Open To Work
Holly Oakley
Snohomish,WA
Summary
Dynamic professional with extensive experience at Wells Fargo in project management and training development. Proven ability to enhance team collaboration and drive strategic initiatives. Skilled in data analysis and customer relationship management, consistently delivering impactful results and improving program effectiveness. Recognized for strong communication skills and subject matter expertise.
Overview
29
29
years of professional experience
Work History
Lead Business Execution Consultant
Wells Fargo, NA
Snohomish, WA
09.2021 - 03.2025
- Managed multiple projects, ensuring on-time completion and effective results.
- Facilitated virtual and in-person workshops to improve team credit knowledge and application.
- Collaborated with cross-functional teams to create and implement credit training materials.
- Presented findings and recommendations to stakeholders, aiding informed decision-making.
- Reviewed policies and procedures, recommending improvements based on thorough analysis.
- Analyzed complex data from various sources to identify key patterns and trends.
Learning & Development Consultant
Wells Fargo Bank
Snohomish, WA
01.2013 - 09.2021
- Facilitation of training courses related to commercial credit underwriting.
- Delivered courses virtually while ensuring the engagement of participants and the transfer of knowledge.
- Certified to deliver seven multi-day Omega training courses.
- SharePoint design – Consulted on and built SharePoint sites for the Core and Common colleges based on specific content needs and permissions. Participated in the transition from shared drives to DMS through consultation, training, and follow-up on project steps.
- Facilitated workshops to enhance employee skills and engagement in learning activities.
- Evaluated existing programs and identified opportunities for improvement.
- Evaluated training effectiveness through feedback and assessments to ensure quality.
RMA Program Manager
Wells Fargo Bank
Snohomish, WA
01.2017 - 01.2020
- Developed comprehensive learning plan for RMA Program participants, facilitating year-long training for business relationship managers.
- Provided essential communication and guidance to cohort participants, coaches, and managers for program success.
- Monitored participant progress using tracking spreadsheet and coached towards successful program completion.
Banking Manager I
Wells Fargo Bank
Everett, WA
01.2012 - 01.2013
- Managed eight business bankers, ensuring completion of annual reviews and credit renewals per policy.
- Facilitated ongoing training in credit management, sales strategies, and product knowledge.
- Enhanced Q-12 scores by one point annually through strategic staff development initiatives.
Learning & Development Consultant 3
Wells Fargo Bank
Everett, WA
01.2011 - 01.2012
- Facilitation of training materials related to tax analysis, underwriting, and proprietary computer programs utilized within the Wells Fargo footprint.
- Quarterly testing of system updates, and recommendation of process improvements to system design.
- Evaluated training effectiveness through participant feedback and assessments.
Relationship Manager, Sr. Relationship Manager and Principal Business Relationship Manager
Wells Fargo Bank
Everett, WA
01.2003 - 01.2010
- Managed a portfolio of over 100 households, generating annual revenue of more than $2 million, with a cross-sale of 16.
- Served as a mentor for new bankers and provided continual systems and underwriting support to RMs.
- Expert in systems utilized on the job: Athena/BLAST, CRM Tools, Hogan, SVP, AFS, MFA/MRA, Excel, Word, Outlook.
Credit Analyst
US Bank
Everett, WA
01.1996 - 01.2003
- Prepared credit presentations for commercial bankers – financial analysis and narrative.
- Managed flow of financial information relating to credit actions.
Education
B.A. - Business Administration and Marketing
Western Washington University
Bellingham, WA03-1985
Skills
- Project management and implementation
- Training development
- Data analysis
- Customer relationship management
- Verbal and written communication
- Subject matter expertise
- Cross-functional collaboration
- Communication strategy
- Strategic planning
Affiliations
- 2003 - Present Everett Public Schools Foundation
- Everett, WA
Timeline
Lead Business Execution Consultant
Wells Fargo, NA
09.2021 - 03.2025
RMA Program Manager
Wells Fargo Bank
01.2017 - 01.2020
Learning & Development Consultant
Wells Fargo Bank
01.2013 - 09.2021
Banking Manager I
Wells Fargo Bank
01.2012 - 01.2013
Learning & Development Consultant 3
Wells Fargo Bank
01.2011 - 01.2012
Relationship Manager, Sr. Relationship Manager and Principal Business Relationship Manager
Wells Fargo Bank
01.2003 - 01.2010
Credit Analyst
US Bank
01.1996 - 01.2003
B.A. - Business Administration and Marketing
Western Washington University