Sherrie Willey Email & Phone Number

Salt Lake City, UT, US

Chicago, IL, US

West Palm Beach, Florida, US

• Worked with business units, instructional designers, and training team to develop training materials, content, and procedures consistent with and resulting from regulatory, compliance, and legal changes for the Lending.
• Analyzed and revised existing and potential content, focusing on reuse and single-sourcing opportunities.

Salt Lake City, Utah, US

• Created, managed, and maintained customer-facing documentation, including various credit card applications and related forms, credit card cardholder agreements for business and consumer products, customized for six.
• Managed all regulatory documentation related to Check Reserve products, mobile pay products (Apple Pay, Samsung Pay, Google Pay), OnCard, credit card features, and rewards programs, updating yearly, as needed.
• Lead a task force of Compliance and Legal experts to ensure all regulatory requirements are met within product disclosures and are clear to customers. Managed yearly updates of agreements, including customer.
• Created and maintained 120+ Adobe Acrobat fillable forms with customized fields, ensuring requested information is accurately and legibly completed by the applicant.
• Provided quarterly reports to the CFPB of the latest cardholder agreements.
• Ensured integrity of communications through copywriting, editing, and proofreading.

San Francisco, California, US

• Contributed to the phased transition of capacity planners to an improved Enterprise Capacity Management process and tool by creating and maintaining customer and service operations collateral. These materials included.
• Created and distributed focused communication to capacity planners, team members, and management, including status updates, PowerPoint presentations, and Excel spreadsheets.
• Assisted in bi-weekly meetings with pilot participants, gathering feedback, and compiling FAQs and pilot data.
• Compiled pilot feedback results, presenting statistical data to record customer experience and drive enhancements in support of full migration of customer base in appropriate categories and demonstrating successes and.
• Collaborated and developed with other writers within Wells Fargo in a monthly Technical Writers Interest Group.

San Francisco, California, US

• Partnered with subject matter experts (SMEs) to create, maintain, and expand existing high-level and desk-level workflows and procedures. Achieved 100% accuracy and completeness for annual audits.
• Posted, organized, and maintained all procedures and other documentation on online CMS.
• Analyzed procedures, identified inefficiencies, and made process improvements, gaining a knowledge of health savings accounts and other financial services. Procedures included the following software applications.
• Participated on a Mergers & Acquisitions team and created external communications to inform accountholders of merger activities & other legally required information. Projects included Sovereign Bank and Wachovia Bank.
• Served as the Learning & Development representative for the Policy & Procedures committee. Edited and formatted new and existing policies/procedures and posted to online CMS.

• Created, revised, and edited technical documentation on data security software, translating technical jargon into understandable language.
• Revised known and fixed bugs into publishable release notes.
• Generated builds of manuals; printed, bound, packaged, and shipped deliverables.

Salt Lake City, UT, US

• Created, revised, and edited technical documentation on audio conferencing products.

• Proofread, edited, and revised articles at all stages for publication in WordPerfect Suite Magazine.
• Managed entire Disk of the Month product by contracting with graphic artists, compiling files and instructions for use, compressing files, and testing on accompanying decompression utility.
• Compiled, tested, and revised submitted reader tips for monthly Tips column.
• Provided technical support of WordPerfect Magazines and other ancillary products through means of e-mail, phone, letters, and other types of correspondence.