Rafaela Lorenzo
Phoenix,Arizona
Summary
Energetic Training and Development professional versed in developing and implementing improved training programs to improve performance. Success driving participation by leveraging employing engaging training methods and implementing team-building activities to meet training needs. Experience in financial services, including proficiency in Salesforce and Easygenerator for your web base training needs.
Overview
39
39
years of professional experience
Work History
Senior Trainer
Early Warning Services LLC Zelle
06.2021 - 07.2023
- Managed new-hire training on topics such as business standards and compliance requirements
- Designed and delivered leadership training programs
- Conducted evaluations of current and projects training requirements to enhance program quality and efficacy
- Onboarding of C-level executives
- DISC Certified Trainer
- E-learnings for compliance courses.
National Trainer III
Waste Management
01.2015 - 06.2021
- Responsible for the onboarding of trainers and supervisors
- Partner with various market areas to ensure training is market area specific
- Design: Partnered with our design team to develop new modules for both the Customer Service and Sales teams
- Sometimes rapid design is the norm which means regular collaboration sessions with leadership, subject matter experts, and known stakeholders
- Delivery: I deliver the following trainings: New Hire, Sales, and Professional Development.
Regional Manager and Instructional Designer
Wallace Affordable Insurance
01.2013 - 01.2015
- Design and Delivery: Provide training and leadership to new and existing staff to improve their job performance through classroom training, webinars, and one-on-one coaching
- Develop and audits learning to ensure high pass rate on licensing and readiness to manage client relationships
- Design includes new hire training, sales, licensing, and professional development.
Senior Trainer
Vanguard, University
01.1998 - 01.2013
- Leadership: Directly responsible for the on-boarding and supervision of new trainers to ensure consistency in delivery
- Strategically partnered with client business groups to deepen relationships with key client decision-makers by anticipating and assessing client needs and objectives
- Effectively conducted employee focus groups to evaluate materials and processes
- Real-world experience: In my role provided 80 hours per year of phone contact with our high-net-worth clients and high potential prospects by utilizing sales techniques that I train to best position products and services
- Delivery course experience: Leadership and professional development courses, diversity training, investment, compliance, corporate orientation, benefits, introductory courses for Six Sigma approach to process improvement, companywide rollouts, sales curriculum, professional presence courses, delivering effective feedback and coaching skills
- Design experience: Developed courses for creating effective presentations, leadership, and “Train-the-Trainer” courses for existing trainers and leaders on new policies and regulation requirements
- Created job aids, sales briefings and coaching guides for on-the-job learning
- Consulting role with business unit leaders and subject matter experts
- Responsible for the maintenance of instructor notes, overheads, and participant materials of professional development courses
- Including the accuracy of materials due to changes in legislation or amendments to policy.
Training Manager
Bank of America
01.1985 - 01.1998
- Directly supervised new hire employees during their first 90 days of employment
- In my role interviewed, hired, coached, and conducted performance evaluations
- Directly supervised a Trainer and interns
- Design and Delivery: Designed working manual for Fraud Task Force Unit and all training and incentive programs for associates
- Created new hire materials and designed technical training during bank merger(s) and system upgrades.
Education
A.A -
Pasadena City College
Skills
- Kirkpatrick's Four Level Evaluation Model
- Series 6, 63, and Personal Lines Insurance
- Salesforce Trainer
- Master Certified Trainer ATD
- Easygenerator for creating web-based curriculum
- Training Program Design
- Orientation and Onboarding
- Leadership Development
- Course Materials Development
- LMS Workday
Languages
Fluent in Spanish and English
Honors And Activities
- Certified WD Communications for Delivering Impactful Presentations Trainer
- DiSC profile assessment delivery/facilitation
- National Member of the American Society for Training and Development (ASTD)
Timeline
Senior Trainer
Early Warning Services LLC Zelle
06.2021 - 07.2023
National Trainer III
Waste Management
01.2015 - 06.2021
Regional Manager and Instructional Designer
Wallace Affordable Insurance
01.2013 - 01.2015
Senior Trainer
Vanguard, University
01.1998 - 01.2013
Training Manager
Bank of America
01.1985 - 01.1998
A.A -
Pasadena City College
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