Malu Schloss Email & Phone Number

Greater New York

Malu collaborates with managers in organizations to identify consulting needs for their learning and technical communication initiatives.She assists managers in identifying and enlisting highly qualified professionals with the specialized skills and experience required to deliver projects on time for:* Learning and Development (instructional designers, IT trainers, eLearning / mLearning developers, organization development, learning technologists).* Technical Communications (technical communicators, performance support, editors, indexers, content strategists, web developers,business analysts) * Special requirements like User Experience specialists, Cybersecurity specialists, gamification.

SAMPLE ENGAGEMENTS• E-LEARNING DESIGN/ PERFORMANCE SUPPORT: Led design of eLearning, training and documentation for BANK of AMERICA Global Wealth & Investment Management, US TRUST, MERRILL LYNCH, CITI, FORDHAM University, JP MORGAN, MARSH, Inc., OTG MANAGEMENT and SUCCESSFACTORS. Developed custom tests and simulations for enterprise applications, instructor led training, facilitator and participant guides, job aids and online help. • BUSINESS PROCESS ANALYSIS: Organized & completed business process analysis & documentation for MERRILL LYNCH residential whole loan trading businesses & HSBC SECURITIES Mortgage-Backed Securities. • PERFORMANCE SUPPORT: At THOMSON REUTERS / LIPPER's embedded online learning into all applications. Developed on-demand multimedia electronic coach for a product illustration system for PRUDENTIAL Insurance Preferred Life Services. Trained teams to support and write online documentation for clients like OLSTEN KIMBERLY QUALITY health care application, LIPPER and PRUDENTIAL. after the consulting team exits.Specializes in instructional and content strategy, design and development of delivering custom communications and learning focused on improving the user or client experience. * Scoping, business requirements analysis, needs analysis* Rapid instructional design, managing: delivery of engaging and interactive e-learning, simulations, SCORM/AICC tests virtual classes and instructor-led training programs*online or print documentation and system releases*support change management, systems development, marketing, product development, business process reengineering and ERP deployments, global and domestic.

Tri-State New York Metro Area

9h year of managing STC TechComm Competition, renamed as the STC Alliance Competition - Includes Greater New York, Philadelphia, Atlanta, Rochester, South-Central Texas, and Washington, DC-Baltimore chapters. Annual search for the most compelling technical communication (modes: Instruction, Information, User Support or Promotion). Entrants join primarily to receive objective feedback from their peer professionals, and yes, some recognition too.As Chapter President (6/2010-6/2012), expanded and promoted the professional organization's program and workshops, offered at the lowest cost; developed and encouraged new chapter leadership; increased membership and revitalized the STC New York Metro Competition. In 2012, 100% of NY competition winners moved on to become International level winners, including Best of Show.STC is a professional organization dedicated to the advancement of technical communicators,instructional designers, eLearning developers, usability experts, technical communicators, multimedia and graphics creators, user assistance developers, information architects. http://www.stcnymetro.org

New York

The ATDNY Performance Support SIG strives to develop understanding of Performance Support and to provide interactive hands-on learning experiences for participants,

New York And Remote

Led instructional strategy, content development and coordination of projects from start to final delivery. Facilitated meetings regularly with executives, change managers, line managers, SMEs and developers to contract, design and develop learning solutions. Designed storyboards and gained approval, reviewed development/execution by instructional technology group through QA and deployment. US Trust/Merrill Lynch Transition system projects, UST Alternative Investments, Enterprise Privacy Choices, Product Training, Financial advisors>

New York, Ny

Reporting to Exec.Director, Strat.Prog. Office & IT. With Marketing and IT team, planned & implemented Marketing Communications campaign to support university-wide roll-out of ERP modules. Recommended and developed, in coordination with diff. departments, self-help e-learning modules and webhelp into university portal, to support new components of the university’s multi-year ERP to benefit the entire university community, alumni and external relations.

New York

Managed the design and delivery of the eLearning modules (synchronous and asynchronous) supplemented by job aids and online help. Wrote Facilitator Guides and Quick Reference Guides to reduce training time and save documentation costs for major proprietary systems. Trained and coached Trainers for their first virtual classes on the web using Centra. Partnered with Middle Market Brokers to design online tutorials and quick reference guides to train external Insurance Carriers on how to use a Marsh system on Quotes. Excellent feedback from Carriers like St. Paul’s and Kemper. Designed and developed web-based viewer help application for MTrade System; coordinated with team of writers, developers and Business Managers using custom templates and CSS style sheets.

• Reporting to the VP, Information Technology, designed performance support / online learning for ALL Lipper internal and client applications, in consultation with SMEs, application developers and users. • With the Lipper Marketing group, planned and designed system/marketing animation demos for the Lipper Mutual Fund Performance Analysis software. Marketing demos were distributed to Lipper bank/brokerage clients in the U.S. and Europe.

• Led comprehensive redesign of Dreyfus' core initial training programs to provide a steady stream of Sales & 24/7 Customer Service Representatives for Dreyfus’ 3 divisions: Retail, Institutional and Qualified Retirement Plans.• Rationalized that a performance support system with training documentation and procedures be built into a major corporate-wide business process reengineering/client server application called the “Dreyfus SuperStation”, developed w/ Ernst & Young. Result: Users lauded quick access to critical information & forms.• Organized & directed training strategy for a smooth transition into Dreyfus' new Transfer Agency System BNY & Mellon Bank to AMEX’ transfer agency,TSSG]. Result: System change was transparent to 1.5 million Dreyfus clients on Day One.• Justified the business case for CBT and computers for training (NPV of $190,000.) Improved pass ratio for the Series 7/6/63 exams to 85% through CBT tests and simulations, saving $60,000/year.

Ms Instructional Technology, Instructional Technology Courses

Master Of Arts (M.A.), Social Industrial Psychology

Bachelor Of Science (B.S.), Psychology