Kevin Le Email & Phone Number

Fountain Valley, Ca, Us

Costa Mesa, California, United States

Project Management and Onboarding:● Host kick-off calls and web meetings, managing projects to ensure seamless integration experiences for business partners and clients.● Work closely with the Strategic Partnership Manager to execute integration agreements.● Collaborate with Product and Development teams, diagnosing integration issues and initiating feature enhancement requests.Integration Support and Documentation:● Lead DocuSign Integration, streamlining client onboarding for DocuSign Developer and Production environments.● Act as a secondary contact for MeridianLink Mortgage's largest document partner, troubleshooting MISMO 3.4 XML file issues and providing valuable feedback for mapping enhancements.● Guide business partners and client's third party developers on how to best use MeridianLink Mortgage API Webservices to develop custom applications to push and pull loan data, upload documents, and order services from MLM's Vendor partners.● Develop and maintain integration guides, schemas, and supporting documentation, ensuring clarity for business partners, clients, and colleagues.Client Experience and Communication● Maintain open lines of communication with MLM's Clients and Vendor Partners via Salesforce ticketing system.● Schedule and conduct phone/meetings as needed, resolving urgent issues and escalations.

Costa Mesa, California, United States

Exceptional Client Support● Provided excellent support to clients using the MeridianLink Mortgage (LendingQB system), addressing various issues promptly and effectively.● Stayed up-to-date with system knowledge, enabling precise and clear communication with clients via live chat, phone and Salesforce ticketing system.Team Support and Training● Assisted team members in client meetings, live coverage, and critical priority cases, expediting resolutions.● Trained new team members on various system areas, ensuring a cohesive and knowledgeable support team.Technical Expertise and Documentation● Researched system behavior from the code base and specifications documents to provide easy-to-understand information to clients.● Created and maintained automated Batch Export Reports, extracting and transforming data from MLM's data layer to 3rd party specifications.● Contributed significantly in a new tutorial for Batch Export Reports to enable clients to self-serve.● Created and refined Batch Export Reports documentation for team members to reference and troubleshoot."Kevin is the definition of world class service. He started with MeridianLink Mortgage Support in May of 2021 and achieved a rating of 100% in Q4 2021. It is because of his performance that he was nominated for a spot bonus related to customer satisfaction and ultimately won the award as he was a key contributor to our teams Q4 QBR of 90% customer satisfaction or better." - "MeridianLink Mortgage Support Manager""Kevin Le has been amazing in helping us to map and create a more robust data export to upload to our servicing system, FICS. He is knowledgeable, friendly and patient. We really appreciate him!!" - "MeridianLink Mortgage Client"

Orange County, California Area

Consulted customers in selecting frames and lenses that are best suited for theirvision, lifestyle, and budgetary needs.Explored underlying reasons for customer's problems and resolved to developlong-term solutions to problems and ensure that customers are satisfied.Performed visual acuity measurements; screened for glaucoma and took visionprofiles for a comprehensive look at the patient's eye health.Trained new employees regarding store policies and procedures to ensureconsistent customer experiences.

Bachelor Of Science - Bs, Applied Mathematics

Activities and Societies: Phi Delta Theta, Chamber Chorale, Bruin Actuarial Society, Undergraduate Mathematics Student Association

Associate Of Science - As, Mathematics

Activities and Societies: Honor’s List, Dean's list, Extended Opportunity Programs and Services (EOPS), Member of Phi Theta Kappa (Honor.