Max Pierre Romero Lozano Email & Phone Number

Lima, Perú

- Liderar las distintas etapas del proceso de onboarding de nuestros clientes siendo un referentetécnico de nuestro sistema para atender sus requerimientos de manera oportuna.- Asesorar a nuestros clientes en el proceso de implementación para que usen de maneraadecuada y oportuna la plataforma siguiendo el proceso de customización.- Realizar consultas técnicas a los clientes entendiendo sus requerimientos para proponersoluciones y mejorar su experiencia en el sistema, a través de seguimiento constante.- Capacitar a los clientes y usuarios en la plataforma, asegurando el correcto aprendizaje y uso delsistema, brindando asistencia proactiva.- Identificar y apoyar en la implementación de oportunidades de mejora en la experiencia delcliente con el objetivo de generar lock in y potenciar el uso de la plataforma.

Latam

• Conduct customer due diligence and KYC processes for onboarding and compliance.• Facilitate international and local B2B payments.• Manage and resolve incidents by analyzing requirements and adhering to SLA and KPI metrics.• Assess and optimize CX business/operations digital processes, identifying areas for improvement and assisting in solution implementation.• Deliver financial information on fintech products and services, and analyze customer transactions monthly.• Utilize tech tools such as Salesforce, Slack, Aircall, and partner/payment provider dashboards for internal and external management.• Collaborate with Key Account Managers to address client needs, and participate in meetings and presentations to share insights

Lima, Perú

- Provided internal customer support for international transfers, local payments and check collections- Efficiently handled Swift Messaging (MT103, MT202, MT199, MT195, MT196, MT191, and MT999) - Conducted accounting and financial reconciliations for correspondent banks worldwide- Expertise in payments investigations such as OFAC compliance checks, international sanctions and fraud detection - Resolved critical customer claims promptly with a strong commitment to user acceptance - Facilitated the banking innovation process using Agile / Scrum Master approach by prioritizing initiatives based on business needs of payment services whilst collaborating with Product & IT teams to automate & modernize the international payment systems.- Analyzed current business processes that could be optimized while developing strategies towards automating payment services. - Successfully managed FX Sales tasks involving exchange

Lima

- Provided prompt and courteous assistance to corporate customers via phone and email, ensuring smooth communication across cross-functional teams.- Proactively monitored service links to promptly address outages or failures by effectively managing competing resources and priorities.- Maintained regular follow-up with customers on the status of their cases in compliance with KPIs and service level agreements.- Engaged closely with clients, technicians, and managerial staff worldwide across various teams for support and management initiatives.- Successfully planned work schedules and maintenance notifications for BT products such as Cloud, VSAT & MPLS while consistently monitoring performance.

Licenciatura, Psicologia Organizacional

En curso- Desarrollo de talento de personas dentro de las organizaciones.

Pex, Transformación Digital

En curso - Programa Experto (PEX) en Transformación Digital

Tecnicatura, Language Interpretation And Translation

Tecnicatura, Finance, General, Curso De Finanzas Para No Financieros