Work Preference
Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Open To Work

Holly Oakley

Snohomish,WA

Work Preference

Job Search Status

Open to work
Desired start date: Flexible

Desired Job Title

Lead Business Execution ConsultantLearning & Development Consultant

Work Type

Full TimePart TimeContract WorkConsulting

Location Preference

HybridRemote
Location: Snohomish, WA, US
Open to relocation: No

Salary Range

$45000/yr - $200000/yr

Important To Me

Company CultureHealthcare benefitsWork from home optionWork-life balance

Summary

Dynamic professional with extensive experience at Wells Fargo in project management and training development, adept at enhancing team collaboration and driving strategic initiatives. Expertise in data analysis and customer relationship management consistently leads to impactful results and improved program effectiveness. Strong communication skills and recognized subject matter expertise foster a collaborative work environment and support the achievement of organizational goals. Committed to leveraging a proven track record to deliver innovative solutions that align with business objectives.

Overview

14
14
years of professional experience

Work History

Lead Business Execution Consultant

Wells Fargo, NA
Snohomish, WA
09.2021 - 03.2025
  • Crafted and instituted targeted transition strategies for business development and commercial banking teams, ensuring seamless movement into business relationship manager positions.
  • Achieved significant improvements in team credit knowledge through the facilitation of virtual and in-person workshops. Increased engagement with bi-monthly 'credit corner' hours, attracting over 200 participants per session. Successfully delivered omega credit courses to ten onboarding academies, with each class comprising 20 participants, enhancing their credit application skills.
  • Spearheaded efforts with cross-functional teams to design and execute comprehensive credit training materials.
  • Analyzed and conveyed ongoing needs and credit growth results for nationwide business banker population, utilizing survey feedback and course completion data to inform strategic training initiatives.
  • Delivered presentations to executive leadership, communicating insights and recommendations for business growth strategies.
  • Developed SharePoint sites and forms to streamline team user experience and line of business database functionality when high levels of collaborative communication and follow-up were required.

Learning & Development Consultant

Wells Fargo Bank
Snohomish, WA
12.2012 - 09.2021
  • Facilitated delivery of 30 courses annually to advance expertise in commercial credit underwriting and proprietary systems.
  • Oversaw virtual course delivery, resulting in a user rating of 4.8 on post-class surveys. Enhanced participant engagement and knowledge transfer, contributing to favorable feedback.
  • Executed seven extensive omega training sessions focused on improving participant knowledge and skills in credit and sales communication.
  • Achieved seamless development of SharePoint sites for college teams by aligning content requirements and access permissions. Facilitated successful transition from shared drives to a document management system through strategic consultation and comprehensive training.
  • Assessed program effectiveness to uncover potential enhancements and maximize operational efficiency.

RMA Program Manager

Wells Fargo Bank
Snohomish, WA
12.2016 - 12.2019
  • Designed and implemented a comprehensive learning plan for Relationship Management Associate program participants.
  • Delivered strategic communication and support to cohort participants, coaches, and managers, fostering an environment conducive to program success.
  • Tracked participant progress utilizing spreadsheet tools to facilitate achievement of program goals.
  • Coordinated and implemented three general programs alongside one veteran program, successfully placing 125 participants into business relationship manager roles.

Banking Manager I

Wells Fargo Bank
Everett, WA
12.2011 - 12.2012
  • 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
12.2010 - 12.2011
  • Temporary role to support acquisition of a large east coast bank into Wells Fargo.
  • In-person training with 50% travel and delivering four day sessions to 25 bankers, credit underwriters and senior leaders. Total participants - 650.
  • 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.

Education

B.A. - Business Administration and Marketing

Western Washington University
Bellingham, WA
03.1985

Skills

  • Microsoft Office proficiency
  • Experienced in utilizing CoPilot and Genesis for AI applications
  • Strategic program execution
  • Project execution skills
  • Training program creation
  • Data-driven insights
  • Clear and concise communication
  • Interdepartmental cooperation
  • Collaborative strategic planning
  • Analytical problem-solving
  • Leadership and mentoring

Affiliations

  • 2003 - Present Everett Public Schools Foundation Everett, WA

Served on Executive Committee for 14 years and fulfilled all roles: Treasurer, VP, President.

Timeline

Lead Business Execution Consultant

Wells Fargo, NA
09.2021 - 03.2025

RMA Program Manager

Wells Fargo Bank
12.2016 - 12.2019

Learning & Development Consultant

Wells Fargo Bank
12.2012 - 09.2021

Banking Manager I

Wells Fargo Bank
12.2011 - 12.2012

Learning & Development Consultant 3

Wells Fargo Bank
12.2010 - 12.2011

B.A. - Business Administration and Marketing

Western Washington University