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Learning & Development, Product Management, Project Management

Allen, Texas, 75013, United States
November 11, 2017

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To Whom It Concerns,

I’m currently seeking new employment opportunities in the Financial

Services and Corporate Training arenas. My recent experience of the last 15 years includes residential mortgage underwriting, QA/QC risk audits, and project management of role-specific, new hire, and tech release trainings for home loans originations. I’m open to creative opportunities where my leadership skills can be used to positively impact people and business.

I’m a US Army veteran originally from Chicago and have been in the Dallas area since 2003. I previously lived several years in Germany where both my children were born. Other work history includes business office manager, client manager for several Hollywood studios' video manufacturing & production, radio advertising sales, finance & insurance coordinator, and customer service. My history allows me to easily interact with diverse cultures and backgrounds. I can be very versatile and adapt to change.

Enclosed is my resume and endorsements from my leadership team and peers. I’m excited to see how I can positively impact your organization for future growth and success. Thank you for your consideration and I look forward to hearing from you soon.


Stephanie Fleishman


Cell / Text: 214-***-**** Email: EXECUTIVE SUMMARY

Stephanie Fleishman’s leadership inspires her team with inclusive interaction and personal ownership. Her project management has included creating an Underwriting College for new hire and career development training, managing all aspects of a National Underwriting Summit multi-day event, identifying and creating a LexisNexis training program that reduced monthly expenditure by 56%, and continual technical updates and procedural systems training within an Agile environment. She smoothly guides adult learners to grasp and take hold of new information claiming it as their own. Stephanie’s project management leadership is proven effective and well sought after. Team Leadership

Client Management

Technical Training

Project Management

Classroom Facilitation

Instructional Design


Event Management

Workshop Design


• Top Strength Finder Roles: Advisor, Stimulator, Pioneer, Teacher, Influencer

• Recipient of several company awards for training, project collaboration, and outstanding performance.

• Highly organized facilitator; able to quickly assess needs and provide tools to resolve difficulties, enhance learning, and improve performance.

• Conducts dynamic and enjoyable trainings in leadership, team building, systems/technical training, and specialized job skills.

• Designs instructional material; job aids, workbooks, videos, activities/games, workshops, structured on-the-job trainings, instructor/virtual led trainings.

• Technical writer developing policies, procedures, and guidelines.

• Mentor to newly hired trainers and facilitators.

• Cultivates positive client relationships to maintain transparent communication.

• Manage and markets large events; National Underwriting Summit, bridal shows, and job fairs with up to 50 vendors and over 5,000 attendees.

• Over 15 years Financial Services experience.

• Enjoys performing in a team while trusted to work independently.

• Solid rapport building skills with international cultures and diverse backgrounds. TECHNICAL SKILLS

Office 2016: Word, Excel, PowerPoint, OneNote, Outlook, Communicator TechSmith Snagit


Skype for Business

Survey Monkey





Adobe Connect

Success Factors LMS

Camtasia Studio 8

Articulate Storyline 2

BlackKnight Empower



Office 365





Cell / Text: 214-***-**** Email: EXPERIENCE

Capital One Home Loans 5/2013 – Present Credit Administration Training Development

• Specialize in the development and delivery of role specific training for new hire employees, continuing education, and tech system updates in the Financial Services industry. Conduct needs assessments, develop, design, implement, and evaluate knowledge transfer results. Jointly oversee the National Underwriting Summit multi-day event.

• Awards and promotions:

o ONE Award - outstanding management of the Underwriting Summit o Mission Possible Award - team award for Command Center of the Month o Mission Accomplished Award - successful launch of WOW University & Underwriting College

o ONEderful Award (awarded twice) - outstanding classroom facilitation o Quality Assurance Award - going above & beyond

o Promoted from QC Risk Analyst Associate to Learning Consultant Sr Associate to Credit Administration Training Development Principle Associate Caliber Home Loans 10/2016 – 12/2016 Sr. Training Specialist

• Consulted with the Line Of Business providing learning solutions for employees by gathering data, creating instructional design models, developing material, and delivering content. Bank Of America 12/2012 – 5/2013 Corporate Underwriter

• Underwrote Conventional 1st and 2nd residential mortgage loans up to $2,000,000. Citi Mortgage, Inc. 5/2006 – 12/2012 Correspondent QC Risk Underwriter

• Performed manual and agency (DU/LP) Underwriting risk audits of Conventional 1st and 2nd residential mortgage loans up to $1,000,000 including relocation and bond loans.

• Awards and promotions:

o A-Team Award - outstanding leadership in a training environment o Promoted from Sr. Underwriter to Correspondent QC Risk Underwriter Franklin American Mortgage Company 7/2003 – 5/2006 Product Development

• Researched, analyzed, developed and updated company proprietary Retail, Wholesale and Correspondent product guidelines.

• Awards and promotions:

o Employee of the month recognition

o Promoted from Sr. Processor to RMIC Jr. Underwriter to Product Development EDUCATION / CERTIFICATES

NLP Certified Leadership Practitioner, 2017

Personalysis Certified Practitioner, 2017

Associate Leadership Performance System (ALPS) Mentee, 2017 Collin College Training & Development Certification, 2016 Campus Mortgage FHA DE Underwriting Course Certificate of Completion, 2016 Northlake College studies in Real Estate & Mortgage Lending, 2005 DeVry University studies in Computer Information Systems, 1988 CONTINUED, SEE PAGE 3


Cell / Text: 214-***-**** Email: MILITARY

US Army Telecommunications

• Honorable Discharge with 3 Medals, 2 Ribbons and 3 promotions. o Army Commendation Medal - meritorious achievement o Army Achievement Medal - outstanding service

o Good Conduct Medal - honorable and faithful service o Army Overseas Service Ribbon - successful completion of overseas tour of duty o Army Service Ribbon - successful completion of training o Promoted 3 times from E-1 to E-4


Toastmasters International Member

Inspiration Bible Contributing Author

The Ezekiel Center Volunteer Program and Events Director Junior Achievement Volunteer at Finance Park

Habitat For Humanity Volunteer Construction Worker Meals on Wheels Volunteer Meal Delivery

Salvation Army Holiday Bell Ringer


Cell / Text: 214-***-**** Email:

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