Stephanie Romarate

Experienced Logistics Account Coordinator with 6 years of experience in freight audit, client support, and carrier coordination. Knowledgeable in CRM tools, Microsoft Power BI reporting, AI-assisted workflow optimization, and process improvements, with a goal of helping improve operations, strengthen client relationships, and support long-term client retention.

Account Coordinator at Data2logistics/Loop (2023-01 – Present)

Served as the day-to-day point of contact for clients, carriers, and internal teams, providing support for invoice submissions, carrier and EDI setup, billing inquiries, payment status updates, web access, and overall account coordination for all departments, utilizing AI-assisted tools for data validation and workflow efficiency.

• Resolved invoice discrepancies and prepared reconciliation reports for major carriers including FedEx, UPS, DHL, and others to ensure billing accuracy, consistency, and alignment with account performance.
• Conducted monthly client touch base meetings and supported Quarterly Business Reviews (QBRs) to review account performance and align on requirements.
• Created and maintained customized Power BI reports to support client requirements and internal analysis.
• Managed client rule enhancement projects and created approval and allocation rules to automate invoice routing based on client requirements and review conditions, improving invoice allocation workflows, reducing manual updates on client portals, and increasing efficiency for both clients and internal teams.

Logistic Data Analyst/ Freight Auditor at Trax Technologies Asia, Inc. (2021-01 – 2023-12)

• Reviewed and validated carrier invoices including FedEx, UPS, DHL, and other transportation providers to ensure billing accuracy, correct rate application, and compliance with customer contracts and requirements.
• Managed invoice exceptions, reconciliations, and discrepancy investigations to ensure accurate billing and timely payment processing.
• Coordinated with carriers, clients, and internal teams to resolve billing issues efficiently while maintaining compliance with audit procedures and service standards.
• Analyzed contracts, shipment data, and audit findings to identify recurring issues and opportunities for process improvement, providing recommendations that improved invoice accuracy and operational efficiency.

Executive Assistant and Accounting Representative to the President at CodingDepartment Inc. (2019-01 – 2020-12)

• Managed and hosted the President's U.S.-based properties via Airbnb, ensuring seamless guest experiences.
• Generated invoices, followed up on monthly dues and arrears through calls and emails, and maintained accurate financial records.
• Utilized Salesforce to organize client data and reports, providing daily updates and performance summaries to the President.

Compliance and Quality Care Auditor at Ford Cebu - Fairlane Automotive Ventures Inc. (2017-01 – 2019-12)

• Conducted compliance and quality assurance assessments across Ford dealership branches in Visayas and Mindanao to ensure alignment with Ford Group Philippines (FGP) standards, company procedures, and service quality requirements.
• Audited daily service department operations, billing documents, and operational workflows to identify compliance gaps, process inefficiencies, and opportunities for continuous improvement.
• Monitored and assessed the performance and compliance of Dealership Customer Relations Center staff, Technicians, Service Advisors, and Billing Clerks in following established SOPs and operational standards.
• Assisted in maintaining and improving standard operating procedures (SOPs) by providing practical recommendations and corrective actions that improved operational efficiency, accuracy, and overall service quality.
• Collaborated closely with managers and department heads in resolving audit findings and preparing monthly audit and quality reports for the Dealer Principal, including observations, risk areas, and process improvement recommendations.

Bachelor of Science in Accounting Technology – University of San Carlos (2017-01)