Melania Osoria
Raleigh,NC
Summary
Passionate Human Resources professional with a strong commitment to fostering inclusive and positive workplace cultures. Expertise in new hire onboarding, employee experience design, and learning & development initiatives. Proven track record of leading Diversity, Equity, Inclusion, and Belonging programs and initiatives, including Employee Resource Groups and mentorships. Focused on driving innovation through compassionate leadership and inclusive company cultures.
Overview
10
10
years of professional experience
Work History
Learning & Diversity Program Specialist
Envestnet
Raleigh, NC
10.2024 - Current
- Manage day-to-day operations in Learning & Development, and Diversity.n Learning & Development and Diversity
- Create and deliver corporate learning and DEIB programs, including project plans, communications, and facilitation.
- Developed the company’s culture survey to gather feedback on workplace culture, and identify areas for improvement.
- Lead and support Employee Resource Groups with yearly programming.
- Led the founding of company’s first Hispanic/Latinx Employee Resource Group, HOLA Envestnet ERG and currently serve as co-chair
- Led focus groups that helped defined HOLA Envestnet ERG’s goals, mission and vision and currently moderate companywide events.
- Created process documents to assist ERGs with planning and executing events and initiatives.
- Identify needs to plan and deliver new learning and development programs.
- Facilitate live and virtual training sessions.
- Collaborate globally with HR teams to implement inclusive programs for hiring, development, and retention of underrepresented groups.
- I created and currently facilitate a monthly Learning and Development New Hire Orientation, with a 97% satisfaction rate.
- Assist the HR onboarding team with the I-9 process for new hires in the Raleigh office.
- Create Purchase Orders and assist with onboarding new vendors for the Learning and Development team.
- Responsible for year-end DEIB review and presentation to executives.
- Developed the company’s 2025-2026 DEIB Strategy
Learning & Diversity Program Coordinator
Envestnet
Raleigh, NC
01.2024 - 10.2024
- Coordinated planning and delivery of talent development programs.
- Created and implemented surveys to track satisfaction and identify improvement opportunities.
- Co-chaired the company’s first Hispanic/Latinx Employee Resource Group, HOLA Envestnet.
- Led focus groups to define ERG goals, mission, and vision, and moderated company-wide events.
- Coordinated the launch of the company’s first LGBTQA+ Employee Resource Group.
- Partnered with the Communications team to communicate DEIB initiatives and events.
- Curated training content for employees and managers to support company goals.
- Coordinated Diversity, Equity, Inclusion, and Belonging executive council meetings.
Human Resources Onboarding Specialist
Envestnet
Raleigh, NC
07.2022 - 12.2023
- Welcomed over 100 new employees and managed the end-to-end onboarding process.
- Facilitated HR onboarding orientation, and I-9 processing.
- Crafted and sent communications about the company, onboarding agenda, and other relevant information.
- Collaborated with HR teams to improve the onboarding process.
- Created a new hire tracker for a more centralized and accurate onboarding process.
- Performed quarterly audits to ensure compliance and internal controls.
Lead Associate Operations
JP Morgan Chase Bank
Raleigh, NC
07.2020 - 01.2022
- Contributed to opening a new branch in the Raleigh Market.
- Recipient of the National Achievers Award 2021 for best Lead Associate Operations in the Southeast region.
- Supported Branch Manager with branch operations, resulting in zero internal control errors.
- Onboarded and trained new hires and employees for the market.
- Provided excellent customer service and educated clients on digital banking and other products.
- Led daily morning meetings with bankers to establish plans and monitor customer service experience.
Customer Service Representative
Bank of America
Raleigh, NC
09.2019 - 07.2020
- Managed operations including audit policies, compliance, and disclosures.
- Provided excellent customer service and processed transactions efficiently.
- Recommended additional products and services to meet customer needs.
- Supervised teller line and ensured compliance with policies and procedures.
Head Teller
First National Bank
Durham, NC
05.2019 - 09.2019
- Managed operational functions and ensured compliance with policies and procedures..
- Provided timely and courteous service and made proper referrals
- Assisted with training and development of new tellers.
Branch Banker II
BB&T Bank
Raleigh, NC
07.2018 - 05.2019
- Performed financial transactions and provided professional client service.
- Processed large commercial deposits and serviced ATMs.
- Ensured compliance with internal controls and operational procedures.
Lead Teller & Operations Specialist
JP Morgan Chase Bank
Brooklyn, NY
03.2015 - 07.2018
- Managed operational functions including loss control and compliance.
- Led and developed teller staff to meet customer service needs.
- Processed financial transactions and ensured cash management and controls.
Education
Project Management Professional -
Project Management Institute
01.2025
Women’s Leadership Online Certificate -
University of Delaware
01.2024
Human Resources Certified Professional -
Society for Human Resource Management
01.2023
Bachelor of Science - Civil Engineering
Universidad Tecnologica de Santiago
Santiago, DR01.2003
Skills
- Human Resources
- HRIS
- New Hire Onboarding and Orientation
- Bilingual (Spanish)
- Learning and Development
- Diversity, Equity, Inclusion, and Belonging Strategy and Implementation
- Hiring and coaching
- Employee Resource Groups Management
- Customer Service
- Training Delivery
- Project Management
- Proactive mindset
- Process improvements
Languages
Spanish
Native/ Bilingual
Timeline
Learning & Diversity Program Specialist
Envestnet
10.2024 - Current
Learning & Diversity Program Coordinator
Envestnet
01.2024 - 10.2024
Human Resources Onboarding Specialist
Envestnet
07.2022 - 12.2023
Lead Associate Operations
JP Morgan Chase Bank
07.2020 - 01.2022
Customer Service Representative
Bank of America
09.2019 - 07.2020
Head Teller
First National Bank
05.2019 - 09.2019
Branch Banker II
BB&T Bank
07.2018 - 05.2019
Lead Teller & Operations Specialist
JP Morgan Chase Bank
03.2015 - 07.2018
Project Management Professional -
Project Management Institute
Women’s Leadership Online Certificate -
University of Delaware
Human Resources Certified Professional -
Society for Human Resource Management
Bachelor of Science - Civil Engineering
Universidad Tecnologica de Santiago
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