Lorie Ramos
Surrey,BC
Summary
Goal-driven analyst adept at managing and analyzing large portfolios of delinquent accounts. Proactively helps to identify trends impacting operational efficiency, workflow, and production to optimize business success. Possesses several years of industry experience in collections and customer service.
Overview
16
16
years of professional experience
Work History
Recovery Operations Analyst
Shopify
03.2018 - 06.2024
- Managed and executed the distribution of delinquent Plus invoices mailers, demonstrating proactive initiative in mastering the process independently.
- Trained team members on Plus invoices mailer process, showcasing leadership and knowledge sharing abilities.
- Maintained consistently high QA scores (10/10) in quality assessments, ensuring accuracy and reliability in account management.
- Compiled and analyzed month-end statistics for Plus numbers, providing critical insights to team leads for strategic decision-making.
- Led bi-weekly meetings to optimize workflows and enhance team efficiency in managing Plus accounts and follow-ups.
- Created instructional materials, including recordings, to facilitate developer understanding and collaboration on workflow improvements.
- Collaborated closely with internal teams, including billing and legal departments, to streamline processes and ensure compliance with company policies and regulations.
Logistics Coordinator
Global Agricultural Trans-loading
04.2013 - 02.2018
- Cultivated and maintained strong relationships with shippers and dispatch through regular communication via phone and email.
- Organized and managed the delivery of intermodals using Excel and Google spreadsheets, ensuring accurate tracking and timely delivery.
- Successfully trained and supervised staff members, fostering a productive and motivated team environment.
- Implemented achievable goals and strategies to meet cargo deadlines consistently, optimizing operational efficiency and customer satisfaction.
Insurance Broker
Westland Insurance
05.2008 - Current
- Proficient in Autoplan policies and regulations, providing accurate information and guidance to relatives and friends strictly on a freelance basis.
- Experienced in assessing client needs and offering tailored home insurance quotes that meet individual requirements.
- Effective communication skills, both verbal and written, in explaining insurance policies and answering client inquiries.
Education
Fundamentals of Insurance
BCIT
Vancouver, BC03-2007
Holy Cross High School
Surrey, BC06-2006
Skills
- Communicate effectively with strong interpersonal skills
- Proficient with a wide variety of computer software programs such as Slack, Zendesk, Salesforce, Okta, Google docs, Excel
- Strategic planning
- Self motivated
- Strong risk analysis
- Work productively and proficiently under pressure
References
References available upon request.
Timeline
Recovery Operations Analyst
Shopify
03.2018 - 06.2024
Logistics Coordinator
Global Agricultural Trans-loading
04.2013 - 02.2018
Insurance Broker
Westland Insurance
05.2008 - Current
Fundamentals of Insurance
BCIT
Holy Cross High School
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