Natalie Bird Email & Phone Number

Franklin, Wi, Us

Milwaukee, Wisconsin, United States

Manage the creation and maintenance of all financial industry regulatory course content, to include courses compliant with FINRA and SEC rules and state insurance codes, while leading a high-performing team of content and multimedia instructional designers.Course Development and Management: Spearhead the development of learner-centric continuing education courses, foster relationships with subject matter experts to create new courses and update existing ones in response to regulatory changes and learner feedback. Oversee content updates and revisions to align with evolving industry standards and best practices. Utilize Adobe Captivate 2019 and Quest CE’s proprietary Course Builder to ensure development of high-quality course materials.Brand Consistency: Maintain content to be consistently on-brand in terms of style, quality, and tone to deliver a top-notch user experience. Skilled in creating, proofreading, and editing custom course material, exam questions, and surveys.Regulatory Compliance: Collaborate closely with the compliance department to ensure all course materials meet the stringent requirements set by state, FINRA, SEC, NASBA, and NASAA guidelines. Stay up to date with regulatory and industry trends and changes, enabling the team to adapt swiftly and maintain compliance.Team Leadership: Manage all activities of content specialists and instructional designers in developing and implementing comprehensive content strategies for diverse educational programs.

Milwaukee, Wi

- Manage the creation and maintenance of all course content, to include courses compliant with FINRA and SEC rules and state insurance codes through Quest CE's proprietary compliance management system, while directing the team charged with providing all aspects of customer service to users accessing the online learning management system regarding completing continuing education or compliance training requirements.- Manage the development of continuing education courses through relationships with contracted SMEs to author new courses and edit existing courses based on regulatory updates and learner feedback. Ensure all content is on-brand and consistent in terms of style, quality, and tone to guarantee a high-quality user experience. Create, proof, and edit custom courses, exam questions, and surveys.- Collaborate with the compliance department to ensure all regulatory requirements are met on all new course materials according to state, NASBA, and NASAA guidelines. Manage relationships with contractors in the development of new course material.- Manage all activities of the Content & Online Services teams, including interviewing, hiring, training, and delegating workloads of a cross-functional team. Ensure superior service is achieved for internal and external customers by evaluating performance resolving issues.

Milwaukee, Wi

Served as primary contact for clients regarding program administration and services, while maintaining all content housed in the compliance management system. Conducted the creation, editing and review of diverse custom course content to ensure accuracy and regulatory compliance.

Milwaukee, Wi

Delivered all aspects of high-quality customer service to clients accessing the online compliance management system to complete their continuing education and compliance training requirements via phone, email, and online chat.

Segment, analyze and synthesize speech using specialized software and methods. Use of proprietary technology for unique data analysis, and documentation leading to development of text-to-speech applications

Assisted customers with high end product purchases and provided product information. Used strong customer service skills, along with merchandising, visual presentation and cash register work.

Milwaukee, Wi

Provided assistance in research of the level of staff care provided to long-term care residents. Coded utterances for sentence structure and analyzed findings. Presented at various research symposia and assisted with manuscript development. Developed, edited and revised reports for presentation at national conferences.