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Work Background
CBC CompaniesCorporate Training Development Manager
Jul. 2023United States
CBC CompaniesInstructional Designer - Remote
May. 2021Columbus, Ohio, United States
Village Soccer ClubVolunteer - Performance Improvement Specialist/Multimedia Designer
May. 2018 - Dec. 2018Clinton, MI• Assisted club board members with obtaining and filing the correct documentation required to be recognized as a 501(c)3 nonprofit corporation. • Offered guidance to the board during the creation of their bylaws, ensuring that they aligned with their mission statement and purpose.
• Collaborated with club President to design new logo
DFCU FinancialLearning Design Specialist
Jul. 2013 - Mar. 2019Ypsilanti, MI• Developed and executed a performance improvement process that led to a significant increase in mortgage referrals, resulting in the Branch of the Quarter/Year Awards.
• Designed and developed training support materials including participant guides, job aids, eLearning, activity materials, etc.
• Incorporated user experience (UX) design principles into instructor-led courses by including interactive learning exercises
• Provided effective coaching to branch employees, resulting in an average sales performance increase of 15-20%
• Organized and facilitated monthly sales meetings designed to increase sales engagement.
DFCU FinancialTeam Lead
May. 2011 - Jun. 2013Dearborn, MI• Increased investment referral goal attainment by 50% in 2012
• Achieved 80% of loan dollar goal in 6 months upon transfer to UMHS branch in May of 2012
• Provided on-the-job training to new hires and transitioning employees
• Tracked sales performance of branch employees and conducted monthly coaching sessions
• Ensured smooth and compliant branch operations, maximizing performance on audits
MidWest Financial Credit UnionBranch Assistant
Jun. 2007 - Oct. 2010Ann Arbor, MI• Served as Team Lead for Midwest Financial CU assisting the branch manager with supervising up to a dozen employees
• Provided members with superior service in completing requested transactions
• Advocated for members during the loan application process by identifying good risks
• Served as the credit union school education program manager by assisting 5th graders in the Ann Arbor school district while they operated the in-school branch
• Designed and presented a product idea to leadership which was implemented
• Researched and authored a proposal for the creation of a Sales Leader position which was accepted by leadership
Genisys Credit UnionTeller/MSR
Jan. 2001 - Jan. 2006• Trained new tellers and tracked their progress with performance assessments
• Ensured quality member service and efficient operations by scheduling employees according to branch needs, maintaining proper cash levels and providing back up support to cash and platform departments
• Exceeded assigned sales goals, namely, achieving 50% or above average penetration for Debt Protection, GAP and Mechanical Repair Coverage products consistently
• Analyzed credit reports looking for refinancing opportunities to increase the “wallet share” of members
• Served as the small business branch representative for our merchant processing program, providing support to small business owners who started accepting credit and debit cards
• Provided back up to the teller department regularly
• Processed basic teller transactions efficiently and accurately
• Coordinated the Ypsilanti branch’s Fun Committee, promotions and fundraisers
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