Lending Fundamentals Course
New hires were entering lending roles without a consistent baseline understanding of core concepts. Across business lines, this created variability in onboarding readiness and increased the risk of duplicate training efforts.
Audience: Employees and contractors supporting lending
Scope: Multi-business-line onboarding
Format: 17-minute Rise course
Role: Sole designer & project lead
Needs analysis and instructional design
Confirmed the issue across business lines to determine whether a shared solution was warranted
Designed a single foundational course to prevent fragmented team-specific builds
Structured content specifically for learners with zero baseline knowledge
Partnered with curriculum managers to align the solution across multiple lenses
Established one scalable onboarding resource rather than parallel efforts
Strategic Actions:
This reflected a hiring market shift rather than a simple training gap. 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:
Rather than allowing each business line to address the gap independently, I recommended a centralized foundational course to ensure consistency and efficiency.
Adopted across multiple business lines as a shared onboarding resource
Prevented the need for multiple teams to build parallel introductory courses.
Used as a baseline before advanced lending instruction
The insight:
This project demonstrates how targeted foundational learning can reduce redundancy and create shared standards across business lines.