Software Trainer/Implementation Consultant
Wolters Kluwer Financial Services | Finarch
Eugene, Or
Wolters Kluwer acquired Financial Tools Jan, 2014, and we were brought into the WKFS family June 1. I train all levels on users on Statement Analysis, Real Estate Analysis, loan tracking, and reporting software. Training is delivered either in a classroom setting, over the internet, or on site with the client. I develop all training materials, including training guides, examples for the CASH Suite software. In addition to end user training, I worked with senior executives from banks and credit unions around the United States to implement best practices around commercial lending, focusing on utilizing the CASH Suite of software solutions in their process and procedures. Consulting and training efforts were designed to engage senior and mid-level managers, as well as end users in discussions to better assure optimal implementation and product utilization at all levels within the client’s organization. Also gained valuable experience in managing multiple software implementation projects.I also build automated Credit Memos, develop custom analysis templates, and assist with the correct and efficient set up for users. I have the freedom to work with clients to find the correct solutions for them, and utilize my knowledge of lending and analysis to help them reach their goals.