Professional Experience

 

• Develop web-based training courses, demos, and simulations using Storyline, Rise, Captivate, and PowerPoint

• Design training using a blended learning approach and multimedia strategies, including virtual classroom learning and eLearning for both technical and professional development training topics

• Lead a team responsible for facilitating and delivering Learning and Development programs in areas such as Employee Onboarding, Professional and Leadership development, and additional assessment-based learning programs

• Partner with key stakeholders and all levels of the organization to identify needs and develop and source curriculum/courses to address the needs and evaluate training requirements

• Evaluate skill requirements and training initiatives for effectiveness to build, integrate, and lead innovative and sustainable learning strategies that impacts return on investment of key learning programs

• Execute learning programs involving employee onboarding, developing professional capability, and delivering leadership experiences through thought-leadership and advisory support across each functional area of business

• Direct a team of talent professionals to deliver solutions aimed at improving skills and readiness across the organization and will play a significant role in building capability and optimizing the talent management

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LoanDepot

Training Manager, Wholesale Mortgage

2021 - present

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Lead the design, development, and delivery of a diverse set of learning materials to support our Wholesale Mortgage line of business. Partnered closely with key business partners to translate business intent into engaging learning materials, with a focus (though not exclusively) on digital, virtual, and blended learning methods.

• Utilize expertise as a multimedia designer and graphic designer to develop learning solutions, performance aids, videos, storyboard e-Learning courses, structure simulations, and communication releases

• Worked closely with business subject matter experts and stakeholders to understand systems and training needs

• Design training solutions that demonstrate an understanding of adult learning principles and leverage current learning trends, including gamification and rich media (example: video) to enhance the learner experience

• Determine, recommend, and document project instructional standards and strategies, learner engagement strategies, and evaluation plan

 

KPMG

Management Consultant, Instructional Designer

2019-2021

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Managed training development engagements for clients from various industries (e.g., financial, commercial, state, and local government) projects. Design and create learning content, internal and external communications, and marketing to promote learning initiatives.

• Design and develop learning content in multiple modalities (e.g., instructor-led training, virtual-led training, eLearning, motion graphics, and animation videos), including graphics, infographics, job aid elements, and quick reference guides, and posters for internal and external learning audiences

• Developed the Learning and Development strategy and curricula while partnering with senior-level leaders and subject matter experts.

• Support large-scale training initiatives for multiple system implementations affecting 3000+ employees

• Managed the training workstream on the administration of IFRS 17 insurance standard for the North American division of a global insurance company

 

Accenture

Instructional Designer Senior Analyst

​2016 - 2019

 

Lead training projects. Create learning content for the corporate audience following the ADDIE instructional design model. Collaborate with stakeholders in the planning, designing, and implementation of learning solutions.  Partners with in-house subject matter experts to identify learning needs. Serve as creative and planning resource to internal consultants.

• Design and develop learning content in multiple modalities; this includes instructor-led training, eLearning, and job aids/ performance support tools

• Serve as project training lead for teams of subject matter experts in learning projects

• Collaborate in the design and development of learning solutions, including face-to-face, virtual-led, web-based

• Partner with trainers and internal customers to determine performance and training needs

• Communicates project details with internal business partners to validate that learning solutions aligned to business priorities and strategy for operational effectiveness

• Coach trainers on the ID process and serve as a resource to those less experienced in content/curriculum development; Coordinate the production of online learning modules

• Collaborate with leadership and peers to support a creative, success-oriented business culture

 

 

Bailey Ventures LLC

Human Resources Consultant

​2013 - 2016

 

Collaborated with a virtual team dedicated to designing and implementing human resources and business solutions to improve the business structure and professional growth of our clients.​

• Self-managed, multi-task, and successfully deliver business support 

• Analyzed training needs and designed materials for training activities

• Built effective action plans and track team performance utilizing multiple databases

• Demonstrated project management and project leadership skills

• Performed cooperatively with flexibility in day-to-day functions of a team environment 

 

 

US Trust, Bank of America Wealth Management

Client Sales and Service Officer

​2007 - 2013

 

Managed the process of providing personalized banking for wealthy high-profile clients. Teamed with financial advisers to implement business strategies, analyzed clients’ needs, and provided appropriate guidance. Delivered employees information about policies, job duties, working conditions, wages, and opportunities for promotion and employee benefits. Built action plans based on client objectives and tracked team performance utilizing multiple databases.  Advise teams on compensation matters, conducting research and analysis to resolve compensation discrepancies.

• Consulted as a link between management and employees; handled questions and interpreting policy.

• Acted as a trusted advisor to, and an advocate for, clients and prospects; facilitated integrated recommendations that encompass multiple products and services as needed

• Developed in-depth understanding of clients’ needs, preferences, and overall wealth; responsive to changes in the business environment or client needs

• Effectively managed a book of relationships; acted as relationship lead accountable for the client’s experience

• Leveraged specialists, service officers, and other expert resources to ensure the integrated delivery of investment, fiduciary, credit, and banking solutions

• Completed all local market and national training requirements

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Bank of America

Banking Center Manager

​2007 - 2004

 

Managed, planned, directed, and coordinated the activities of the banking center and its employees. Conducted recruitment, hiring, training, staffing, and coaching of sales and service teams to consistently meet market sales goals and maintain high customer satisfaction ratings.  Maintained budgets and performed audits; enforced the confidentiality of customer information and ensured the center followed compliance with all policies; state and federal regulations.

• Responsible for building client traffic, engaging and appropriately routing clients, and client retention

• Built and maintained camaraderie among center associates, ensuring all teammates drive collectively toward financial center goals

• Observed, modeled, and coached the financial center team on the proper execution of risk and service strategy

• Invested in talent through interviewing and hiring service and operational associates

• Ensured training is completed on time and continued investment in ongoing education

• Drove associate performance through active and continuous coaching, continuing education and performance plans