Emily Melgar: in Fullerton, CA

• Assist Data Validation Team with CMS Medicare audits • Assist Cyber Security team in releasing all fax, email, and commercial mail requests to providers • Review medical records to ensure compliance and accuracy • Work in a timely manner to complete daily requests

• Ensure fully executed proposals, contract, COI, Pre-lim, design plans and all other project documentation is signed and in respective project folder • Create and build job folders/packages for project supervisors • Keep track of department field technician’s time cards and submit to payroll • Responsible for generating invoices when project is ready to be billed • Maintain/Update project management and accounting software • Request certificate of insurance for all jobs over $5k • Request and record all preliminary notices (20 day prelim) • Book all necessary travel accommodations for out of state projects

• Support sales manager and project managers with awarded projects • Track and manage assigned solar projects and installs and update CRM • Create weekly/daily project schedule and dispatch technicians to sites • Scheduling meetings, events, and travel arrangements • Schedule project inspections • Apply and submit all necessary permits and paperwork to utility companies, cities and/or counties • Responsible for keeping client up to date with project status • Responsible for invoicing manufacturers once project is complete and inspected

• Responsible for keeping track of assigned account’s projects and ensuring completion • Answering customer inquiries via phone and e-mail for assigned projects • Communicate with engineering and logistics to solve any project delays • Verify submitted PO and order entry system pricing matches before project is released • Data entry and generating daily and monthly budget and status reports • Supporting regional Sales Rep set up future projects to be awarded • Communicate with dealers to confirm project status and completion

• Provide administrative support to CEO and VP with daily schedules and company operations • Provide administrative support to HR and Accounting Department Managers • Coordinate department and company-wide events • Compile reports and spreadsheets pertaining to specific workforce project budgets • Process client invoices (Payables and Receivable) • Process temporary employee background checks, I9 form, time cards and payroll • Front Office Receptionist- welcome walk-in clients and transfer incoming phone calls to correct party

• Manage associate’s weekly and daily break/lunch schedules • Maintain list of supplies and inventory as needed • Determine daily/monthly sale goals for associates to reach • Coach and train associates to provide exemplary customer service