customers.
- Managing a team and overseeing all aspects of dock operations including offloading and load measurement of 10+ vessels totaling roughly $1 million of product per week.
Project Scheduler
Energy Star Construction
Sacramento
12.2017 - 12.2018
- Responsible for driving the company's initiatives by helping customers reduce their energy consumption and costs while staying up to date with new and emerging technologies.
- Develop and implement energy efficiency programs and services.
- Collaborate with departments and stakeholders to ensure successful program delivery.
- Provide technical advice on energy efficiency and renewable energy solutions.
Operation Manager
Phoenix Coatings
San Ramon
01.2017 - 11.2017
- Started as a Receptionist and was promoted after acquiring deep understanding. Promoted to Operations Manager, due to my work ethic and understanding of the process.
- Prepared Invoices, Budgets, HR, Safety, Compliance Training including time reporting, pay planning, expense reporting, pay change requests, and organization change requests.
- Monitor and track staff participation in required training, reading, safety, compliance, and new employee onboarding.
Energy Efficiency Specialist
Northwest Exteriors
Rancho Cordova
09.2003 - 12.2016
- Started as a customer service representative and was promoted after a deep understanding of energy efficiency. Promoted to trainer after three months, due to my work ethic and understanding of the processes.
- Administering and implementing customer demand management programs for energy efficiency through the qualified programs in the disadvantaged communities including the country and government structured Home Energy Renovation Opportunity (HERO) program and the Property Accessed Clean Energy (PACE) program.
- Track performance metrics, analyze data, generate reports for effectiveness, and identify areas of improvement.
- Trained less experienced employees.
Education
Graduate Project Management Certificate -
University of Phoenix
MBA -
University of Phoenix
Skills
- Construction Management
- Project Coordination
- Safety and Compliance
- Data Analysis and Reporting
- Process Improvement
- Metrics Tracking
Timeline
Office Administrator
AMG Custom Builders
08.2024 - Current
Escrow Assistant
Toll Brothers Luxury Home Builders
11.2021 - 12.2022
Escrow Assistant
Fidelity National Title
01.2021 - 06.2021
E-Commerce Department
Safeway
12.2018 - 12.2020
Project Scheduler
Energy Star Construction
12.2017 - 12.2018
Operation Manager
Phoenix Coatings
01.2017 - 11.2017
Energy Efficiency Specialist
Northwest Exteriors
09.2003 - 12.2016
Graduate Project Management Certificate -
University of Phoenix
MBA -
University of Phoenix