Jessica K. Email and Phone Number

• Responsible for the day-to-day preparation of proposal responses on behalf of the Marketing Department (kickoff meeting, technical content, forms, and boilerplate documents, printing/binding, etc)• Oversees a team of proposal coordinators preparing responses to proposals • Monitors RFP/RFQ opportunities through procurement databases • Vetting of project opportunities with PM • Manages the proposal Go/No-Go process with Senior Management • Assigns/schedules marketing leads to approved proposals • Ensures timelines and schedules are being adhered to across the proposal team • Reviews, edits, and support strategic direction of all proposals prepared • Coordinates with sub consultants for teaming arrangements• Supports Marketing Director with business development initiatives as needed. • Ensures RFQ/RFP database is up to date• Submits weekly status reports to apprise Marketing Director of project progress. • Serve as central information resources for staff to gather follow-up on leads, track leads until it becomes a job or is awarded to another firm and the reason why. • Assist with presentation and assemble all materials for consultant/finalist presentations• Tracking and collaboration with staff to ensure up to date technical, business, and professional certifications

Assist and support the Director of Marketing with the proposal strategy in support of the firm’s principals, division heads, and other marketing professionals.Prepare marketing proposals, presentations, and submittals. Responsible for coordinating technical proposal responses with subject matter experts and department heads and completing government forms, client questionnaires and qualifying statements. Create spreadsheets and other exhibit information for use in customized RFP responses, PowerPoint presentations.

• Writes responses to customer solicitations such as Requests for Proposals (RFPs), Invitations to Bid (ITBs), and Requests for Information (RFIs), as well as requests from the Sales force• Develops high-impact content for proposals by conducting research and interviewing Subject Matter Experts (SMEs) to develop content• Analyzes the customer solicitation contents including scope of work, equipment and service requirements, terms and conditions, pricing information, and competitive specifications• Disseminates key RFP/project requirements including but not limited to scope of work, outlines and timelines, pricing information and competitive specifications. Distributes to RFP/project team members as necessary• Prints RFP and creates binders, separates contents with folders, and refers to the supervisor for review and submission to appropriate management• Tracks and monitors federal, state, or municipal RFPs of interest to the company to ensure responses are timely and deadlines are met• Assimilates materials into the final presentation to ensure a complete, professional package is submitted by the deadline• Maintain trademark registration and filings

• Research all marketing and application communications that affect all customer-touch point departments. • Plan, wrote, edit and published company communication for customer-touch point departments. • Worked closely with company Managers to ensure accuracy and deployment of communication • Maintain the company Portal (Intranet) with up-to-date information. • Maintain training calendar • Provided support as training specialist. • Develop and implement training materials. • Maintain repository of communications, emails, websites, and training documentation. • Manages the community areas within the LMS including appearance, tabs, and settings. • Coordinate the generation of adhoc and recurring reports generated in LMS. • Coordinate with vendor(s) to oversee improvement efforts and system upgrades including tracking system bugs/application issues and coordinating LMS upgrades and relevant changes. • Create, manage, and enforce LMS content publication standards including, but not limited to, course nomenclature, process adherence, user permissions and role designation. • Develop, maintain and facilitate training for the LMS including demos. • Coordinate release process for new courses and updates to existing offerings. • Manage LMS system communications (emails, Pop-ups, alerts, releases) • Act as department Project Manager to ensure that all projects are properly managed and completed within time frames set by project owners.

• Design; develop and implement on-the-job training database. • Determine training needs assessments and scheduled training course to fill current and upcoming training gaps. • Review, evaluate and modify existing and proposed programs and recommend appropriate changes. • Design E-Learning programs for regulation and compliance.• Conduct daily audits on training records. • Evaluation of procedures and processes to determine compliance with applicable requirements. • Enhance departmental procedures and standard of work. • Leading and communicating Training/Quality initiatives within the organization.

• Design; develop and implement new training programs including needs assessment, curriculum design, training strategies and program delivery • Facilitate technical training programs • Organize in-house seminars and conferences • Research, write and develop instructor and participant user manuals and materials for new training programs • Review, evaluate and modify existing and proposed programs and recommends appropriate changes • Design and administer training and development surveys to determine training program effectiveness • Evaluate and research new technologies and emerging training issues, and make recommendations to enhance or create new training programs • Provide one-on-one coaching • Provide feedback regarding employee's class performance with management Member Service Rep • Serviced current and potential members with their immediate financial needs• Recommended additional services and cross sell a variety of products• Input consumer loan applications and fund loan if approved Sr. Teller/Teller • Assisted Teller Supervisor in balancing vault and ATM• Acting Teller Supervisor when needed• Supported sales culture by motivating and coaching teller team

• Researched and applied payments to policies • Issued and stop paid drafts • Transferred money between policies for renewals • Balanced general ledgers and budgets