LA TOYA DENISE JONES

Charlotte, NC ***** 980-***-**** adt2x7@r.postjobfree.com

Objective

To acquire a position as a Lead Business Execution Consultant that allows me to use my abilities to enhance and grow with the company. Design and conduct training and development programs to improve individual and organizational performance. May analyze training needs. Education

BACHELOR OF SCIENCE IN ACCOUNTANCY AUG. 2021 COLORADO CHRISTIAN UNIVERSITY, LAKEWOOD, COLORADO

· Major: Accounting

ASSOCIATES IN SPECIALIZED TECHNOLOGY DEGREE JUN. 2011 ITT TECHNICAL INSTITUTE, CHARLOTTE, NC

· Major: Multimedia

Skills & Abilities

· Ability to develop, design, and implement self-paced, online training programs

· Project Management Systems

· Learning Management Systems, Learning Experience Platforms & Micro-learning Platforms

· Familiarity with DoD and Intelligence Community organizations, structure, missions and functions

· Ability to effectively communicate in the English language

· Ability to take initiative and excel in a fast-paced, multi-tasking, flexible environment

· Ability to work as a productive team partner in order to meet multiple project deadlines

· Excellent ability to work well with multiple lines of businesses and with parent and affiliate entities.

· Proficient with PC-based spreadsheet and word processing programs

· Excellent written and oral communications skills LEADERSHIP

CHARLOTTE MECKLENBURG BLACK CHAMBER OF COMMERCE — DIRECTOR OF MARKETING FOR SOCIAL MEDIA

o June 2011 – January 2012

Experience

LEARNING & DEVELOPMENT TRAINER CHIME SOLUTIONS OCT. 2022 – PRESENT

· Design, plan, organize, or direct orientation and training programs for employees or customers.

· Assess training needs through surveys, interviews with employees, focus groups, or consultation with managers, instructors, or customer representatives.

· Obtain, organize, or develop training procedure manuals, guides, or course materials, such as handouts or visual materials.

· Evaluate modes of training delivery, such as in-person or virtual to optimize training effectiveness, training costs, or environmental impacts.

· Update information on systems to review conditions, and add, delete, satisfy, or waive as appropriate Page 2

LPL FINANCIAL ACCOUNT SERVICE PROFESSIONAL DEC. 2022 – PRESENT

· Review, research, reconcile and/or process transfer requests and be able to expedite requests within the service level expectations.

· Effectively communicate verbal and written pertinent information to Financial Advisors and contra firms on the status of the transfer requests/fails or any additional requirements that may be needed to complete the transfer.

· Ensures proper application of and compliance with internal and regulatory standards, guidelines and procedures.

· Acts as a resource to the department and be able to apply complex knowledge of the overall transfer process for inquiries received from internal and external customers and vendors about the overall transfer process.

UNDERWRITER SUPPORT SPECIALIST HOMEPOINT SEP. 2020 – MAY 2022

· Quality control to ensure loans meet investor’s requirements.

· Underwrite conventional loans within the scope of your approval authority as a credit analyst.

· Works with underwriters, sales, and management on escalated files to ensure swift resolution.

· Extensive knowledge of FMNA, FHCMC, VA, USDA, and FHA underwriting guidelines.

· Update information on systems to review conditions, and add, delete, satisfy, or waive as appropriate

· Manage expected service levels and productivity requirements related to decision and condition clearing.

· Maintain high level of customer service by being proactive in communicating with the clients and loan originators.

LEARNING & DEVELOPMENT TRAINER INFOSYS OCT. 2020 – JUNE 2021 (CONTRACT)

· Led ongoing department training and performance support for eLearning development.

· Ability to understand and direct learning across large scale training.

· Co-led department level survey engagement team to create solutions towards improved performance, processes, and overall employee engagement.

· Led team of individuals through a Continuous Improvement effort which streamlined course deployment testing steps, reduced learner complaints, and minimizing business risk.

