BETH LEEMING

Oversee the end-to-end retrofit process of existing buildings, ensuring energy-efficiency upgrades are implemented in line with PAS 2035 standards, TrustMark, and relevant building regulations and funding schemes such as ECO4. Conduct comprehensive risk assessments and audits, identify potential technical issues early, and craft medium-term retrofit improvement plans tailored to each property.
Coordinate closely with retrofit assessors, designers, installation teams, contractors, and clients—serving as the central liaison to ensure alignment across all stakeholders. Prepare detailed project plans, including energy modelling (e.g., RdSAP/SAP), carbon calculations, and options appraisals, to support funding applications and decision-making. Manage the lodgment process via TrustMark (or similar platforms) to maintain compliance and monitor grant eligibility and draw-downs. Conduct quality assurance site visits, ensuring installations meet technical expectations and energy performance goals.
Maintain meticulous records, progress reports, and ongoing performance monitoring; resolve any escalated issues proactively to ensure seamless delivery.

• My role within the company is to manage and oversee the delivery of energy-efficient retrofit projects under the ECO4 (Energy Company Obligation) grant scheme.
• This includes accurately recording property information to produce energy performance certificates and reports, with energy improvement recommendations for clients.
• Creating retrofit models with different scenarios to ensure optimum funding can be achieved.
• Producing condition reports to identify defects within a property and advising how to remedy them.
• Producing detailed instructions for installation teams.
• Pre-empting any potential technical issues prior to installation and communicating these with both the client and contractors.
• Lodging projects on Trustmark, ensuring that all elements of the project are compliant with ECO4 grant scheme requirements, as well as relevant building regulations and industry standards.

• Handling customer queries and complaints, logging and booking engineer visits.
• Capturing accurate notes on internal systems and liaising with internal departments to resolve customer queries.

• Using Sage 50 Accounts and Sage One to produce and distribute sales invoices accurately, issue credit notes, log purchase invoices, create and issue monthly statements to customers, and bank account reconciliation for two separate accounts.
• Other responsibilities include assisting in VAT return preparation, making both pre-emptive and overdue debt calls, and paying suppliers and subcontractors.
• Assisting with the installation and maintenance of a wide range plumbing/gas appliances.
• Scheduling appointments using CRM system, liaising with engineers, producing accurate quotations, invoicing, ordering parts/materials, and communicating with both private customers and estate agents.