Experience

Fremont Bank

• United States
• Banking
• 700 & Above Employee

• Transformation Operations Trainer

  • Aug 2022 - Present

• Residential Lending Operations Trainer

  • Oct 2020 - Aug 2022

  Livermore, California, United States



KJackson and Associates, Inc.

• Owner

  • May 2009 - Present

  Providing Training, Professional Development, Instructional Design services to Education, Sales, and Financial Services Professionals



PCMA Private Client Lending NMLS #237710

• United States
• Financial Services
• 1 - 100 Employee

• Production and Performance Training Manager

  • Jul 2020 - Oct 2020

  Orange County, California, United States



PCMA Private Client Lending NMLS #237710

• United States
• Financial Services
• 1 - 100 Employee

• Partner Program Manager

  • Sep 2019 - Mar 2020

  Orange County, California Area

• Partner Training Manager

  • May 2019 - Sep 2019

  -Consulting with the Director to identify/prioritize the top enablement requirements. -Engaging PCN Channel Partners, understand patterns in their knowledge gaps and ideas for new programs and curriculum. -Collaborating with Product Marketing, Product Management, Solutions Marketing and other groups to source enablement content. -Defining and publishing learning paths and execution guidance for multiple Partners and multiple selling roles within organizations. -Designing and… Show more -Consulting with the Director to identify/prioritize the top enablement requirements. -Engaging PCN Channel Partners, understand patterns in their knowledge gaps and ideas for new programs and curriculum. -Collaborating with Product Marketing, Product Management, Solutions Marketing and other groups to source enablement content. -Defining and publishing learning paths and execution guidance for multiple Partners and multiple selling roles within organizations. -Designing and implementing training content, tools, and assessments for knowledge transfer and ongoing development. -Researching, designing, and developing user manuals to support training, visual aids, brochures and training presentations. -Conducting course evaluations as part of an overall improvement process; review and analyze course evaluations to determine the effectiveness of training certifications.



The National Center for Equity and Agency

• United States
• Education Management
• 1 - 100 Employee

• Relationship Manager

  • Feb 2019 - Jun 2019

  California, Nevada, and Arizona



Renovate America

• United States
• Financial Services
• 1 - 100 Employee

• Sr. Client Development Sales Trainer

  • Aug 2015 - Feb 2019

  San Diego Managed, developed, and implemented onboarding training programs for 40 + Sales Agents Collaborated with Managers, Compliance, Human Resources, and Sales Leaders on training needs for sales team Evaluated all new tools, technologies, resources relevant to the sales team Facilitated training for workplace strategies,Material updates and operational procedures via eLearning and instructor-led platforms Offered logistical support and assisting with cost management for training… Show more Managed, developed, and implemented onboarding training programs for 40 + Sales Agents Collaborated with Managers, Compliance, Human Resources, and Sales Leaders on training needs for sales team Evaluated all new tools, technologies, resources relevant to the sales team Facilitated training for workplace strategies,Material updates and operational procedures via eLearning and instructor-led platforms Offered logistical support and assisting with cost management for training programs Identified sales team knowledge gaps and applied actionable solutions Provided training recommendations based on strategic objectives, forecast, and performance metrics Collaborated with marketing team to launch new client applications, sales and re- engagement campaigns Assisted with client escalations and problem solving Managed learning management system (LMS) for all sales video learning modules Provided post-training support, coaching, feedback for sales team

• Inside Sales Support Specialist

  • May 2015 - Jul 2015

  San Diego Assisted Channel Account Manager with procedural and operational issues Managed 50-75 Outbound Calls daily to Property Owners and Contractors to resolve file issues Handled National Account Clients Submitted reporting on daily activities and personal production impact Worked with other operations team to increase applications and funding metrics Cancellation prevention Assisted Contractors with web tools and selling Home Improvement Financing

