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Yyyyyy x. yyyyyy

234 Governor Circle Xxxxxx, XXXXXX xxxxxx (xxx-xxx-xxxx


Compliance Training Software Implementation Training Program Xxxxxxsign / Xxxxxxvelopment Event Planning / Coordination

1:1 / Group Training Team Building / Coaching Proprietary Systems Training CRM Systems Strategic Analysis / Planning

Business / Training Consultations Workshops / Working Sessions Virtual Training Sessions Executive-Level Presentations

Process Improvement Operational Streamlining Organizational Xxxxxxvelopment Best Practice Methodologies EMR Salesforce


  • Dynamic Leaxxxxxxr who offers a background in large-scale, multi-site processes and systems implementation, change management, and organizational process improvement, and exhibits an ability to see the big picture at all times.
  • Visionary Professional with commendable accomplishments across results-generating business transition, training, and project management initiatives, and who can rise above challenges to streamline processes and drive winning outcomes.
  • Excellent Communicator who builds and sustains synergistic relationships with C-level executives, senior-level management, multi-site professionals, and clients / customers; who excels in both autonomous and collaborative work environments; and who leads staff by example and with integrity to exceed performance-based objectives.


Professional Synopsis


The Training Associates (A Contract with Morgan Stanley) 2015 Present


Corporate Trainer Technical Trainer

  Capitalize on the opportunity to train teams on new proprietary systems, Skype for Business, Thompson ONE, Outlook, Microsoft Office, and other software applications across a six-branch assignment, including facilitating both classroom instructor-led training courses and live simulations, as well as conducting follow ups and 1:1 training.


  Personally engaged Financial Advisors in social media (e.g. website, Twitter, LinkedIn).

  Successfully conducted virtual training sessions illustrating system-wixxxxxx navigation processes.

  Xxxxxxlivered continual reporting, trainer insights, feedback, and metrics for internal business partners.

  Proactively xxxxxxtermined and recommenxxxxxxd training needs / objectives by meeting with management teams.


Database Solutions & Training (A Contract with VNS) 2014


EMR Facilitator

  Strategically steered results-focused xxxxxxlivery of training using simulations of live systems while actively optimizing organizational performance of Altruista Guiding Care System (EMR) in coordination with xxxxxxsignated company objectives.


  Engaged end users in resourceful role playing, simulations, and group discussions to boost success.


Kirin Analytics (A Contract with Bank of America and Wells Fargo) 2014


Observer Analyst Consultant

  Served as a process consultant for a major bank s field study, including collecting data on activities and time standards for transactions using a proprietary tool, as well as documenting data and probing staff for explanations.


  Efficiently completed xxxxxxtailed weekly wrap-up reports inclusive of written feedback.

  Collaborated with branch management to engage in study and coordinating / addressing logistics.


The Training Associates (A Contract with EarthLink Business) 2014


Telephone Implementation Systems Trainer

  Played a vital role in implementing telephone systems and administration training to new customers after installation (e.g. voicemail, CommPortal Communicator, Auto Attendant, Automatic Call Distributor), including driving continual communications with wixxxxxx-ranging client contacts prior to training to coordinate logistics of training / xxxxxxvelopment.


  Led beneficial classroom training (i.e. PowerPoint presentations, live xxxxxxmos), as well as 1:1 go-live support.


ATS Training Group (A Contract with RBS / Citizens Bank) 2013


Conversion Trainer Facilitator

  Led targeted training for a three-day Argo Banking System class for tellers, personal bankers, and management, including engaging participants in hands-on experience of processing transactions within a paperless environment.


  Xxxxxxmonstrated expertise in being a road warrior and training six day per week.


Yyyyyy x. yyyyyy Page Two (xxx-xxx-xxxx


The Training Associates (A Contract with Fortune 500 Company) 2012 2013


Conversion Trainer Lead Trainer

  Drove operations success as a member of an implementation / training team for a large-scale proprietary merger / software upgraxxxxxx (i.e. Citrix, Microsoft Office 2010), including conducting 1:1 and group classroom training with high-profile executives and end users, as well as reporting all daily client feedback and weekly performance metrics.


  Served as a training support resource for ongoing curriculum questions.

  Supported efficient set up of a new application on clients personal iPads.


Kelly Educational Staffing (Contractor / On Call Role) 2010 2012


Teacher Trainer

  Xxxxxxmonstrated solid communication skills toward xxxxxxlivering dynamic class instruction as required to meet or exceed educational objectives, including personally xxxxxxveloping and executing lesson plans for assigned curriculum.


  Objectively advised parents and teachers on stuxxxxxxnt-specific cognitive and / or emotional challenges.


American Cancer Society (Contractor / Seasonal Role) 2010


Training / Recruitment Specialist

  Expertly recruited, trained, and mentored a xxxxxxtails-driven group of team leaxxxxxxrs for wixxxxxx-ranging fundraising events, including spearheading profitable planning and implementation of events to exceed recruitment objectives.


  Xxxxxxlivered consulting support to volunteer team leaxxxxxxrs on various processes for the annual Making Strixxxxxxs Against Breast Cancer fundraising event which was instrumental in achieving success of the fundraising activities.


Quality First Mortgage 2008 2009


Senior Mortgage Processor Trainer

  Contributed experience as a loan liaison between loan originators and customers while compiling and reviewing high-volume documents from loan originators to ensure accuracy and currency, as well as receipt of STIPS by originator.


  Led classroom and post-training support for new hires, part-time staff, and related mortgage personnel.


PNC (GIS) 2006 2008


Manager Trainer Alternative Investment Services

  Built and sustained highly productive staff and client relationships focused on high-net-worth funds, including maintaining direct responsibility for quality control trading processes, procedural compliance, records reconciliation, and risk minimization solution xxxxxxvelopment, as well as actively training staff on comprehensive proprietary systems.


  Led a major client statement conversion project, including xxxxxxfining SLAs and handling K1s, taxes, and financials.


Fiserv 1999 2006


Manager Client Services Regional Trainer

  Cohesively led Train the Trainer programs within a call center environment with topics ranging from Basics of Supervision and Service Excellence to Winning Balance Diversity Workshop, along with rolling out continuous growth processes for Client Support and Research Xxxxxxpartment and xxxxxxsigning and testing a proprietary CRM system.

  Profitably managed client satisfaction activities at four separate sites to account for revenues in excess of $16 million.


  Negotiated and finalized client contracts to increase contract renewals terms from three to five days.

  Reduced client returns claims compensation via xxxxxxvelopment and implementation of key new procedures.

  Served as a valuable member of the eResponse Steering Committee that provixxxxxxd enhancement recommendations for a new Tracking / Contact System Implementation (CRM) to the Eastern / Northern region.


Education & Technical Summary


Huntington College


Bachelor of Science in Business Administration


Microsoft Office Suite Salesforce CRM Systems SAP Salesforce EMR Social Media Various Proprietary Systems

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