Anthony Lipsey

** ****** **.

North, Fort Worth, TX 76244

817-***-****

adzk2j@r.postjobfree.com

www.linkedin.com/in/anthonylipsey

Training Manager, Facilitator & Instructional Designer - Career Preview

As a seasoned training specialist with a demonstrated track record of designing and delivering effective training programs, I possess exceptional leadership skills that enable me to work collaboratively with senior management and external clients to identify training needs and develop recommendations for aligning with established policies and procedures. My experience in mortgage retail sales and collections and customer service call centers has equipped me with the expertise to train loan officers, branch managers, production assistants, and others on various systems, sales techniques, and the culture of the organization. I have also trained Franklin Covey leadership courses to C-level executives, VPs, and directors. As a manager of training facilitation, I oversaw a team of trainers and assisted them in their professional development. Additionally, my proficiency in adult learning theories, policies and procedures, and instructional design enabled me to develop and implement training programs for various software, including SAP, Workday - HRIS, and Intelex - Health, Safety & Environmental (HSE) reporting software. My ability to facilitate focus groups and planning sessions has been integral to my success in evaluating training programs and developing strategies to improve them.

Detailed Professional Experience

Senior Training Specialist

Planet Home Lending 10/2021 – Present

Collaborate with senior leaders to identify training needs, industry trends, and provide recommendations for aligning training programs with established policies and procedures in mortgage retail sales at Planet Home Lending.

Deliver training to new Loan Officers, Branch Managers, Production Assistants, and other mortgage retail department personnel on sales techniques, systems, and marketing strategies, fostering a culture of continuous learning and development.

Develop, design, and evaluate training programs to ensure that learning objectives are met effectively, using adult learning principles and methods that accommodate diverse learning styles.

Facilitate focus groups and planning sessions to gather feedback, assess training effectiveness, and make data-driven improvements.

Train and mentor Planet Home Lending's managers, directors, VPs, and C-level executives on Franklin Covey leadership courses, helping to develop and foster a culture of effective leadership throughout the organization.

Senior Training Specialist

Caliber Home Loans 07/2020 – 10/2021

Collaborate with the leadership team to analyze training needs and industry trends and provide recommendations to align with established policies and procedures for mortgage retail sales.

Train and coach new Loan Officers, Branch Managers, Production Assistants, and other staff members in the mortgage retail department on systems, sales techniques, and the Caliber culture.

Design, develop, and assess the effectiveness of training programs using adult learning principles, and facilitate focus groups and planning sessions to obtain feedback and identify opportunities for improvement.

Curriculum Specialist II

Elevate Credit 06/2018 – 07/2020

Collaborated with the leadership team to identify training needs and trends and provided recommendations for aligning with established policies and procedures primarily for collections and customer service call center operations.

Conducted training sessions for external clients to educate them on Elevate's systems and processes.

Developed, designed, and evaluated training programs, including facilitating focus groups and planning sessions, to enhance employee skills and performance in collections and customer service call center operations.

Manager, Training Facilitation

Pacific Union Financial 12/2015 – 06/2018

Provided leadership to identify training needs in collaboration with the executive team

Analyzed industry trends and recommended strategies to align with established policies and procedures Collaborated with external clients to provide training on Pacific Union's systems and call model.

Developed and implemented training programs and professional development strategies through comprehensive department assessment.

Facilitated focus groups and planning sessions to ensure effective training delivery and continuous improvement.

Supervised a team of trainers, providing guidance and support for their professional growth and development.

Technical Trainer/Curriculum Developer

FTS International 10/2011– 09/2015

Managed end-to-end training programs for SAP implementation, including curriculum development and delivery to over 2,000 employees.

Participated in business process review meetings and UAT testing to ensure training was aligned with end user needs.

Developed and executed training plans for Workday – HRIS and Intelex - HSE reporting software for both internal employees and external clients.

Led the development and implementation of FleetWave training programs for mechanics, corporate procurement, parts rooms employees, and external clients.

Mentored and trained newly promoted trainers on adult learning theories, policies and procedures, and instructional design to improve the overall quality of training programs.

Education St. Petersburg College

Degree Studied: Business

Certificates & Professional Development

Certified to train Franklin Covey leadership courses

ASTD E-Learning Instructional Design certified

Microsoft Certified Trainer

ASTD Adult Learning Principles 2007

Adult Learning Workshop 2004

Effective Coaching and Motivation Workshop 2004

Business Writing Workshop 2003

Mortgage Lending Certificate 2004

Achievements

Gold Excellence in Learning 2015 Award from Brandon Hall Group (Best Learning Program Supporting a Change Transformation Business Strategy)

Helped design and implement SAP training plan for over 2,000 employees

Employee of the Quarter/Saxon Mortgage 2010

Successfully implemented e-learning and testing for our new hire training at Saxon

Technical Skills

SAP (ERP) – Supply Chain, Maintenance orders, and Inventory

Workday – Onboarding, Termination, and Tax

Adobe Acrobat Professional

Adobe Captivate

Adobe Photoshop

SnagIt

Technical Summary

Adult Education

Computer-Based Training

WebEx Webinars, GoToTraining, MS Teams, Zoom

E-Learning

UAT Testing

ADDIE

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