Decreased onboarding education from 90 to 35 days
Halee Daily
Learning, Development & Sales Enablement
Greater Sacramento Area,CA
Summary
Learning & Development Director | Results-Driven Leader | Innovative Mindset
An industry leader known for an innovative mindset and collaborative approach, consistently building strong connections and empowering teams to surpass performance metrics. Aim is to leverage learning and talent development skills to design, deliver, and scale learning programs strategically to contribute to the growth and success of the organization. As a results-driven professional eager to bring a wealth of experience, aligning a sales background with passion for learning and development to deliver exceptional training solutions and foster a culture of continuous improvement and success. As well as adept at identifying optimal curricula, developing lesson plans and aligning instruction with current learning goals. An excellent planner, problem-solver and analytical leader with strong attention to detail and sound judgment focused on continuous improvement. Decisive, practical and strategic in leading operations and teams.
Overview
20
20
years of professional experience
Work History
Director of Production Education & Sales
American Pacific Mortgage
01.2017 - Current
- Manage strategic planning initiatives and successfully deliver APM's sales and educational programs for talent development
- Lead APM's team of trainers and instructional designers, ensuring effective training delivery
- Creator of curriculum and virtual platform for “LaunchPad”, APM's development program, successfully launching over 350+ new-to-industry Loan Officers, resulting in over 2200 units in production (through 2022)
- Program management of integration of technology to provide companywide production support
- Develop comprehensive training programs tailored to address specific needs, utilizing sales performance data, market feedback, and customer insights
- Supervise and organize delivery of compliance content for over 1800+ sales professionals, fostering knowledge and skills excellence
- Detail-oriented to ensure curriculum design's relevance by staying updated on industry regulations, market trends, and sales techniques
- Excellent collaboration and communication skills with key stakeholders including C-Suite, Production Leadership, Human Resources, Senior Management, and Sales Teams
- Established supportive virtual community for LaunchPad Loan Officers, providing mentorship, inclusivity, and sense of belonging with ongoing support
- Evaluated projects for required production resources
- Planned and implemented production schedules and develop project budget
- Managed continuous improvement initiatives to drive gains in quality, flow, and output
- Created streamlined production schedules and collaborated with production employees to communicate objectives and goals
- Partnered with leadership on recruiting, hiring and coaching production personnel
- Evaluated employee performance and provided feedback and training as needed
Origination Performance Manager
American Pacific Mortgage
01.2016 - Current
- Strategist dedicated to revolutionizing mortgage origination process, fostering more streamlined, efficient, and customer-centric lending experience
- Pioneering transformative strategies to streamline workflows and elevate systems
- Optimization of best practices to maximize productivity and achieve significant cost reductions
- Collaborating with cross-functional teams, including Leadership, Production, and Operations
- Proactively identifying pain points and implementing improvements to stay ahead of challenges
- Employing rigorous analysis of existing processes to pave way for forward-thinking advancements
- Developed, tracked and analyzed variance of key performance measurements
- Evaluated current processes to develop improvement plans
Director of Integration
Big Valley Mortgage, APM
01.2013 - 01.2016
- Led and orchestrated smooth onboarding experience for newly hired loan officers reducing ramp up time by 50%
- Oversaw Processing Department within division, effectively managing its operations
- Spearheaded development of comprehensive onboarding curriculum, bolstering success of new loan officers
- Revamped workflows and introduced best practices to optimize loan origination process
- Championed integration of cutting-edge technologies, elevating efficiency levels for processing staff through continuous training and development
Education
Bachelor of Arts - Psychology & Human Development
California State University - Sacramento
Sacramento, CA 09.1994 - 05.1998
Skills
Training Strategy Development
undefinedSoftware
Deployed curriculum to over 3000 team members
Created virtual community for new-to-the industry clients
Timeline
Director of Production Education & Sales
American Pacific Mortgage
01.2017 - Current
Origination Performance Manager
American Pacific Mortgage
01.2016 - Current
Director of Integration
Big Valley Mortgage, APM
01.2013 - 01.2016
Bachelor of Arts - Psychology & Human Development
California State University - Sacramento
09.1994 - 05.1998
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