Lorie Felentzer

CLEAResult is a consulting company that is contracted with First Energy to be a customer service provide for the WARM Plus program.

• Reviews and approves all invoices from external subcontractors and internal teams for the low income WARM Plus program
• Approves all invoices after any necessary changes have been made.
• Provides all details of an approved batch of invoices to Accounts Payable so payment can be made.
• Manages and maintains monthly batch spreadsheet to track kilowatt and incentives and Subcontractor PO Tracker to track approval and payment of batches of invoices.
• Maintains consistent communication with external subcontractors as well as internal teams to provide monthly allocations and provide any assistance needed.
• Runs monthly report to calculate metrics including average job cost and average kilowatt per job.
• Runs monthly report to find any unapproved measures that haven't been invoiced and contacts appropriate subcontractor or team to invoice them.
• Coordinated with WARM Plus team to create process documents for each member
• Maintains and updates the process documents.
• Performed data entry including adding customer information to add jobs for subcontractors and internal teams as well as occasionally coordinating with various gas companies.
• Screened and verified customers referred to the WARM Plus program from the Intake department as well as First Energy
• Processed and mailed applications and landlord agreements.

Non profit organization contracted by First Energy that assists low income families with energy conservation program called WARM.

• Reviewed customer audits from contractors for all operating companies for approval by researching and comparing invoices with job packets.
• Managed and maintained database of online and faxes applications and landlord agreements.
• Maintained and updated spreadsheet of online and faxed applications
• Screened and processed applications
• Mailed applications, landlord agreements and requests for income verification.
• Answered and returned customer calls while documenting all contact.
• Determined and verified customer eligibility for the WARM program.
• Entered customer job information into software program for contractors to begin work.

Manufacturer and distributor of Biofreeze (topical analgesic), marketed to healthcare professionals.

• Developed and implemented manual inventory system to handle all inventory transactions at all locations, which resulted in a 99.4% inventory accuracy rate.
• Analyzed and maintained inventory levels for all materials and finished product.
• Processed all inventory transactions for all locations.
• Organized and led semi annual physical inventory including creating and reviewing reports and entering physical counts into software system.
• Sourced, negotiated and purchased all printed literature and promotional items from outside suppliers.
• Evaluated sales and usage reports to set accurate minimums for all components such as corrugated packaging, literature, promotional items and finished product at all locations.
• Extensive computer experience consisting of Microsoft Word, Excel, Outlook Express, Mail Order Manager, ACT, MasterControl and internet experience including Ebay.
• Coordinated all control documents at Export location including Basic Operating Procedures (BOP) and Standard Operating Procedures (SOP) as they related to FDA rules and regulations through the MasterControl system.