Liliana G.

About Liliana G.

Multi-Lingual, driven and highly motivated leader; offering 15+ years of leading teams to consistently meet or exceed corporate goals, complimented by a track record of adding efficiency, increasing ARR and reducing costs in FinTech, SaaS, Finance, Customer Relations, and Sales. I have worked for 121-Billion-dollar Company as well as smaller organizations offering the following areas of expertise:Project Management, Agile, SaaS Implementations, Operational Efficiency, Relationship Building, Jira/ Confluence Administrator/ Service Desk Management, SQL, Postman, Fiddler, Strategic/ Tactical Planning, Fluent in Portuguese, Basic Spanish, Collaboration, Business Development, Client Relations, Data Analysis, Financial Operations.

Experience

1. Partner Integration Consultant

   MeridianLink

   Jul 2025 — Present

   Responsible for managing individual partner integration projects from scoping through post-launch support. Advise partners and clients on integration strategy, platform configuration, and best practices to ensure technical requirements are met and systems work together as intended. Collaborate cross-functionally with internal teams, embedded partners, and service partners to keep projects on track and within scope. Manage setup, validation, and data exchange testing while maintaining project plans and scope documentation throughout.• Promoted to PIC in July 2025; hit the ground running by leading five new integration projects while closing out remaining IA commitments without disruption to clients or timelines.• Overhauled the BDR project intake process so that scoping starts with the right technical information, reducing back-and-forth and setting clearer expectations with partners from the start.• Updated and rebranded team documentation; organized the team’s first in-person gathering to strengthen collaboration and alignment across the group.• Built a Copilot agent to generate scoping documents more efficiently, saving the team time and reducing manual effort on new partner engagements.

Skills

• Credit Analysis
• Strategic Planning
• Leadership
• Interviewing Skills
• Credit Cards
• Mortgage Lending
• Transaction Processing
• Coaching
• Hiring
• Credit Unions
• Business Process Improvement
• Recruiting
• Training
• Customer Satisfaction
• Loans
• Retail Banking
• Credit
• Strategy
• Consumer Lending
• Team Leadership
• Business Development
• Call Centers
• Loan Origination
• Budgeting
• Cash
• Customer Service
• Customer Relationship Management (Crm)
• Customer Relations
• First Time Home Buyers
• Project Management
• Onboarding
• Leadership Development
• New Hire Orientations
• Microsoft Office
• Sales
• Banking
• Risk Management
• Finance
• Goals
• Performance Management