Hi, I’m
Sheri Breed
Nampa,ID
Summary
Training professional with strong experience in designing, implementing, and managing comprehensive training programs. Skilled in curriculum development, training delivery, and performance evaluation. Proven ability to collaborate effectively with team members and adapt to evolving organizational needs. Known for achieving measurable results and fostering positive learning environment.
Overview
15
years of professional experience
1
Certification
Work History
Precision Pumping Systems
Training Administrator/Certified ISO 9001:2015 Internal Auditor
01.2024 - Current
Job overview
- Designs, edits, and development of training content and materials for training classes and sessions as well as content modules for the training portal.
- Tracks and reviews competency requirements, training completions, runs reports, and delivers this feedback to department managers to ensure training is completed and effective.
- Works with Quality Manager and Training Coordinator to ensure content in the portal is accurate and assigned to the correct people.
- Administer - Training Portal and Training Records and ensures competency requirements are met per ISO.
- Work with the Quality Department to manage and maintain proper training records and follow up on Corrective action training as required.
- Work with HR for onboarding training requirements and implementation.
- Reviews training requests and works with the Training Coordinator to create and update content according to needs, requests, and NCRs.
- Obtains and /or develops effective training materials utilizing a variety of media.
- Develops and maintains organizational communications such as intranet bulletin boards and newsletters to ensure employees have knowledge of training and development events and resources.
- Conducts follow-up studies of all completed training to evaluate and measure results.
- Works effectively as a team member with other members of management and the HR staff.
- Ability to create and edit video content, add voice overs, graphics, effects, etc to create engaging and interesting training materials for use across all departments.
- Conduct internal audits of all departments per ISO 9001:2015 standards
Ventegra
Benefits Preservation Specialist
10.2018 - 01.2023
Job overview
- Work with Customer Care Team (CCT) management to assess the clients and members who qualify for the BBP
- Maintain Knowledge base of existing coupons and patient assistant programs involved
- Work with members, providers and pharmacists to submit the appropriate information/applications to the drug manufacturers.
- Provide oversight on the amount to be applied in accumulator files, prior authorization (PA) renewals and validating the coupon values for out-of-pocket adjustments
- Develop and document policy and procedures
- Ensure compliance with all applicable laws and regulations
- Continually evaluates processes and training materials for effectiveness of the programs
- Work closely with Doctors, Pharmacists to place overrides on rejected claims at the pharmacies.
- Heavy communication with patients, nursing staff and providers.
- (WFH)
Colliers International
Brokerage Assistant
12.2016 - 08.2018
Job overview
- Assist 6 commercial real estate brokers with sales needs
- Responsible for uploading listings to internet marketing sites such as MLS, LoopNet, Crexi, Colliers.com and CoStar
- Edit flyers and offering memorandums, prepare listing agreements, extensions and addendums
- Copying, scanning, document preparation and binding
- Receive and review all real estate and promissory note Direction of Investment Forms, Sell Direction Letters and Note Payoff Confirmation forms.
- Receive and review all supporting documentation for buying real estate and promissory note assets or selling real estate and promissory note assets in IRA.s
- Liaison between clients, Title Officers, Realtors, all vendors, etc. to collect all information on asset purchase and sale transactions.
- Meet with new clients to introduce the real estate investment and Promissory Note process
- Authorized signer for company, sign on behalf of client’s IRA for all transactions
- Heavy phone/email contact with clients and title companies
- Ensured compliance with industry regulations and company policies through diligent record-keeping and attention to detail.
- Organized office workflow effectively utilizing task prioritization techniques leading to improved overall operational performance.
- Assisted brokers in preparing materials for client meetings, contributing to successful presentations that showcased investment opportunities.
- Facilitated client account maintenance by updating records and liaising with other departments, ensuring seamless transitions during changes.
Kenworth Sales Company
Managed Maintenance Specialist
01.2012 - 12.2016
Job overview
- Monthly billing for Simplot
- Weekly PM report
- Purchase order processing for Simplot, Paccar Roadside Assistance, and outside vendors
- Administrative Assistant of Safety Committee
- Processing of all warranty claims and administration of the same
- Processing of leased vehicle trip records
- Scanning of all office documents into Docuware for corporate office
- Service writing
- Simplot daily service schedules
- Ensured adherence to OSHA regulations throughout all daily activities while maintaining a clean and organized workspace.
- Used problem-solving skills to alleviate issues efficiently with minimal supervision.
H&R Block
Office Manager
01.2010 - 01.2011
Job overview
- Responsible for managing the district office for the Boise area.
- Supervise, coach and train 20+ tax professionals, as well as office support team. Responsible for goal setting of tax professionals, budgeting, marketing and customer relations.
- Tax class instructor – 25 students
Education
ISO 9001:2015Online
Internal Auditor Certification
09.2024
Monday.comOnline
Core Certification
09.2024
LitmosOnline
Litmos Dojo Black Belt Training(Training Platform) from Litmos Training Platform
11.2024
Carrington CollegeBoise, Idaho
Pharmacy Tech Certification from Pharmacy Technology
06.2010
Stephens Henager CollegeBoise, Idaho
Phlebotomy Certification from Phlebotomy
08.2011
Skills
- Detail-oriented
- Training evaluation
- Program implementation
- Curriculum design
- Tax preparation
- Verbal and written communication
- Coaching and mentoring
- Materials preparation
- Problem-solving
- Time management
- Team collaboration
- Active listening
Certification
- ISO 9001:2015 Certified Internal Auditor
- Monday.com Core Certification
- Nationally Certified Pharmacy Technician Certification #540107010146554 Expiration 2026-11-20
Timeline
Training Administrator/Certified ISO 9001:2015 Internal Auditor
Precision Pumping Systems
01.2024 - Current
Benefits Preservation Specialist
Ventegra
10.2018 - 01.2023
Brokerage Assistant
Colliers International
12.2016 - 08.2018
Managed Maintenance Specialist
Kenworth Sales Company
01.2012 - 12.2016
Office Manager
H&R Block
01.2010 - 01.2011
ISO 9001:2015
Internal Auditor Certification
Monday.com
Core Certification
Litmos
Litmos Dojo Black Belt Training(Training Platform) from Litmos Training Platform
Carrington College
Pharmacy Tech Certification from Pharmacy Technology
Stephens Henager College
Phlebotomy Certification from Phlebotomy
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