Joey Putnam Email & Phone Number

Frisco, Tx, Us

Dallas-Fort Worth Metroplex

The Governance & Enterprise Initiatives (GEI) team manages all aspects of the relationship between PenFed’s primary regulator the National Credit Union Administration (NCUA) and the credit union. The GEI team is accountable for centralized NCUA engagement and fostering a collaborative partnership with our primary regulator.

Dallas/Fort Worth Area

Accountable for learning strategy, vision, building, and team leadership for the PenFed Home Loans line of business including Sales, Operations, Servicing, and Support across all channels.Created and built a business process and business technology support team for PenFed Home Loans Originations. The team of analysts provided support through phone, chat, and email across all sales and operations channels.Managed the ownership of PenFed Home Loans Communications process, strategy, and delivery.

Dallas/Fort Worth Area

Responsible for all aspects of Learning & Development for The Money Source, Inc., a rapidly growing Home Lender and Financial Technology company. • Aligned and built geographically dispersed enterprise-wide learning team growing from 6 to 15 professionals aligned to various Lines of business to support planned business expansion from 600 to 1500 associates nationwide• Lead Enterprise Talent Development for over 700 associates across 9 national locations • Determined Compliance training needs, selected new vendor and executed reporting and management• Implemented L&D structure of purpose, learning objective, metrics, measurement and priority• Provided Board level executive reporting on learning metrics and measurements• Created an enterprise on-boarding plan and line of business specific new hire learning processes• Managed and facilitated TMS Core Values training enterprise wide for all new hires• Panel Presenter for “Culture & On-boarding” at Texas MBA annual conference, San Antonio 2018

Dallas/Fort Worth Area

• Created a long term structure, strategy, and vision for Real Estate Services Corporate University (REU) aligning 3 geographic sites across nearly 3000 Real Estate Services associates to drive industry expertise and enhance membership experience• Provided Learning & Development consulting within Real Estate Employee Experience & REU leadership, teams, and partners including mortgage industry expertise, learning objectives, metrics, measurement, and adult learning• Managed, developed, and facilitated specific training projects impacting professional development, sale skills development, and on-boarding

Irving, Tx

Strategically lead and grow the enterprise Learning & Development teams to meet the dynamic business, regulatory, technology, and process change needs of a rapidly growing organization.• Built an enterprise learning leadership team with geographically dispersed learning associates growing from 12 to 34 professionals including, facilitators, instructional designers, and coordinators• Restructured and aligned learning teams across 4 strategic client businesses supporting rapid business growth and expansion from 5,000 to over 7,000 employees in multiple locations nationwide• Led vision, values, & strategy creation and implementation to support Enterprise functions in leadership, engagement, satisfaction, understanding, process, and results• Managed within a $4.4M Learning & Development budget (doubled from 2015 to 2017)• Designed and implemented an enterprise wide Compliance training strategy that fundamentally changed the compliance learning culture by exceeding regulatory requirements, increasing learning, and providing consistency and transparency in reporting. The new strategy resulted in zero findings, preventive & detective controls, higher completion rates, and an employee engagement survey score of 92% positive (+18% year over year) on the effectiveness of compliance training. • Championed Learning technology integrations to ensure the right training is delivered to the right person at the right time including micro-learning strategies, eLearning & curriculum design strategies, Virtual Instructor Led Training (VILT) and distributed learning strategies resulting in positive learning engagement, learner satisfaction, and business impact.• Facilitated Design Thinking crash courses for Learning & Development, IT, and Business Technology• 2016 Circle of Excellence Award Nominee for excellence in leadership, compliance training, and learning support• Presented “Change is Good – You Go First” change management program to Ft. Worth ATD Chapter in 2016

