Crystal Morgan

Experience

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  2nd Amendment Wholesale

  Jan 2019 - Jan 2020

  Customer Service Sales Specialist
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  PTSD Foundation Of America

  Jan 2020 - Jan 2021

  In-Kind Donations Coordinator
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  Pro Pools HTX

  Jan 2021 - Sept 2023

  Lead Project Coordinator

  • Business Partner & sole Project manager – areas include but not limited to slab to roof, inside and outside dwelling, residential/commercial, pools, outdoor kitchens, pergolas/gazebos, etc. • First contact with client, referrals only through Pro Services HTX, initial walkthrough with prospective clients, documenting request, plans and/or giving presentation with materials, visuals and soft close pricing upfront • Preparing estimate/full contract comprised of all general contractor companies and individual sectors along with presentation and close of agreement with client • Setting up project schedules, milestone walkthroughs on job site, following contractor accountability and scope milestones along with preparing the client for payment milestones being reached throughout project after completion stages Show less

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  Elite Disaster Recovery

  Jan 2021 - Sept 2023

  Water Mitigation & Disaster Recovery

  • Deploy during storms or emergency calls to client within 24 hours depending on distance, 2 hours preferred locally • Prepare estimate based off damaged corresponding with Xactimate reports upon arrival • Prepare contracts, run machines, readings and visual documentation • Meet with insurance field adjusters, walk them through mapping, coordinate points of access for carrier engineers, as well as prepare Xactimate report for desk adjusters and client records

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  Atlas Design and Remodeling

  Jan 2021 - Apr 2022

  Business Project Manager

  • Produce leads from lead generating services provided by the company• Set up contracts with clients• Capitalized on previous relationships and performed marketing research to increase sales traffic • Set up Project Manager & Tradesmen schedule• Design Consult with client to pick all materials and sign material contract• Set up contract with each individual Sub-contractor• Answer incoming calls• Run Ads pertaining to weekly sales goals company wide• Document Control of all contracts• Set up Material Procurement Spreadsheets for Admin• Coordinating vendor relations, new vendors and care of long term vendor relations Show less

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  GRATEFUL AMERICANS CHARITY

  Nov 2022 - now

  Director of Operations