Summary
Overview
Work History
Education
Skills
Certification
Timeline
ACCOLADES
Generic

JAIMEE LORENZO

Milton,FL

Summary

Program-focused professional with 15+ years of experience across branch operations, training, and enterprise initiatives within financial services. Demonstrated success supporting complex operational programs, including the opening of three new branches and relocation of one branch. Known for translating business needs into actionable plans, coordinating cross-functional efforts, tracking performance indicators, identifying risks, and supporting effective change adoption.

Overview

13
13
years of professional experience
1
1
Certification

Work History

TRAINING INSTRUCTOR III – BRANCH OPERATIONS

Navy Federal Credit Union
09.2021 - Current
  • Led and supported multiple training programs tied to branch operational and enterprise initiatives, contributing to on-time delivery and frontline readiness.
  • Partnered with business leaders and product owners to align objectives, timelines, and implementation needs.
  • Monitored program health using readiness indicators, learner feedback, and performance trends to identify risks and gaps.
  • Coordinated work plans, documentation, and execution across concurrent initiatives to support change adoption.

MEMBER SERVICE REPRESENTATIVE III / MLO

Navy Federal Credit Union
05.2013 - 07.2021
  • Delivered comprehensive member service across deposit and lending products while ensuring regulatory compliance and accuracy.

ASSISTANT MANAGER

Navy Federal Credit Union
07.2015 - 12.2016
  • Supported branch operational planning, staffing, and performance management while contributing to the implementation of operational changes.

Education

MBA - Business Administration

University of Phoenix
Phoenix, AZ
05.2015

Bachelor - Human Services

Phoenix, AZ
2013

Skills

  • Program Management
  • Stakeholder Engagement
  • Change Management
  • Risk & Readiness Tracking
  • Training Strategy
  • Business Acumen

Certification

Project Management Certification

Timeline

TRAINING INSTRUCTOR III – BRANCH OPERATIONS

Navy Federal Credit Union
09.2021 - Current

ASSISTANT MANAGER

Navy Federal Credit Union
07.2015 - 12.2016

MEMBER SERVICE REPRESENTATIVE III / MLO

Navy Federal Credit Union
05.2013 - 07.2021

MBA - Business Administration

University of Phoenix

Bachelor - Human Services

ACCOLADES

SSP Recipient (4x), BOAST Award, Branch COBB Award