Lorna Ramirez Email & Phone Number

Sunnyvale, California, United States

Burlingame, California, United States

Packed and shipped all shipments, both domestic and internationalMade arrangements for pick up by the carrier specified on the customer’s purchase Reported defective materials or questionable conditions to the department managerUnpacked, examined and routed incoming shipments, rejected damaged items, recorded shortages, and corresponded with shipper or internal stakeholders to rectify damages and shortagesReceived and processed all defective products returned for replacement or credit. Entered receivables into quarantine as necessary. Controlled cage access and contents for quarantined itemsMaintained inventory of shipping materials and suppliesPerformed basic computer functions necessary to track various aspects of goodsKept an adequate supply of shipping materials on hand at all timesMaintained the work area and equipment in a clean and orderly condition and followed prescribed safety regulationsPerformed cycle countsOther duties as assigned

Mountain View, California, United States

Processed and packaged domestic and international shipmentsManaged daily email exceptions and outstanding shipments using Zimbra, NetSuite, and FedEx InsightDownloaded and monitored tracking lists on Excel Processed and created after sales return labels for customers using FedEx Ship ManagerReceived, counted, and logged incoming and return shipments Downloaded and uploaded customer data using duplication machineManaged sample inventory using Erplain and provided updates to FinanceMaintained office space and ordered and replenished supplies from Amazon, Costco, and Safeway

Santa Clara, California, United States

Organized and scheduled meetings for team Managed relationships with vendors, service providers, and landlord to ensure that all items are invoiced and paid on time

Walnut Creek, California, United States

Provided exceptional customer service with plan sponsors, advisors, and third party administratorManaged all aspects of new client integrationEducated prospective clients on technical communication plan and data/system initiativesWorked closely with client and in a team environment to ensure a successful workflow and conversionCommunicated service expectations, procedures and timing standards to clientsPrimary contact for client needs and inquiriesResearched and recommended appropriate action for resolution of client issuesProvided feedback/solutions to manager to avoid errors and provide better serviceProcessed retirement plan transactions on the record-keeping systemProcessed termination loans, hardship loans, and QDRO distributions and withdrawals

Redwood City, California, United States

Provided administrative and clerical support to the Vice President and Director of Sales & MarketingMaintained and distributed monthly sales statistical reportsProduced an average of 50-60 promotional marketing materials for prospective clients dailyInterfaced with management to develop and prepare marketing presentations and analysis

San Mateo, California, United States

Acted as the primary contact for client needs and inquiriesFacilitated independent audits of accounts >100 participantsHandled the timely completion of compliance testing and government reporting to IRSResponsible for the administration and daily valuation of 401(k) plansManaged workflow effectively in a deadline oriented, high stress environmentPerformed and prepared accurate and timely complex compliance testsCalculated employer contributions and forfeiture reallocations Assisted and provided annual valuation for actuary on defined benefit plans Reconciled trust assets and prepared trust accounting Trained and provided guidance to plan consultantsPrepared annual employee performance reviews