FINANCIAL/TRAINING INDUSTRY PROFESSIONAL

Financial Industry: 19 years of experience as a strong performer in consumer/second mortgage loan underwriting, customer service, management, coaching, training, vendor management, user acceptance testing, database validation, project management and document management.

Training Industry: 8 years of experience in developing training programs based on the departmental needs and requirements, coordinating scheduling of training sessions, creating and updating training materials in accordance with the company’s policies and procedures.

Learning Management System (LMS) Implementation: Demonstrated success in implementing the company’s first LMS as a result of researching and selecting the LMS, proactively exploring and implementing enhancements that allowed for better utilization of the LMS, serving as the administrator and help desk support for the LMS for 4 years.

Skills

Training Facilitation

Training Coordination

Content Development

Willingness to Learn

Teamwork/Collaboration

Cross Functional

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Taleo Learn LMS

Adobe Acrobat Pro

Loan Underwriting

Leadership/Management

Project Management

Vendor Management

Document Management

Time Management

Business Analysis

Problem Solving

Critical Thinking

Detail Oriented

Organizational

Customer Service

Excellent Communication

Employment

Symmetry Financial Group: Insurance Broker October 2017 – Present

Passionately contacting warm leads to sell mortgage protection, critical illness & disability, life insurance, final expense and retirement protection products

State Farm: Agent Aspirant July 2016 – October 2017

Aspired to become an insurance agent with State Farm

Coastal Federal Credit Union: Document Management Coordinator November 2014 – July 2016

Managed all letters, notices, forms and disclosures that were accessed through the core operating and ancillary systems

Troubleshot issues related to document management and worked closely with the applicable business units and/or vendors to discover the most suitable resolutions

Served as the project manager for document requests received from the business units and/or vendors

Developed detailed requirements and designed templates for document requests

Performed testing for document requests in the test environment prior to implementation and in the production environment after the changes were implemented

Developed and submitted change event requests for the document requests to instruct the Information Technology department to implement the applicable changes into production

Coastal Federal Credit Union: Coordinator, Training Operations January 2011 – November 2014

Reduced the training registration error rate by 95% from 2011-2014 due to implementing the learning management system

Successfully implemented and served as the administrator for the company’s first learning management system

Troubleshot issues related to the learning management system and worked closely with vendors to discover the most suitable resolutions

Oversaw the business continuity plan for the Training Department and achieved 100% on the business continuity scorecard every year

Got selected by the Director, Business Transformation to serve as a database validation team lead and a user acceptance testing team lead for nine months in preparation for the company’s core operating and ancillary system enhancements project

Coordinated and scheduled the database validation and user acceptance testing sessions for the company’s core operating and ancillary system enhancements project

Coastal Federal Credit Union: Training Manager July 2004 – January 2011

Evaluated training requirements for each department by consulting with department managers

Designed training programs to facilitate meeting organizational goals

Estimated costs of training operations and subsequently managed them in accordance with the budget to ensure maximum return on investments

Determined potential of training program for future needs of organization

Designed and updated training materials in accordance with the company’s policies and procedures

Coordinated scheduling for training sessions

Researched new and latest techniques for possible inclusion into existing training process

Served as the business unit lead for researching and selecting the company’s learning management system

Managed and coached Training Department staff

Coastal Federal Credit Union: Senior Training Officer July 2003 – July 2004

Evaluated training requirements for each department by consulting with department managers

Designed training programs to facilitate meeting organizational goals

Estimated costs of training operations and subsequently managed them in accordance with the budget to ensure maximum return on investments

Determined potential of training program for future needs of organization

Designed and updated training materials in accordance with the company’s policies and procedures

Coordinated scheduling for training sessions

Coastal Federal Credit Union: Branch Manager October 2002 – July 2003

Underwrote and processed consumer loan applications

Closed consumer and second mortgage loans

Cross-sold products and services

Opened and maintained membership accounts

Oversaw teller and member service functions

Managed and coached branch staff

Coastal Federal Credit Union: Loan Officer May 1997 – October 2002

Underwrote and processed consumer loan applications

Closed consumer and second mortgage loans

Cross-sold products and services

Assisted branch personnel in absence of Branch Manager

Education

University of North Carolina at Greensboro Major: Bachelor of Science in Business Administration

GPA: 3.11, Dean’s List

North Carolina Certifications/Licenses

Notary Public Life Accident & Health or Sickness Property Casualty

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