Training Assistant

Herbert T. Williams, MSF Phone 832-***-****

*******@*****.*** 1346 Kane Court • Rosenberg, TX 77471

ASPIRING FINANCIAL PROFESSIONAL

Learning and development professional with 7+ years in training and instructional design: Skilled in

providing strategic direction, planning, leadership, supervision, and coaching; enjoy collaborating with

team members to generate ideas and improve processes. Gifted with innate ability to influence and

communicate effectively with various levels in an organization, and maintaining a positive work

environment.

SUMMARY OF QUALIFICATIONS AND CORE COMPETENCIES

Outstanding data skills in analysis, strategy, and planning

Excellent communication, interpersonal, organizational, and leadership skills

Exceptional versatility with the ability to manage multiple tasks in a pressured environment

Dedicated to professional growth and driven as a hard-working individual

Strategic Planning Data Analysis

Adult Learning Principles Needs Assessments

Group Facilitation & Presentation Coaching and Mentoring

Leadership Training Performance Consulting

PROFESSIONAL EXPERIENCE

Lamar Consolidated Independent School District 2007 – Present

Educator/Coach

Created proactive solutions to business needs; implemented training calendar to meet business

demands and growth objectives.

Developed and analyzed spreadsheets to effectively plan, and evaluate training needs.

Assisted with the development and delivery of technical and leadership training courses by utilizing

learning theories, research and best practices. Incorporated learning initiatives as appropriate.

Sourced and recommended internal and external learning resources to the organization. Assessed

training needs by using knowledge management systems.

M&T Mortgage Corporation 2005 – 2006

Loan Delivery Specialist

Analyzed and compiled underwriting and mortgage data; deliver loan information through agency

systems GNMA, FNMA, and Freddie Mac.

Process loans for supplementary lenders Countrywide, FHLB, Wells Fargo, Bank of America.

Coordinate the delivery (shipping) of loans to investors as well as the disbursement of funds; and

maintain accurate and current records on status of loans.

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Buffalo State College 2004 – 2005

Assistant Building Supervisor

Managed operations at College Weight and Fitness Center supervising a staff of seven.

Ready the facilities for daily operations and special events, scheduling work hours, and provided

training for staff.

Coordinate and schedule all sporting activities and events such as softball, lacrosse, and basketball

tournaments and insure the daily closing of the facility.

TECHNICAL SKILLS

Word Power Point Outlook

Excel (pivot tables) Access Adobe Pro

EDUCATION

Master of Science in Finance Focus on Financial Analysts, Kaplan University, GPA 3.38

Bachelor of Science in Economic & Finance, Buffalo State College, GPA 3.11

LANDMARK EDUCATION

Advance Courses:

Financial Strategies for a Global Environment

Statistical Methods for Decision Making (using excel)

Investment and Securities Analysis

Ethics For Financial Professionals

Contact this candidate