Mauricio Lopez Email & Phone Number

Promoting and accelerating Fintech innovation and experimentation. • Lead the concept, definition, design, and launch of Earnd’s (earnd.co) R&D Tax Credits optimization solution.

Tampa, Florida, Us

Work with a LendingClub cross-functional team to finalize the requirements and user experience for the first version of a new product.• Lead the end-to-end design, technical development, and roadmap to launch. Participate in user research to understand how this new product brings value to LendingClub members. • Defined KPIs, gain legal/compliance approval for main user flows.

Seattle, Washington, Us

• Further studied agile methodologies, emerging technologies, Fintech trends, and music.• Experienced the beauty of the US West Coast and Utah.• Enjoyed family time!

Us

Worked closely with key stakeholders, business, and IT to develop and manage product releases. • Oversaw product strategy and vision development to address Tech CU's digital transformation. Maintained product road map, created concepts, and use cases for new services, features and functions to support customer demands, growth strategies, and profitability targets.• Spearheaded inclusion of iBPMS in the business architecture and led creation of a lending platform to enable FinTech partners to originate larger volumes of loans with Tech CU, and Tech CU to participate out to credit union funders.

Hillsboro, Oregon, Us

Drove the CRM (Salesforce.com) strategy, functionality, and features. • Oversaw end-to-end product concept, definition, development, and deployment; managing vision, roadmap, requirements, and product backlog based on customer needs, market trends, innovation, and competitive advantage. • Evangelized best practices and building awareness and understanding of product and its features amongst channels and LOBs.• • Led the designing of a new Salesforce.com based CRM that enables a single pane 360 Degree View through which employees can manage member interactions online and offline and created a personalized and relevant customer experience whenever, wherever, and however members choose their interaction to be.

San Francisco, Ca, Us

Developed deep understanding of the CRM marketplace and competitive landscape. • Oversaw and managed product lifecycle for internal CRM instance and all related integrations, driving improvements to processes efficiencies and scalability.

Emeryville, Ca, Us

Facilitated development and deployment of technology and business process solutions, spearheaded the deployment of an iBPMS, translating business strategies into product road maps to solve business problems and define the vision.• Led cross-functional teams and project managing execution of all phases.• Successfully managed and coordinated the SingleCup and K Cup products introduction.

Phoenix, Az, Us

Participated in customer operations-related processes definition for Apollo Education Services and leading the product management and process optimization and automation efforts for the University of Phoenix (UoPX) CRM.• Spearheaded the strategy and design of the 360-degree concept that enables visibility of each student across all business divisions, sales, and service channels. • Championed the CRM strategy and the development and deployment of the system’s POC on Salesforce.com supporting UoPX, Apollo Group business expansion, as well as other Apollo’s domestic and international institutions.

Oakland, California, Us

National Revenue Cycle, Project Manager / Consulting Specialist 2009 to 2010 Consulting Services, Lead Consulting Associate 2007 to 2009 Financial Projects, Project Specialist Lead 2004 to 2007 Acted as change agent in championing cross-functional initiatives from concept to launch through transformational efforts in managing change, reengineering processes, developing solutions and building high-performance teams through collaboration and communication.• Successfully led the National Revenue Cycle Partnership and Integration project team on the development of efficient and cost-effective claims and remittance processing for KP as the provider and the payer/insurer enabling the realization of $8M+ in annual revenue while reducing the cost of operations.• Effectively launched the Non-Dues Revenue Recognition (NDRR) process improvement project leading the team in the generation of a new paradigm for multi-system member/patient coverage identification. Project was completed on time and 40% under budget and addressed the expansion of KP’s portfolio by generating information required for non-HMO operations and eliminating monthly revenue adjustments in the millions of dollars.

Ca

Global Operations, Business Intelligence Program Manager 2000 to 2004Manufacturing Operations, Senior Quality & Business Improvement Analyst 1996 to 2000Recruited by one of the top players in the Internet, telecommunications and networking industry revolution. Promoted within six (6) months to a high profile position as operations performance improvement strategist. Accountable for the assessment of processes efficiency: organizing, coordinating, and leading projects to design and implement systems, policies, procedures, and technologies. Developing and facilitating training.• Reduced the cost of nonconformance by leading cross-functional team on $3M+technology investment project to develop corporation’s Quality Data Warehouse. • Successfully managed customer returns receiving process-outsourcing project, implemented processes and controls impacting the cost of sales and resulting in proper handling of $12M per year inventory transactions.• Audited controls, recovering $1.3M of misappropriated warranty usage funds. Designed and implemented materials processing internal controls and data collection systems reducing operations cost by 10%.

Toronto, Ontario, Ca

Extensive experience in business analysis assisting corporate accounts, members of the Board of Directors and VIP clients in short, medium, and long term financial planning. Evaluate future prospects of client business for adjudication of credit, underwriting, factoring and leasing. • Analyzed new financial products impact on overall activities, either for the corporate office or for government agencies. Participated in business negotiations, elaboration and contracts review. • Gathered complete information on client operations, including financial statements, manufacturing, marketing and sales, and research and development reports.

New York, Ny, Us

Recruited by Senior Partner to manage, coordinate, and execute projects at client sites. Professional services included design/implementation/refinement of accounting systems, development of internal and external reporting processes, income tax planning and preparation, banking, shareholders communications and asset management. Additional requirements included the development of independent work groups. • Demonstrated expert qualifications in building consensus and managing business relationships, provided management with critical analyses, performance management models and high-level business cases.• Identify opportunity areas, design and implementation of organizational structure changes for the adoption of a re-configured cost control system and cost reduction strategies for production operations.• Enhanced bottom-line performance through transition of in-house software to fully-integrated daily operations management, accounting and financial reporting systems.

Cpa, Accounting

Business Administration Management, Business Management, Finance & Accounting

Ged, Business Administration And Management, General