Plano, Tx

I am responsible for Learning & Development across Capital One Home Loans including Sales, Servicing Operations, Default Operations, Fulfillment Operations, and Enterprise Services. I lead diverse and geographically distributed teams that provide learning design, development, and facilitation to our many Home Loans client partners. Learning needs include technology enhancements, process & organizational change, professional development, role specific training, onboarding, and regulatory compliance.• Managed and expanded Learning & Development supporting Capital One Home Loans 2,000 associates nationally with a team of 16 learning leaders and professionals across 4 geographically dispersed sites nationwide• Created training design process within an Agile IT development and delivery environment that was implemented across multiple Capital One University teams across the country• Managed the Home Loans learning delivery of the large-scale enterprise wide acquisition of ING Direct Mortgage business• Certified Design Thinking Ambassador and Design Thinking Crash Course facilitator for more than half of all classes presented at the Plano, TX campus (over 200 associates trained)• Facilitator for Design Thinking strategic ideation sessions for Risk, Audit, Human Resources, and Credit Card (Canada) organizations • Designed and implemented a Structured On the Job Training (SOJT) model and process to meet the dynamic hiring needs of Home Loans Operations without impact to learning quality or timelines

Managed the Enterprise System Solutions work stream for the Capital One Home Loans Originations strategy providing direction for system design, prioritization, defect management, implementation, UAT/ Production Validation and support.• Primary Business Technology leader representing National Sales and Operations for an end-to-end origination system vendor RFP, negotiation, and selection process.• Key contributor in the successful implementation and integration of the new enterprise sales & operations system, initially as the Sales Business Technology leader and ending as the Learning Delivery leader.• Built and managed a Business Systems and Process Support team with 7 full time systems and industry experts to support business end users, User Acceptance Testing, and Production Validation processes and resources.• Circle of Excellence Award Winner – 2nd Qtr 2011 – Empower POS Implementation for Capital One • Circle of Excellence Award Nominee – 2nd Qtr 2012 – Error Rate Reduction initiative for Capital One

Lead a team that includes Process Leaders, Change & Communication Managers, and various contract resources to meet corporate Sales and Fulfillment organizational, process, and communication needs.Manage the relationship between Sales, Fulfillment, Business Technology, IT, and Impact (IBM/Palisades) project management to prioritize origination and process enhancements and provide business input to the technology process decisions.Partner with Sales and fulfillment leadership in Retail and Direct Lending to enhance and prioritize mutually beneficial outcomes both in systems and processes.Manage the designation and prioritization of new Origination System enhancements and defects from a Retail and Direct sales and fulfillment business perspective. Provide system testing resources and sign-off for Retail and Direct sales and fulfillment for all Impact (IBM/Palisades) enhancement releases.Partner with Retail National Sales Support and Field Integration Strategies leadership to provide input, direction, and support for initiatives, process changes, and systems enhancements for both sales and fulfillment.Partner directly with Retail Sales representatives and local sales leadership as the primary resource to provide system and process support, identify and escalate issues, and act as an advocate with Secondary Marketing, Product Development, and Fulfillment.

Manage relationships between Retail Sales, Business Technology, and IT for Impact (IBM/Palisades) deployment and enhancement prioritization. Directly supported Retail Sales leadership as the business contact and signoff for system enhancement prioritization. Managed Communication and Change Management team supporting Impact (IBM/Palisades) deployment to Retail Mortgage Sales.

Provide Team leadership for Organizational Design, Communication, and Change Management team supporting the deployment of Impact (IBM/Palisades) origination system to Retail Mortgage Sales.

Responsible for Retail Mortgage Originations through relationships with Realtors, Builders, and Wachovia Branches.

Designed, developed, implemented and maintained many technology, product, process, and sales training programs for Retail Sales and Direct Lending.

Certified as a Professional instructor for American Red Cross CPR, First Aid, Workplace & Community HIV/AIDS Awareness, and Preventing Disease Transmission programs.Delivered approximately 260 HIV/AIDS Awareness training programs to over 5,000 personnel in government agencies (Army Research Laboratories, CIA, FEMA, etc.) and corporations (Air Conditioning Contractors of America, etc.). Recognized as one of the top “HIV/AIDS Workplace Instructors” in the nation. Received written praise and recognition for training effectiveness, techniques and delivery to diverse audiences (high school graduates, advanced scientific degrees, entry level, executive management, etc.).

Worked in restriction/modifying enzyme and nucleic acid testing and manufacturing. Provided leadership on a team that designed, built, implemented and audited a division-wide ISO-9001 training validation and documentation system encompassing 550 employees in manufacturing, R&D, purchasing, shipping and receiving.Designed and delivered technical training programs on cGMP, digital imaging equipment, ISO9001, biosafety containment procedures, personal protective equipment, PC & LAN literacy, inventory tracking, fire safety, back safety, team building, etc.