Lending Fundamentals Course
After hearing from two curriculum managers that new hires were coming in with weaker lending knowledge than in previous years, I took the initiative to investigate whether this was a broader pattern. Conversations across business lines confirmed the same gap and it was affecting both US-based employees and offshore contractors who had no baseline understanding of US lending.
Needs analysis and instructional design
Validated the need across multiple business lines before building anything
Designed a 20-minute lending course in Articulate Rise covering core concepts
Drew on years of experience designing financial training to structure content that works for complete beginners
Got curriculum managers and learning consultants from different business lines to review it through their specific lenses
Created a shared resource instead of separate trainings for each team
What I did:
This wasn't just a training problem; it was a hiring market shift. Rather than each business line addressing it independently (or not at all), I built one foundational course that any team could use.
How it's used:
Facilitators recommend it when they identify knowledge gaps during onboarding. It's available as a resource rather than required, which means teams can deploy it when needed without adding mandatory steps to every new hire's process.