Lacy Evancich Email & Phone Number

St. Louis, Mo, Us

Cranbury, New Jersey

Daily interactions with Plymovent’s Authorized dealer network across North America. Input customer orders into ERP System, planning when orders to ship based on lead times and product availability. Communicating with customers on order status and order revisions.Communicating with Sales Managers on customer orders, questions, and leads. Prepares DPR Report, Open Order Report, sales reports. Monitors miss-ships. Answering incoming calls from customers and prospects looking for dealer information. Process customer Return Material Authorization request.Accounts Receivable - invoicing customers when shipments leave, cash applications, credit card processing, and contacting customers for payment status. Accounts Payable - entering in non-inventory related purchase orders

Marlton, New Jersey

Prepares invoices for Fiscal and calendar monthSend invoices to project manager for reviewAssist project manager with invoice issuesSend final invoice to customerPrepares monthly time sheet reportsLog daily checks received and scan to appropriate departmentProvide clerical support including filing and data entry

Saint Louis, Missouri

Update product tables for new and deleted items.Maintain Approved Product List for customers, only authorized product allowed in store to meet customer specifics. Adjust prices on an as needed basis as well as for the special of the month program. Notifies Advance Notice Customers of monthly specials, price changes, and new products. Adds and deletes customers from the company records.Assigns account numbers for each customer.Change customer information as needed.Process daily sales for 100+ routesPrepares weekly, end of month and year to date sales reports, Route Standings, and Route Trend.Prepares new customers sales and select current customers sales to the sales team. Making sure new and current customers are being serviced.Follows up with district and regional managers as problems arise.Maintains and updates credit applications for all customers requesting charge privileges.Maintains file of retail sales tax numbers.

Saint Louis, Missouri

ACCOUNTS RECEIVABLE: ■ Prepares daily cash deposits and fills out cash control sheet daily.■ Enters finalized cash receipts and updates accounts receivable ledger by customer.■ Obtains and mails invoice copies for customers, as requested. Researches and processes customer claims of invoice payment.■ Processes daily credit card deposits.■ Process ACH payments.■ Files check stubs and bank receipts.■ Researches and processes charge backs, returns, and bad checks.■ Answers accounts receivable phone inquiries and follows up.■ Calls and/or mails correspondence to customers as necessary in order to update accounts. COLLECTIONS ■ Manage 350+ accounts. Contact customers regarding delinquent balances, while ​maintaining positive customer relations.■ Process collection letters to delinquent accounts.■ Research disputed invoices to identify payments.

Associates, Administrative Assistant & Legal Officespecialist

Dual Associates, Administrative

Assistant and Legal Office Specialist 2005 * Special recognition in Office Support