Brian Mathweg Email & Phone Number

Portland, Or, Us

Portland, Oregon Area

- Design and deliver instructional materials such as e-learning, online help, job aids, and explainer videos- Lead and/or participate in training sessions that maximize performance and knowledge transfer- Publish online resources using MadCap Flare

Remote

- Collaborated with Subject Matter Experts (SMEs) across the company to create live product trainings for new correspondent investors and/or national product roll outs- Audited and updated existing eLearning modules using SnagIt, PowerPoint, Camtasia, and Camtasia Recorder- Notified the ‘street’ (Area Managers, Branch Managers, Mortgage Loan Officers, Loan Officer Assistants, Loan Processors, etc.) of the product changes/offerings of our correspondent investors and/or national partners- Uploaded and deployed training in our Learning Management System (LMS), provided new hires with LMS enrollment, assigned and tracked training, and provided past-due notifications and extension requests- Reviewed new and existing training content to ensure compliance with federal and state regulatory requirements- Gathered employee feedback on courses and adjusting the delivery methods and/or course content as needed to ensure courses are engaging, appropriately convey learning concepts, and promote knowledge retention- Monitored the Training mailbox / 800 number / queue to ensure all employees’ training questions were answered in a timely manner

Remote

- Created eLearning modules/trainings using GoAnimate, Snag-it, PowerPoint, Camtasia, Camtasia Recorder, Hand Brake, Audacity, etc for all employees throughout the organization on topics such as UltiPro, Mortgage Lending Basics, Mortgage Compliance, Generating the Loan Estimate, Introduction to the Uniform Closing Dataset, Introduction to LoanSafe, etc.- Participated in meetings with business experts, and other teams/departments/shareholders to create trainings on topics such as the DR1VE Loan Estimate Portal training, Retail MLO Orientation, Wholesale Client Orientation, etc.- Facilitated trainings internally and externally on topics ranging from our Wholesale Client Orientation to FGMC’s Loan Application Portal- Refreshed myself on software I has used in the past (All Regs, Encompass, Concur, etc.) and learned software that was new to me (Knowledge Coop, FGMC Online Reference Manual, FGMC Wholesale and Correspondent online portals, FGMC MyPATH, UntiPro, Optimal Blue, SalesForce, etc) to effectively train end users both inside and outside the company- Created support documents such as the Encompass On Boarding Guide to guide new Retail Mortgage Loan Originators (MLOs) through properly on-boarding a mortgage loan error free

Vancouver, Washington

- Facilitated provided content including Consumer Lending Basics, Business Banking Basics, and Chase Schedule Planner software to branch staff across OR, WA, ID, CO, UT, AZ and NV - Aided in restructuring Chase’s Consumer Lending curriculum to align with Chase’s sales process- Coached participants through the account opening process to insure compliance from application through funding- Followed up as a subject matter expert to assist branches in adhering to required procedures- Worked with branch management to determine whether participants met minimum company / government regulatory standards

Vancouver, Wa

- Evaluated customer’s home loan applications and submitted them to underwriting- Created a sales plan to grow home loan balances across multiple branches- Attended community events, networked and participated in local programs to build on the bank’s brand and home lending portfolio- Trained bank employees on home loan products, general lending guidelines, and the basics of home ownership

Medford, Oregon Area

- Assisted fellow Loan Officers with evaluating home loan applications, sales plans, and networking- Created multiple marketing pieces including post cards, sales letters, yard signs, and bill boards- Maintained my own pipeline of fundable Conventional, FHA, VA, and private money loans

Bachelor Of Business Administration (Bba), Business Administration - Marketing & Mis Options

Associates Of Arts, Graphic Design / Marketing