· Designed, developed, delivered, and evaluated high-quality, learner-focused, interactive training programs to drive performance and achieve business goals.

· Evaluate loan documentation, calculate income, review assets, analyze liabilities, and clear conditions per delegated authority.

· Empower knowledge and ability to learn.

· Trained staff to enhance the overall customer service experience, engage customers and facilitated organic growth for Sales and Retention departments. QUALITY CONTROL AUDITOR ROUNDPOINT DEC. 2019 – APR. 2020 (CONTRACT)

· Take ownership and independently manage subsets of audits with minimal oversight from direct supervisor.

· Conduct first-level review of QC Auditor work and documentation; leverage Quality Control Senior Auditor and QC Supervisor for guidance as needed.

· Maintain thorough understanding and complete knowledge of required documentation and the scope of each assigned audit.

· Manage relationships with internal Business Units. Lead monthly month end result meetings to communicate exceptions and trends.

· Attend calibration meetings on assigned audits to ensure understanding of regulatory impacts and changes.

· Examines documentation and processes to ensure control points are executed in adherence to regulatory and agency guidance, policies, and procedures. Page 3

PRICING SUPPORT ANALYST XPO LOGISTICS AUG. 2018 – DEC. 2019

· Maintains Bid Repository.

· Collaborates with Pricing Analysts to complete Excel Repository templates.

· Maintains databases utilizing for Auto Rating & ILA.

· Intelligent Lane Assignment – Auto tendering to carriers based on routing guide and negotiated rates.

· Auto Rating - Contractual agreements that are uploaded into FO for order generation. QUALITY CONTROL ANALYST MOVEMENT MORTGAGE SEP. 2015 – JUN. 2018

· Reduced Prefunding Audit defect rate by 15% by streamlining processes upon scrutiny of Fannie Mae guidelines and trend analysis of company audits.

· Recommended opportunities for improvement of company's quality control plan after comprehensive review of strengths & weaknesses.

· Prepared and hosted weekly calibration meetings with unit manager and team lead to discuss trends, fail results, and discuss processes, and concerns.

· Assists with developing and maintaining procedures for quality control related tracking and reporting.

· Reviewed and updated quality checklists.

· Perform loan selections in adherence with all requirements for the Servicing QC Team. TRAINING AND DEVELOPMENT SPECIALIST WELLS FARGO AUG. 2012 – SEP. 2015

(CONTRACT)

· Experience onboarding and training new hires.

· Experience supporting sales staff from a training perspective.

· Knowledge of underwriting procedures, investor requirements and possessing a high degree of attention to detail.

· Exceptional verbal and written communication skills, including presentation and classroom instruction, and train-the-trainer skills.

· Strong executive style presence and relationship development skills including negotiation and influence.

CUSTOMER RELATIONSHIP MANAGER BANK OF AMERICA JUL. 2010 – MAY 2012

(CONTRACT)

· Supply quality control data necessary for regulatory submissions.

· Serves as a liaison to administrative areas within the bank short sale, foreclosure, and deed-in-lieu departments.

· Delivers high-quality, error-free work that is exact and complete by paying close attention to detail.

· Monitor testing procedures to ensure that all tests are performed according to established item specifications, standard test methods, or protocols.

· Manages more complex account relationships with emphasis on financial analysis and credit action. TRAINING AND DEVELOPMENT SPECIALIST & TEAM LEAD NACA SEP. 2008 – MAR 2010

· Engaged in focused planning and goal development.

· Experience with digital media, Web publishing, social media, and digital communications platforms

· Strong executive style presence and relationship development skills including negotiation and influence.

· Demonstrated experience with internal employee communications including developing and writing for employee newsletters, leadership communications, conducting focus groups, surveys, employee messaging, communications planning, and writing feature stories and content for online and digital platforms.

· Monitored team progress toward timely delivery of goals. REFERENCES AVAILABLE UPON REQUEST

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