Julia K. Email & Phone Number

Marlborough, Massachusetts, United States

• Chart successful course of monitoring and supporting training, development, and engagement needs of the Digital Federal Credit Union employees.• Support employees’ professional development utilizing instructor-led, participant-centered training techniques.• Plan, organize, and facilitate virtual high-impact, instructor-led training programs for newly hired Credit Union employees.• Pilot development of and launch virtual training programs on topics including Financial Assistance Programs, Banking Regulations, and internal Customer Relationship Management software utilizing Camtasia and other e-learning software. • Create an interactive workshop on financial aid programs for the Collections Department. o Develop and prepare 20 case studies based on real-life member situations. o Edit and prepare calls from six members to serve as examples for the general departmental audience. o Design and operate a detective game with real-life examples utilizing external gamification tools (Kahoot!, the Training arcade). o Operate seven virtual workshop sessions.• Analyze existing practices and make recommendations to improve processes and bridge performance gaps.• Verify accuracy of and maintain user transcript information in LMS to support the success of virtual learning programs.

• Spearheaded initial input of client income tax information for individuals with various financial products and services.• Cultivated expertise in retirement funds, small business finances, and Social Security by attending professional development training.

Worcester, Massachusetts, United States

• Investigated the unique architecture and history of the historic John T. Cahill House and the Canal District in Worcester, then highlighted key aspects to connect the Cahill House’s historic preservation, restoration, and repurposing initiatives.• Examined ongoing and planned redevelopment initiatives in the city’s Canal District to identify potential partners for historic preservation efforts.• Designed a strategic roadmap for Preservation Worcester and the Ancient Order of the Hibernians to publicize the restoration and repurposing of the Cahill House within the future Canal District.• Delivered ongoing volunteer assistance to successfully implement the historic preservation plan.

Marlborough, Ma

• Aligned objectives and bridged communications with 70 members of the staff, management, and leadership across all departments to assess training needs and identify most effective strategies for delivery.• Developed strategic learning recommendations to enhance organizational performance and drive business outcomes.• Engineered training programs in multiple formats, including instructor-led delivery, written documentation, intranet support, and online resources in accordance with adult learning theory and practices.• Utilize knowledge of adult learning principles, processes, techniques, and measures to recommend, implement and support ways to continuously improve and optimize learning solutions.• Assessed business development data archives to evaluate the effectiveness of previous training programs and forecast the effectiveness of ongoing programs.

Worcester, Massachusetts, United States

• Coordinated with a team of nine research consultants to conduct an initial evaluation of youth wellbeing in the city, focusing on youth with disabilities.• Evaluated qualitative and quantitative data regarding youth with disabilities in the city and identified gaps in the data to focus youth development programs on areas with greatest needs.• Co-produced a report on the research findings, then presented results to the commission and various city officials.

Worcester, Massachusetts, United States

• Advanced development of and implemented interview protocols for consumer research into the public’s company perceptions and usability of the company’s website features.• Assembled results of the qualitative and quantitative analyses in collaboration with other members of the student consultant team, then presented deliverables to company executives.

Master Of Business Administration (Mba), Community Development And Planning

Bachelor Of Arts (B.A.), Psychology

Activities and Societies: UVM Pep Band, UVM Concert Band, Community Action Board (CAB)