Facilitate comprehensive 6-week training programs on a variety of topics, including new hire orientation and banking products via Zoom.Technical product training for customer success, crossing over policies and procedures, and configuration.Deliver annual soft skill training and seasonal Tax training to existing employees, ensuring continuous professional development.Collaborate with the Instructional Design team to develop course curriculum as needed, demonstrating adaptability and versatility.Proficient in administering training via public speaking, learning management systems, Zoom, Microsoft Teams, Skype for Business, and other virtual platforms, enhancing accessibility and engagement.Assisting in the enhancement of firm quality assurance daily.

Provided comprehensive support to branches on systems and processes, enhancing operational efficiency.Connected branch personnel on partnering contractors and procedures.Educated customer support professionals on best practices for client experiences.Efficiently processed global requests and provided support for online services, resolving issues promptly.Acted as a project lead for Cash Management, demonstrating leadership and mentoring skills.

Effectively educating personal bankers, customers, and third-party vendors on mortgage loans, home equity lines of credit, installment loans, and auto loans details.