Emily R.

Training and Internal Communication Manager @GreenPath Financial Wellness

McKinney, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2021 — Present

Training and Internal Communication Manager @GreenPath Financial Wellness

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Lead talent development and internal communications for a national financial wellness organization, designing and scaling learning programs for remote teams across five states.Transformed new hire onboarding from in-person to virtual, reducing training costs by per learner, increasing class capacity by 25%, and cutting time-to-effectiveness by 10%.Achieved Training NPS of 86 (2024), significantly above the industry \"world-class\" benchmark of 70, demonstrating exceptional learner satisfaction and program effectiveness.Delivered 90+ training events and eLearning modules, including client success programs, expert certifications, bilingual foundations training, and specialized product launches.Maintained 92% HUD certification pass rates and 100% on-time completion of 120-day onboarding reviews, ensuring regulatory compliance and quality standards.Implemented Digital Adoption Platform (WalkMe), providing in-system guidance and just-in-time learning resources, reducing time-to-efficacy in new CMS while increasing employee confidence.Led talent development team through high-volume periods, maintaining ServiceHub SLA (11-hour average response) while onboarding new trainers and absorbing departures without service disruption.Reduced first-year turnover in client services through coordinated improvements in onboarding design, development pathways, and learner support structures.Drove internal communication strategy that increased employee engagement scores from 67 to 75 on \"I receive formal training\" and improved communication satisfaction by 10%.Managed end-to-end program design for multiple client-specific initiatives (Banco Popular, First Bank, CA 955Hope, Mortgage Ready, Freddie LIR) requiring custom learning solutions.Created Talent Development Handbook and evolved curriculum to include inclusive, accessible learning experiences such as the Bilingual Foundations program and neurodiversity workshops.

EDUCATION

N/A

Saginaw Valley State University

BA

SKILLS

Employee EngagementStrategic PlanningTeam BuildingManagementPowerpointMicrosoft ExcelTime ManagementRecruitingStaff DevelopmentStrategic Financial PlanningNonprofitsProject ManagementFundraisingPersonal FinanceCoachingHuman ResourcesProcess ImprovementNon-ProfitsBudgetsFinanceCommunity OutreachOutlookBankingCall CenterLeadershipCustomer SatisfactionTrainingPublic SpeakingCommunicationLoss MitigationCustomer ServiceMicrosoft OfficeSalesEmployee TrainingCredit CounselingLeadership DevelopmentCall CentersCreditMicrosoft WordLoans

ABOUT EMILY R.

Talent Development and Learning leader specializing in building scalable, human‑centered learning programs for distributed teams. Over the past several years, I have redesigned onboarding, remote training, and change enablement experiences that reduce time‑to‑proficiency, lower training costs, and boost engagement across multiple locations.What I\'m particularly good at- Remote and hybrid learning programs – Designing virtual onboarding and training that keep people engaged, connected, and set up for success across states and time zones.​- Program design with measurable impact – Turning business problems into learning solutions, then tracking outcomes like time‑to‑proficiency, quality, and NPS.​- Change enablement & digital adoption – Pairing clear communication with in‑the‑flow learning (including Digital Adoption Platforms) so people can confidently use new tools and processes.​- Coaching and team development – Growing people through feedback, mentoring, and stretch opportunities so they can lead change, not just react to it.​A few results I\'m proud of- Transformed new hire training from in-person to virtual, generating in annual travel savings while increasing class capacity by 25% and cutting time-to-effectiveness by 10%- Achieved Training NPS of 86 (well above the industry \"world-class\" benchmark of 70) and maintained 100% on-time completion of 120-day onboarding reviews- Delivered 90+ training events and eLearning modules while maintaining 92% HUD certification pass rates and reducing first-year turnover through coordinated onboarding improvements- Led onboarding and integration through multiple acquisitions (25+ staff, clients), maintaining service quality while implementing a Digital Adoption Platform for in-system guidance and reduced support requests.Open to roles such as Senior Manager, Talent Development, Learning & Development Manager, or related positions where I can design and scale learning programs, support remote teams, and partner with leaders to turn employee development into business outcomes.

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