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Jennifer Rash
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Bio
Credentials
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Creating Fun and Engaging Video Training: The How
LinkedInDec, 2023- Apr, 2026 -
Creating Fun and Engaging Video Training: The Why
LinkedInDec, 2023- Apr, 2026 -
Designing the Learner's Journey
LinkedInNov, 2023- Apr, 2026 -
Training with Stories
LinkedInNov, 2023- Apr, 2026 -
Components of Effective Learning
LinkedInOct, 2023- Apr, 2026 -
Elearning Essentials: Storyboarding
LinkedInOct, 2023- Apr, 2026 -
Elearning Essentials: Instructional Design
LinkedInSep, 2023- Apr, 2026 -
Instructional Design Essentials: Models of ID
LinkedInSep, 2023- Apr, 2026 -
Build Your Own Professional Training: Quick Start Guide
LinkedInAug, 2023- Apr, 2026 -
Designing a Presentation
LinkedInJun, 2023- Apr, 2026 -
Learning How to Increase Learner Engagement
LinkedInJan, 2023- Apr, 2026 -
Articulate Storyline Essential Training
LinkedInDec, 2022- Apr, 2026 -
Developing Your Emotional Intelligence
LinkedInNov, 2022- Apr, 2026 -
Nationwide Mortgage Licensing System & Registry Certification
NMLS Licensing -
Notary Public
State of North Carolina
Experience
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United States
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Financial Services
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100 - 200 Employee
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Instructional System Strategist
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Mar 2024 - Present
Provides support to the credit union in achieving business strategic goals and objectives by planning and creating material and learning content throughout the organization. Identifies training needs and designs/formats materials including job aids, manuals, workbooks, assessments, procedures, and scripts. Maintains, assesses, designs, develops, implements, evaluates, and oversees all training resources. Designs advertisements for employee engagement events.
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Learning And Development Specialist
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Jan 2023 - Present
• Designs courses and materials for Leadership on Motivating Employees, Setting Goals, Performance Evaluations, Time Management, and Documentation• Designs courses and materials on Financial Wellness, Fraud, Teller Basics, and New Hire Orientation• Wrote and published procedures for implementing Instant Issue for debit and credit cards• Utilizes PowerPoint and Canva to create engaging, effective, and attractive training decks• Upgrades existing PowerPoint and Canva presentations to enhance visual appeal and achieve concise communication• Utilizes Engageware to publish procedures and training material that is searchable by key word• Edits existing Engageware procedures for conciseness• Utilizes BAI to create tests and learning modules and to evaluate training efficacy and learner comprehension• Demonstrates use of various banking software/programs• Recommends upgrades and modifications for continual improvement of learner materials, processes and procedures
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Skyla Federal Credit Union
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Asheville, North Carolina, United States
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Member Service Advisor
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Nov 2021 - Nov 2022
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Asheville, North Carolina, United States
• Processed online and in-person loan applications including HELOCs, auto loans, personal loans, and credit cards• Decisioned loans within lending limits based on DTI, unsecured debt, and LTV• Analyzed each credit report pulled to offer refinancing at lower interest rates• Opened new memberships and added additional accounts, products, or services for existing members• Performed all teller transactions as needed when appropriate to maintain representative line
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United States
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Banking
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700 & Above Employee
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Deposit Operations Specialist
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Apr 2021 - Oct 2021
• Processed ACH transactions and ACH files using various banking platforms• Maintained and updated account holder information across multiple banking systems• Researched and resolved deposit account and general ledger reconciliation differences• Reviewed online deposit applications to ensure accurate documentation was obtained• Monitored and addressed exception transactions including non-post, stop pays and NSF transactions• Submitted outgoing wire instructions to wire team and posted incoming wires
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Customer Success Manager
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Aug 2019 - Apr 2021
• Utilizes CRM software to create operational team instructions for fund allocation, provides rates, bank history, and FDIC coverage information• Educates customers in Live Oak Bank website functionality and other technical support to maintain optimal workflow• Mitigates regulatory and financial risks by ensuring compliance with BSA, AML, and Gramm Leach Bliley Act laws and corporate compliance during customer reviews• Strengthens traceability by ensuring 100% accurate completion and submission of all financial documentation• Ensures customer retention by cultivating relations for satisfaction and offering proactive resolution ideas to questions, concerns, or challenges• Maintains knowledge of the banking industry and evolving needs to sustain relevance and deliver optimal client customer support
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United States
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Financial Services
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200 - 300 Employee
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Member Relationship Consultant
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Dec 2018 - Aug 2019
• Directly led and coached 6 team members, and monitored performance and task completion for optimal productivity• Utilized Jack Henry software for credit union member transactions• Grew customer base by identifying needs to deliver relevant product solutions that achieve customer goals• Retained customers by providing recommendations to promote brand effectiveness and product benefits• Drove profitability by up-selling additional banking products to credit union members
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Member Service Representative
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Jul 2017 - Dec 2018
• Ensured client satisfaction and retention by cultivating long-term relations, delivering insightful customer presentations, and offering proactive resolution ideas and actionable responses to questions, concerns, or challenges.• Prior experience includes 5+ years as a Bank Teller at The Bank at Broadmoor and Virginia Bank & Trust.
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Education
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University of North Carolina at Greensboro
Bachelor of Arts (B.A.), Liberal Studies with Social Sciences Concentration
Suggested Services
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Industry Focus. “Education Management”
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