Lending Fundamentals Course
Training resources were scattered across multiple locations, making it difficult for bankers to find what they needed when they needed it. I redesigned their training hub to create a centralized, intuitive resource center.
Learning experience design and information architecture
Audited existing training materials and identified gaps in the learning pathway
Worked with business line SMEs to organize content by system and role (Bottomline, Salesforce, Third Party, C&I/CRE lending)
Designed information architecture that separates general training from bank-specific procedures
Built the site in SharePoint while maintaining live access - users never lost access to resources during the transition
Collaborated with curriculum managers to structure new training programs before launch
What I did:
The site needed to work immediately while I improved it. I couldn't take it offline to rebuild, so I enhanced sections iteratively while keeping everything functional.
The structure:
Instead of dumping everything in one place, I created clear pathways: system-specific training (Bottomline, Salesforce, C&I/CRE), role-based resources (Third Party advisors), and format-based organization (videos, job aids, simulators, recordings).
