Erika Ortega Email & Phone Number

• Run recurrent reports to provide data to Claim Data Analytics Team members and operational teams
• Create, develop, modify and produce reports using Excel tools through a very good knowledge of SAS, SQL and VBA programming languages.
• Extraction, validation and reconciliation of data from several sources to identify and follow up on corrections as needed

Hamilton, Ontario, Canada

• worked remotely as part of a small team focused on data collection and analysis for the Development World Management survey project measuring quality of management in Puerto Rico schools
• applied WMS methodology for data collection while conducting interviews with school management
• independently scoring responses from interviews by determining a numerical value corresponding to response quality based on WMS criteria
• created templates for new scoring criteria through analysis of raw data collected throughout the study
• created automated dashboard tracking goal progress of the interview team in real time

Toronto, Canada Area

• Provided support in quarterly reporting, automation of reserving manuals, quarter end processes and other actuarial studies for US Disability and Group and Medical Actuarial team
• Created clear documentation while automating quarterly reports through Excel VBA

Hamilton, Ontario, Canada

• Emphasis on efficiency through successful automation of manual processes, reducing project time from months to days
• Collection and validation of university data and statistics, research and development, record linkage and other data analysis support through SAS and Excel VBA while maintaining organized storage environment

Toronto, Ontario, Canada

• provided support to the Commercial Lines Actuarial (OAW) pricing, business analysis, data extraction and validation
• improving efficiency by automating monthly reporting and excel calculators using Excel VBA
• prepared exhibits and supporting documents as part of Annual Provincial Rate Filings

Burlington, Ontario

• Facilitate financial transactions including: - Insurance, credit product and mortgage payments - issuing bank drafts and certified cheques - wire transfers, handling foreign currency
• Provide quality customer service through oral and written communication while implementing banking procedures  Assisting with digital and self-service transactions using various forms of financial technology (Scotia.

Burlington, Ontario

• Balance all transactions through register, including currency, checks, credit cards and vouchers
• Efficient and friendly customer service while processing transactions and managing tasks in a fast paced environment
• Addressed customer inquiries with attention to detail in locating merchandise, advising about sales, pricing and coupon procedures
• Worked collaboratively to improve customer experiences, ensuring reduced wait times and a positive atmosphere