Juan Carlos Lombera Email & Phone Number

Kennewick, WA, US

Remote

• Configure: third-party integrations, API users, core mapping, consumer site, forms, migration among system environments.
• Products analyst for new products, existing product enhancements, and workflow configuration.
• Educate and provide best practice recommendations to client stakeholders on system implementation, configuration, testing methodology, and training.
• Creator of new product documentation for implementing MeridianLink’s software.
• Analyze and provide feedback on MeridianLink Product and Service enhancements to drive client satisfaction.
• Responsible for innovation and leadership in developing and implementing initiatives for process efficiency that support key performance indicators and company/client objectives.

Remote

• Configure: third-party integrations, core mapping, consumer site, forms, migration among system environments
• Educate and provide best practice recommendations to client stakeholders on system implementation, configuration, testing methodology, and training.
• Manage multiple customer implementation projects to successful and rapid go live.
• Advise customers on best practices for implementing MeridianLink’s software.
• Monitor and control project schedules and tasks to effectively meet timelines, project budget, and scope of work requirements.
• Mentors and supports peers through teaching, sharing knowledge and experiences and offering support for questions.

Remote

• Analyze credit reports for payment history, delinquencies, and overall debts
• Apply strategic underwriting process to mitigate risk for the credit union while buying contracts from third party partners
• Daily partner management of 20+ regarding increase in business, customer satisfaction, and relationship building
• Cross departmental projects for consumer lending regarding strategy, system upgrades, software implementation, issueinvestigation and resolution
• External Fintech vendor collaboration with Scienaptic, Temenos, Open Lending, Digital Align, SavyMoney, regardingenhancements, implementation, new product launches, testing, auditing, issue discovery and resolution.
• Data mining, veriXication, report building, for Senior/Executive management use in strategy, risk assessments, and auditing.

Richland, Washington, United States

• Create monthly SMART action plans with team members surrounding areas of opportunity in order to achieve sales targets
• Document observations based on sales process and customer-impacting behaviors, coach the team members regarding what behaviors were executed well and areas of opportunity
• Assist team members with escalations working together to find a solution for customers
• Set store daily goals to exceed monthly quotas to maximize commission
• Daily coaching towards behaviors that will help team members achieve success towards incentives and sales
• Administer discipline for union employees not executing their success plans based on proper documentation