Summary
Overview
Work History
Skills
Timeline
Generic

Susie Curtis

Portland

Summary

Detail-oriented Technical Writer and Project Specialist with a strong track record in managing documentation lifecycles and enhancing project delivery. Collaborates effectively with cross-functional teams to standardize internal workflows and produce user-centric technical content. Trusted partner to stakeholders at all levels, ensuring alignment across diverse initiatives.

Overview

15
15
years of professional experience

Work History

Project Specialist III

Milestone Technologies
08.2022 - 07.2026
  • Detail-driven Project Specialist leveraging a strong background in Knowledge Management to optimize project delivery and team collaboration.
  • Tracked and minimized risks, ensuring thorough project documentation from conception to closeout.
  • Collaborated with engineering, stakeholders, subject matter experts, technicians, and product owner teams to align project goals.
  • Team communication on change management to ensure that valuable project insights are captured, standardized, and scaled across the entire team.
  • Functioned as primary liaison between end users and client, promoting effective communication and feedback.
  • Attend all meetings for upcoming product initiatives and determine the impact on Workmates.
  • Work with Security to ensure compliance updates are documented and communicated to the team.
  • Engaged in a project assignment at Workday, collaborating with cross-functional teams.

Technical Writer/Trainer

Milestone Technologies
08.2022 - 02.2024
  • The Technical Writer will collaborate closely with cross-functional teams, including product managers and engineers, to translate complex technical information into clear, accessible documentation.
  • Responsibilities include researching subject matter, authoring comprehensive user manuals, and developing standard operating procedures (SOPs).
  • Collaborated with engineering, stakeholders, subject matter experts, technicians, and product owner teams to align documentation with project requirements.
  • Managed documentation lifecycle, overseeing creation, revision, and archiving processes to ensure compliance and accessibility.
  • Standardized and maintained content accuracy and user focus through continuous editing and updating based on product releases and user feedback.
  • Updated existing documentation to match new software releases and system changes.
  • Publish weekly tech bulletin to ensure sharing of technical updates that affect support of the client.

Technical Writer/Trainer

Wells Fargo Bank
05.2018 - 05.2022
  • Led the end-to-end design, development, and implementation of technical software process documentation and enterprise training programs.
  • Evaluated complex business requirements against current and emerging financial regulations to design highly compliant, audit-ready training programs.
  • Partnered with cross-functional leaders, product owners, and subject matter experts (SMEs) to define learning objectives, accelerating the timeline and deployment of critical risk initiatives.
  • Upskilled hundreds of multi-level employees from diverse technical backgrounds, leveraging targeted coaching methodologies to maximize knowledge retention and role competency.
  • Facilitated technical courses, tool-specific training modules, and Train-the-Trainer (TTT) workshops to enhance employee skill sets across multiple levels.
  • Developed and maintained a centralized library of technical process documentation for hardware and software teams, distributing these assets enterprise-wide to streamline onboarding and reduce operational errors.
  • Standardized internal workflows to enhance compliance with software risk management and regulatory guidelines.
  • Consistently achieved perfect 5-star ratings on all post-training evaluations for instructional quality, curriculum relevance, and engagement.
  • Collaborated with team members to achieve project goals while working remotely.

Training Developer - Contractor

Duke Energy
Charlotte
09.2017 - 11.2017
  • Contract role supporting Workday implementation through training development.
  • Collaborated with change management team to assess and address training needs.
  • Developed job aids for Employee Self Service in Workday to enhance user experience.
  • Provided support in Charlotte, NC

Training Developer - Contractor

Joerns Healthcare
Charlotte
06.2017 - 08.2017
  • Converted instructor-led training programs into interactive e-learning content to enhance accessibility and learner engagement.
  • Created learning programs from technical documents for Field Service Technicians.
  • Revamped curriculum for integration into the Learning Management System, facilitating online access and streamlined training delivery.
  • Developed PowerPoint curriculum from SOP documentation, ensuring alignment with current OSHA guidelines for compliance and safety.
  • Executed project delivery adhering to established deadlines and financial limits.
  • Utilized the task analysis process to identify any gaps in the transfer of knowledge.
  • Client received excellent feedback from the Associates utilizing the new content.
  • Charlotte, NC

Training Manager

Asset Management Technologies
Cornelius
03.2014 - 04.2017
  • Led creation of training programs, user guides, and training delivery of AMTdirect Real Estate Asset Management software.
  • Collaborated with Implementation Team on initial product implementation to identify client’s business processes.
  • Identified training gaps and developed targeted solutions to enhance client understanding.
  • Facilitated onsite and web-based training for new and existing clients.
  • Trained existing clients on system enhancements and the release of new modules.
  • Collaborated with client success team to ensure clients met their objectives and maintained ongoing satisfaction.
  • Organized and led monthly webinars to increase client proficiency in software features.
  • Conducted demos to prospective clients.
  • Developed custom reports tailored to customer specifications.
  • Translated customer requirements into technical specifications.
  • Conducted user acceptance testing to validate software functionality and user experience.
  • Planned and developed curriculum for the Help Center.
  • Worked with the Implementation Teams to customize software per customer requirements.
  • Worked with development team and recommended enhancements to the accounting modules to help define future functionality.
  • Cornelius, NC

Instructor/Senior Analyst

Accenture
Charlotte
06.2011 - 12.2013
  • Corporate Trainer for Financial Services Implementation Teams.
  • Developed and delivered training for the Department of Justice- Bank of America project.
  • Successfully trained on the implementation of two (2) of the top five (5) banks in the US.
  • Delivered comprehensive training to end users, improving their understanding of Citibank mortgage system operations.
  • Conducted training for end users on client systems, policies, procedures, and relevant federal and state regulations.
  • Collaborated with IT to develop and implement instructional plans and programs.
  • Prepare materials, documentation, and deliver ongoing training for managers, team leads, and end users.
  • Oversaw delivery and assessments with post-training follow-up and support.
  • Developed and managed a variety of training materials via traditional and online methods.
  • Worked with best practices, operations, and project management to develop and deliver multiple training programs.

Skills

  • Project management tools
  • Change management
  • Cross-functional collaboration
  • Client management
  • Stakeholder management
  • Training development
  • Technical documentation
  • Process improvement
  • Agile methodologies
  • Knowledge base management
  • Content management
  • Documentation tools
  • Google Workspace and Gemini
  • Office 365
  • Screen recording
  • Communication materials
  • Implementation support

Timeline

Project Specialist III

Milestone Technologies
08.2022 - 07.2026

Technical Writer/Trainer

Milestone Technologies
08.2022 - 02.2024

Technical Writer/Trainer

Wells Fargo Bank
05.2018 - 05.2022

Training Developer - Contractor

Duke Energy
09.2017 - 11.2017

Training Developer - Contractor

Joerns Healthcare
06.2017 - 08.2017

Training Manager

Asset Management Technologies
03.2014 - 04.2017

Instructor/Senior Analyst

Accenture
06.2011 - 12.2013
Susie Curtis