Treva Evans

• Currently licensed and available part-time for any real estate needs

Assist with monthly Accounts Receivable, Accounts Payable and Payroll on an as needed basis

• Responsible for monitoring and maintaining assigned accounts.
• Managed all unbilled orders, reviewing daily for correct pricing before posting
• Uploaded invoices to 3rd party portals while tracking payments
• Created consolidated spreadsheets per customer requirements
• Worked with Account Manager, Sales and Operations to resolve any pricing errors, disputes or internal account issues
• Reconciled customer accounts and outstanding balance issues.
• Identified and submitted credit memos.
• Enlisted the efforts of sales and senior management when necessary to accelerate the collection process.
• Worked with both billing and order entry department to ensure POs were utilized and accurate.
• Suggested account adjustments, small balance write offs and escalated uncollected balances for write offs.
• Maintained and administered all incoming lien waivers.
• Assisted with special billing accounts, learning outside company billing portals to help effectively bill and bring the account current.
• Worked refund request inbox, investigating and applying submitted refund requests.
• Previewed and monitored all assigned customers orders to ensure correct pricing and billing
• Worked with Sales to ensure correct pricing per order
• Worked with Order Support in resolving incorrect pricing and disputes.

• Managed, controlled and owned all activities and functions of assigned accounts
• Communicated with customers to reconcile, research, resolve and collect on past due and disputed balances
• Investigated accounts to determine if anything was needing written off of credited
• Researched contractor licenses, business licenses and any potential bonds that could assist with collecting
• Monitored 3rd party portals for past due balances and billing to help implement appropriate actions to collect
• Collaborated with legal team on uncollectible accounts that may need legal action
• Researched contractors licenses
• Negotiated arrangements to manage defaults, payment plans, or full remittance of balance owed.
• Processed payments and applied to customer balances.
• Assisted other Account Resolution Specialists with Pay Applications required to collect on their accounts
• Maintained the Lien waiver inbox and all requests
• Researched, verified and signed to all incoming lien waiver requests
• Responded

• Verified vendor accounts by reconciling monthly statements and related transactions.
• Performed administrative tasks such as recordkeeping, writing correspondence and gathering materials.
• Paid monthly bills and expenses using Quickbooks
• Reviewed Accounts Receivable for possible past due accounts and missing invoices
• Generated and mailed updated statements.
• Calculated premiums and established payment methods for sales.
• Followed up with customers on unresolved issues.
• Collected, analyzed and validated all agency commissions.
• Collected all premiums on or before effective date of coverage.
• Gathered all necessary information from the customer to assist in writing commercial bonds

• Contacted and corresponded with customers in regards to their accounts. Including sending them necessary missing paperwork/invoices.
• Reviewed collection reports to determine the status of collections and the amounts of outstanding balances.
• Collaborated with management, sales and other departments to evaluate accounts and develop improvements.
• Referred delinquent accounts to collections department or outside resources.
• Utilized deep understanding of industry best practices and legal requirements to prevent critical incidents.
• Investigated and evaluated customers for creditworthiness and potential risk factors in order to grant credit accounts
• Accessed credit records to evaluate customer histories.
• Generated reports detailing various metrics and account information.
• Processed payments

• Oversaw daily office operations.
• Collections- Contacted customers regarding unpaid and underpaid accounts to resolve any issues. 
• Implemented procedures for Cash Handling and as well as trained employees.
• Received and routed business correspondence to correct department or staff member.
• Prepared cash deposits and reconciled all sales for the previous day.
• Scanned daily sales tickets and completed deposits into Onbase digital system for Accounts Receivable Clerk at the corporate office
• Work with Equipment Supervisor and Vendors to issue, approve and receive purchase orders for items purchased. 
• Assisted Management and Corporate HR with the Onboarding New Hire process. Including collecting  and verifying all legal documents. 
• Assisted Corporate office with Accounts Receivable, Accounts Payable and Human Resources.
• Performed general office duties, including answering multi-line phones, routing telephone calls or messages to appropriate staff, greeting the public, typing, proofreading, filing, sorting and handling incoming and outgoing mail.
• Answered inquiries and addressed, resolved or escalated issues to management personnel to ensure client satisfaction.
• Provided clerical support to company employees, including copying, faxing and file management.

• Generated invoices upon receipt of billing information and tracked collection progress.
• Entered financial information and payments to guarantee that employees and vendors were paid accurately and on time.
• Entered financial data into the company accounting database to be verified and reconciled.
• Communicated with customers to identify and resolve outstanding payments.
• Processed payments and applied to customer balances.
• Set up and updated customer accounts with interactions, payments and personal information.
• Followed up with customers to collect information and verify details.
• Reviewed sales reports for previous day to ensure proper pricing

• Dispatched and Scaled trucks
• Knowledge of Aggregate and Construction needs
• Copied, logged and scanned supporting documentation.
• Responded to customer requests via telephone and email.
• Entered details such as payments, account information and call logs into the computer system.
• Worked closely with drivers and upper management to ensure efficiency on deliveries.
• Reconciled daily cash log

Handled all necessary bookkeeping responsibilities as the owner.