Steven Richardson
Director Of Learning And Development
Marshfield,ME
Summary
Strategic business partner/consultant for organizational employee training, learning and development; skilled in assessment, development, implementation, and evaluation of organizational learning initiatives that align with and meet business goals and objectives. 25 Years of diverse Learning and Development experience (community banks, top nationwide mortgage lender, Center for Financial Training Alliance, and Junior Achievement.
Overview
16
16
years of professional experience
Work History
Director of Learning and Development
Kennebec Savings Bank
10.2022 - Current
- Serves as chief resource and learning coach for managers, supervisors and employees regarding training, education, and professional development.
- Initiated new Learning Management System to track annual regulatory compliance training.
- Created and implemented Bank wide mentorship program.
- Created and launched over 50 regulatory compliance and soft-skills type training in Paylocity Learning Management System.
- Designed and facilitated New Teller Training Program.
- Developed and facilitated DiSC Profile personality assessment training.
- Enhanced current on-boarding process with additional sessions such as Banking for Beginners and Relational Intelligence.
- Created 7-month/7-session leadership development program that cultivated high-potential talent within organization.
- Increased employee retention rates through implementation of targeted professional development initiatives.
Sr Learning and Development Specialist
LoanDepot
04.2021 - 08.2022
- Sales and Service Trainer at second largest non-bank lender in US
- Facilitated monthly 12-day new hire training (virtual class of two hundred) with participants from California, Arizona, Tennessee, and Michigan
- Created and facilitated Seasoned New Hire Training including PowerPoint Deck, OneNote Guide, quizzes and final.
- Evaluated training program effectiveness, adjusting content as needed to maximize learning outcomes.
- Implemented competency-based assessments to track skill development progress and measure overall success of learning initiatives.
Vice President-Residential Lending
Bar Harbor Banking And Trust
05.2019 - 03.2021
- Region VP responsible for mortgage lending in Eastern Maine Tri-County area
- Increased loan volume (dollars) by 73% and units by 51% between end of year 2019 and end of year 2020.
- Established culture of continuous improvement, fostering innovation and driving sustainable growth across organization.
Sr. Mortgage Originator
Infinity Federal Credit Union
02.2019 - 05.2019
- Streamlined the loan application process for smoother transactions, resulting in improved client satisfaction.
- Managed a diverse pipeline of loans while adhering to strict deadlines and regulatory requirements.
- Conducted comprehensive pre-qualification assessments for potential borrowers to determine eligibility.
- Participated in networking events within the community to promote company brand awareness and establish valuable connections within the industry.
Branch Manager-Mortgage Originator
HarborOne Mortgage
06.2017 - 12.2018
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Developed high-performing team through targeted recruitment, training, and performance management initiatives.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
AVP-Branch Manager
Machias Savings Bank
11.2007 - 05.2017
- Coached and mentored Branch Team of 5 Teller/CSR's and Assistant Branch Manager
- Exceeded Branch Deposit and Loan goals 5 years consecutively.
- Built strong network of industry contacts that provided valuable insights into market trends and potential business opportunities.
- Led initiatives focused on employee engagement, resulting in higher retention rates and improved workplace morale.
- Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
Education
Bachelor of Science - Business Education
05.2001 -
Diploma Program - Banking
05.2001 -
Diploma Program - Banking
05.2001 -
Skills
Sales Training
Facilitation (classroom and virtual)
Adult Learning Theory
Learning Management System Administration
Remote Learning
Curriculum Development
Organizational Development
Training delivery
Compliance Training
Customer Service Training
Financial Services Training (Loan and Deposit)
Timeline
Director of Learning and Development - Kennebec Savings Bank
10.2022 - Current
Sr Learning and Development Specialist - LoanDepot
04.2021 - 08.2022
Vice President-Residential Lending - Bar Harbor Banking And Trust
05.2019 - 03.2021
Sr. Mortgage Originator - Infinity Federal Credit Union
02.2019 - 05.2019
Branch Manager-Mortgage Originator - HarborOne Mortgage
06.2017 - 12.2018
AVP-Branch Manager - Machias Savings Bank
11.2007 - 05.2017
Fort Hays State University - Bachelor of Science, Business Education
05.2001 -
New England School of Banking - Diploma Program, Banking
05.2001 -
New England School of Banking - Diploma Program, Banking
05.2001 -