Learning and Engagement Team Lead experienced in enhancing training initiatives and improving stakeholder satisfaction through innovative approaches and cross-departmental collaboration. Delivered successful outcomes by fostering team collaboration, driving results, and applying strategic planning and project management skills. Focused on guiding teams with clear direction, adaptability, and effective communication.
Work History
Learning and Engagement Team Lead
5 Years 11 Months
Orion Lending, Inc/ AFN | 09.2020 - Current
Created and delivered Biannual workshops for several departments.
Develop and implement strategies aimed at enhancing customer and broker engagement and improving client retention and onboarding.
Travel to all 3 sites for up to four weeks at a time; quarterly for in-person Training.
Continuously enhancing trainings to meet the customer service success and providing job aids, quick reference guides, matrices and at a glances.
Created comprehensive training initiatives aimed at improving efficiency and service quality.
Conducted analysis of customer feedback to uncover improvement areas, fostering ongoing process enhancements.
Orchestrated cross-departmental trainings to refine communication processes and elevate overall project performance.
Corporate Trainer
5 Years 5 Months
DHI Mortgage Company | 04.2015 - 09.2020
Created and implemented onboarding curriculum for all new hires.
Directive training for sales and operations with emphasis on customer service, knowledge of products and programs.
Implemented innovative training methodologies to improve learner engagement and retention rates.
Developed and delivered engaging training programs for corporate staff to enhance skills and knowledge.
Collaborated with departmental leaders to identify training needs and align programs with organizational goals.
Evaluated training effectiveness through assessments and feedback, refining content based on results.
Led cross-functional workshops focusing on compliance regulations, fostering a culture of continuous improvement.
Loan Processing Manager
9 Years
Chase Bank | 04.2006 - 04.2015
Managed a team of loan processors, providing mentorship and training to enhance performance.
Streamlined loan documentation processes, reducing processing time and increasing efficiency.
Developed training programs for new hires, improving onboarding experience and productivity.
Oversaw loan processing operations, ensuring compliance with federal regulations and company policies.
Analyzed workflow metrics to identify areas for improvement and implemented strategic solutions.
Evaluated risk factors in loan applications, enhancing decision-making accuracy within the team.
Led a team of loan processors to achieve high performance levels while maintaining strict adherence to regulatory requirements.
Recognized as a top performer within the department, consistently delivering high-quality work while meeting strict deadlines.
Collaborated with underwriters to ensure accurate evaluation and risk assessment for each loan application, contributing to a lower default rate.
Spearheaded initiatives to automate repetitive tasks within the loan processing department, freeing up staff resources for more strategic activities.
Education
High School Diploma
Desert View High School | Tucson, AZ
Honoree of Honor Role
State and Regional Athletic Achievement Award for 1986, 1987 and1988