• Program Services Representative III

  • Dec 2014 - Apr 2015

  San Diego Managed 60-80 Inbound Customer calls daily Provided property owners and contractors support via phone, email and online chat Collected energy-efficient home improvement product and financing information from Contractors and created financing documents Collaborated with team members to quickly and effectively resolve problems and complex issues Provided sales support via to contractors while in the home with customers Provided excellent customer service in every customer… Show more Managed 60-80 Inbound Customer calls daily Provided property owners and contractors support via phone, email and online chat Collected energy-efficient home improvement product and financing information from Contractors and created financing documents Collaborated with team members to quickly and effectively resolve problems and complex issues Provided sales support via to contractors while in the home with customers Provided excellent customer service in every customer interaction (external & internal)



Institute of Reading Development

• United States
• Education Management
• 100 - 200 Employee

• Enrollment Sales Coordinator ( Seasonal Contract Position)

  • Apr 2012 - Jun 2014

  Remote Office Managed 50-60 incoming calls per day Qualified potential students for reading programs Assessed students’ current reading skills and recommend appropriate reading program Assisted students with enrollment process for reading programs via telephone Provided quality customer service



The Art Institute of San Diego

• Online Program Director/Advocate

  • Jan 2007 - Jul 2009

  San Diego Implements online education at The Art Institute of California - San Diego according to the plan and timeline developed by The Art Institute Online and The Art Institute of California - San Diego *Promotes and markets online classes at The Art Institute of California - San Diego * Designs and administers the online portion of blended degree programs* Provides The Art Institute Online team with timely data and materials related to students, faculty, and courses as required *… Show more Implements online education at The Art Institute of California - San Diego according to the plan and timeline developed by The Art Institute Online and The Art Institute of California - San Diego *Promotes and markets online classes at The Art Institute of California - San Diego * Designs and administers the online portion of blended degree programs* Provides The Art Institute Online team with timely data and materials related to students, faculty, and courses as required * Trains Academic Affairs, Faculty, and Admissions to recognize potential successful online students* Addresses student and faculty issues as they arise; reports and/or refers problems and issues as appropriate to The Art Institute Online team * Ensures that all students enrolled in online classes are in compliance with all applicable policies and procedures* Encourages student success by meeting with and appropriately advising local online students on a regular basis * Provides quarterly evaluation and recommendations related to the online endeavor at The Show less



Kaplan Professional

• United States
• Education Administration Programs
• 200 - 300 Employee

• Development Trainer/Teacher

  • Jan 2006 - Dec 2006

  K12 Learning Services Facilitate professional development product training for Teachers and Administrators in a K-12 learning environment for various supplemental programs * Ensure effectiveness of training through fluid interaction with the Regional Teacher Trainer on updated product concepts * Perform needs analysis and training evaluation to support continuous improvement * Foster and actively participate in a team oriented and feedback rich environment



Corinthian Colleges, INC

• Online Student Services Specialist/Instructor

  • Jan 2005 - Dec 2005

  Managed over 10 Campus Administrators * Served as a liaison between the corporate office and campus Administrators to resolve student issues * Implemented long and short term solutions for Administrators and Students * Maintained a positive working relationship with campus Administrators * Developed, implemented, and facilitated online student orientation * Encouraged a cooperative learning environment for all students



Le Cordon Bleu College of Culinary Arts-Pasadena

• Financial Aid Tuition Planner

  • Nov 2003 - Nov 2004

  Facilitated financial aid workshops for domestic/international students * Provided Students and Parents with creative financing solutions * Working knowledge of Title IV federal financial aid policies and procedures * Counseled Students and Parents on federal financial aid requirements, restrictions, and obligations

• Admissions Counselor

  • 2002 - 2004

  Pasadena, CA * Recruited students for Hospitality and Culinary arts degree and certificate programs * Facilitated career /educational workshops for potential students at local trade shows, career fairs and conferences * Developed marketing campaigns for out of state student recruitment * Assisted both domestic/international students and their families with all relocation needs.



UEI College

• Higher Education
• 700 & Above Employee

• Placement

  • 2002 - 2002



Accountants on Call

• Staffing and Recruiting
• 1 - 100 Employee

• Internet Pecruiter

  • 1999 - 2001

  Greater Los Angeles Area



accountants overload

• internet recruiter

  • 1999 - 2001



Padsystem

• Assistant

  • 1994 - 1995