Joshua Lunde Email & Phone Number

Greater Minneapolis-St. Paul Area

• Accelerating the evolution of Devenir's HSA investment product to ensure it continues to lead an evolving industry and provide the best outcomes for our client base and HSA investment account holders
• Creating and supporting a culture of innovation and accountability
• Providing structure and guidance to Devenir's roadmap

Greater Minneapolis-St. Paul Area

• Facilitated cross-functional collaboration on interconnected projects driving Devenir's HSA investment solutions
• Engaged with clients, prospects, and industry leaders as of one of Devenir's main points of contact for our core business as well as industry outreach and thought leadership
• Shaped the development of industry leading decision support tools, education, and content
• Developed trust amongst internal and external stakeholders

Greater Minneapolis-St. Paul Area

• Led cross functional teams in the initialization, execution, and ongoing support of technology, operational, marketing, reporting, and integration projects
• Built and maintained lasting client relationships with open channels of communication to ensure the continued success and satisfaction of both Devenir and our clients
• Continuously analyzed business processes to improve efficiency and outcomes

Greater Minneapolis-St. Paul Area

• Provided strong mentorship to project managers and project coordinators concerning best practices in the areas of project planning, project execution, budgetary objective considerations, client communication and.
• Performed quality assurance review of other project managers payment and payroll tax calculations to insure that they have been completed in accordance with the terms of the settlement agreement, that they… Show more
• Performed quality assurance review of other project managers payment and payroll tax calculations to insure that they have been completed in accordance with the terms of the settlement agreement, that they meet project.
• Engaged in consultation with sales team and internal stakeholders regarding project trends, client relationship considerations, and areas of opportunity
• Executed the end to end administration of some of the most complex, largest, highest profile, and highest risk projects handled by Rust Consulting’s labor and employment practice area Show less

Greater Minneapolis-St. Paul Area

• Implemented the terms of labor and employment class action settlement agreements involving between 20 and 70,000 Class Members for which Rust Consulting acts as a neutral third-party administrator
• Collaborated with plaintiff and defendant’s counsel to execute mailings, claim form processing, and the distribution of settlement funds to members of the Class in accordance with the terms of the settlement agreement.
• Partnered with functional groups… Show more
• Partnered with functional groups, including, accounting, payroll, the call center, and operations to ensure that client deliverables are provided with quality and timeliness that meets or exceeds client expectations.
• Utilized technology including Microsoft Excel and Microsoft Access to perform complex award and payroll tax calculations for distributions ranging between $200,000 and $65,000,000 Show less

Greater Minneapolis-St. Paul Area

• Innovated new processes and procedures to more efficiently and precisely meet projects objectives with an emphasis on fulfilling client expectations and controlling costs
• Developed an improved methodology for tax coding which reduced the required person-hours to complete the task on the project for which it first implemented from 30 hours to 2 hours
• Composed documentation including project statistics and reports, processing instructions, and call center scripts to… Show more
• Composed documentation including project statistics and reports, processing instructions, and call center scripts to accurately and clearly communicate project specific information to internal and external stakeholders
• Adapted to the varied needs of dozens of projects and clients as well as the varied preferences and expectations of twelve project managers Show less

Greater Minneapolis-St. Paul Area

• Monitored the calls of 20 to 30 customer service representatives each day to ensure calls were being handled professionally and appropriately across hundreds of projects in the labor & employment; securities.
• Delivered constructive feedback and provided coaching to customer service representatives to facilitate growth in their call handling skills and to mitigate errors
• Designed statistical and… Show more
• Designed statistical and narrative reports to convey call performance averages and trends to call center, project team, and departmental leadership
• Implemented a new filing system for call performance records which greatly decreased the amount of time which had to be devoted to that task each day
• Facilitated dialog between project management and call center leadership regarding project specific goals, requirements, themes, and expected outcomes Show less

Greater Minneapolis-St. Paul Area

• Interacted effectively and efficiently with up to 120 callers per day to accurately and precisely answer questions related to over a hundred simultaneously ongoing class action settlements
• Compiled detailed notes pertaining to the content, outcome, and required follow up measures for each call
• Fostered communication between Class Members and the project team in order to identify and resolve issues

Greater Minneapolis-St. Paul Area

• Lead a team of 8 – 10 fellow student employees in the completion of daily and project based landscaping and grounds maintenance tasks including bed installation, planting, watering, trash collection, mowing, tree.
• Provided coaching and instruction in the proper execution of landscaping and grounds maintenance tasks and the equipment safety best practices
• Assisted in the management of supply and equipment inventory