Professional Training Analyst

5/2008 - 3/2009

TEK Systems

Contractor / Freelance

• • Conducted complex analysis for multiple audiences to determine the proper training content, media, and training delivery methods for each audience • Developed training for a new process, software, or hardware that is complex and/or impacts multiple areas or groups of people • Developed training using blended learning solutions requiring multiple delivery media • Applied a systems approach to training development (CEP, ADDIE, etc.) • Used training development tools such as Firefly, LCMS, etc. as appropriate • Consulted where needed and act as a resource for guiding and mentoring others to grow their training competency • Identified knowledge or skills needed for the delivery of an effective formal training product • Ensured key communication messages are consistent with Enterprise/Department/Area goals • Conducted communication assessments to measure gaps and deficiencies that create barriers to implementing change • Developed communication plans to effectively disseminate key messages for all audiences identified in the audience analysis • Ensured integration and coordination of communications across initiative, programs, and projects • Advised and coached core teams on development and execution of communications plans, as well as guiding and mentoring others to grow their communication competency • Facilitated information sessions with cross-functional teams to keep communication channels open between work efforts • Served as a business SME to provide specific audience attributes and delivery protocols

5/2007 - 6/2008

JP Morgan Chase

Manager

• • Contributed to groundwork specifications regarding short and long-term objectives, and led virtual and classroom training initiatives for the countrywide rollout of the Chase Loan Center (CLC) loan origination system. • Conducted gap analysis to identify all processes necessary and developed a working project plan for the various processes. • Prior to implementation, involved in the testing of enhancements for CLC using test scripts. • Worked closely with the implementation teams to develop the timing of the rollouts, necessary materials and types of training available; virtual, classroom, and web based learning. • Provided classroom training for 275 participants at 8 regional operation centers, nationwide, and virtual and distance training to an additional 125 participants in the subprime group. • Worked with focus group to develop standardized templates for training manuals, job aids, and PowerPoint presentations used by facilitators and participants throughout all business lines. • Worked with middle and senior management teams in the restructure of job functions and SOPs for all operation personnel. Analyzed how CLC impacted workflow and rewrote performance measurements to more effectively align with new system capabilities and performance expectations. • Provided “Train the Trainer” system education for Chase sales and operations professionals. • Delivered ongoing technical support and assistance following each rollout and completion of each training program. Worked with centers Help Desk professionals to clarify information and technical documentation. • Utilized expertise in loan origination systems to update all existing training and support materials. • Developed online and PowerPoint training materials for subprime group, and converted programs and materials from NetOxygen system to CLC loan origination system.

3/2003 - 5/2007

Fremont Investment and Loan

Manager

• • Analyzed, tested and led rollout of new loan origination system; NetOxygen (Gallagher LOS). • Delivered system training to over 250 employees throughout 5 regional production centers, nationwide. Training encompassed underwriting, processing, data entry, appraisal review, closing protocols, post closing, loan delivery, and corporate, federal and industry compliance standards and requirements. • Developed the initial training modules using Camtasia Studio that were distributed to all employees to give a good overview of the application and the various areas within the application. This was put onto the LMS that employees accessed at their workstation. • Developed three stages of training for the rollout of NetOxygen. The first a program that the employees could go on to the LMS and watch when time permitted. The second stage of training was to develop additional modules that identified the various functions within the operation; processing, underwriting, loan closing and secondary marketing of the loans. The third stage was a weeklong classroom training that was only for the specific positions. • Implemented “Meet Fremont Day” event presented to brokers on a quarterly basis. Presented information on originations, underwriting, and appraisal review, alongside company Vice President. This involved identifying the proper curriculum, assessments, job aids and developing the materials. • Worked with senior management in the assessment of training needs, and in the recommendation of high performance programs for each center. Reviewed and updated manuals, materials and presentations used by trainers. Ensured curriculum was up-to-date with current industry standards and emerging technologies. • Utilized a variety of educational tools/mediums, including virtual training, classroom education, and WebEx conferencing. Provided ongoing technical support and distance training following each program’s completion via modules on the LMS or via virtual training of various groups.

2009

Master Degree

Penn State University

• Adult Education

1978

Bachelor Degree

University of Illinois

• Elementary Education