Work samples
Learning assets I’ve designed, with notes on the problem each one solves and why it’s built the way it is. New pieces are added as projects wrap.
Client Welcome Guide & Workbook
The onboarding packet every new client of The Art of Learning Design™ receives. It explains how the engagement works, what to expect at each stage, and what I’ll need from them.
The problem
New clients come in with the same questions. What happens first? How long does each phase take? What do you need from my team? When those answers live in scattered emails, the first meetings get spent on logistics instead of the training problem we were hired to solve.
What I built
A single guide that walks a client from “who is this consultant” to “here’s exactly what I’m responsible for.” It covers the six-phase Art of Learning Design Method™, the Training Bottleneck Audit, the engagement path from Leverage Scan to handoff, a who-does-what table, services and investment, typical deliverables, and a plain-language glossary.
Design choices
- A “Your role” column on every phase. Sponsors see what they owe at each checkpoint, so reviews don’t stall waiting on them.
- Workbook questions before kickoff. The Bottleneck Audit asks four questions (Time, Skill, Process, Onboarding) that clients answer ahead of time, so we start with their data.
- Costs shown where leaders feel them. A table ties ineffective training to ramp time, rework, manager time, and retention, each with a way to measure it.
- A glossary, not jargon. Terms like happy path, ramp time, and tribal knowledge are defined once in everyday language.
Skills shown
Selected pages
Click any page to see it full size.
Tips to Close Fast: Loan Officer Quick Reference
A job aid loan officers use while they work a file, so they can find the answer in a click instead of digging through a manual or waiting on someone to reply.
The problem
Loans were stalling between application and processing. I worked with subject matter experts to find out why, and the delays traced back to four recurring causes: incomplete forms, data errors, missed process steps, and missing or mislabeled documentation.
Loan officers knew most of the steps. What they lacked was a fast way to check the right one in the middle of a busy day.
What I built
A click-to-find reference that follows the loan in order: before disclosures, sending disclosures, and Ready for Processing. It also covers how to label documents, a final hand-off checklist, and the habits that close loans faster.
Design choices
- Organized around what the SMEs found. Every step is tagged as an incomplete form, error, missed step, or documentation issue. One click filters to just that problem.
- Start from the symptom. The eight most common delay reasons sit at the top, and each one jumps straight to the step that prevents it.
- Matches the screen. Steps use the same form sections and field numbers loan officers see in the system (1003 Part 2, line 903, gift funds in 4d), so search finds what they’re looking at.
- A checklist before hand-off. Progress shows at a glance, and it resets for the next loan.
Skills shown
Shown as a de-identified sample. Company names and internal details have been removed.
Decks, documents & spreadsheets
Training assets from mortgage lending and servicing projects, rebuilt as de-identified samples. Open the PDF to look through it, or download the original file.
Customer Service New Hire Training: Day 1 Kickoff
A facilitator deck that opens a 10-day program for mortgage servicing customer service reps. It covers the call flow, verification, and what a quality call sounds like, with an activity, a role play, and a knowledge check. Speaker notes carry timing and answers so any trainer can deliver it.
VA IRRRL: Application to Processing
A quick reference that takes loan officers from a new file to a clean hand-off in 15 steps. It flags the gates that stop a file, gives talk tracks for common borrower questions, and ends with a checklist.
Customer Service Training Plan
A 10-day curriculum map, a Day 1 lesson plan that reschedules itself when you change a segment’s minutes, and a call quality scorecard. Mark a behavior “Missed” and the score, critical-fail check, and rating update.
Executive Summary: Onboarding Program
A brief for leadership on a 10-day onboarding program. It leads with the bottom line, then shows how the program runs, what changes for the business, and how to measure each outcome.
L&D Project Tracker
Tracks every training request through ADDIE. Dropdowns keep entries consistent, percent complete and build time fill in automatically, overdue items are flagged, and a dashboard summarizes the pipeline.
All samples are de-identified. Company names, internal systems, and proprietary details have been removed or replaced.
Résumé
15+ years designing and delivering training for mortgage lenders, servicers, and global operations teams, from front-line staff to the C-suite.
- 2025 – Present
Founder & Chief Learning Strategist
The Art of Learning Design™ LLC
Leads needs analysis and end-to-end curriculum development for client engagements, partnering with leadership to turn business goals into training plans.
- 2021 – 2025
Sr. Corporate Trainer / Instructional Designer
Planet Home Lending · Remote
Built and delivered training on loan origination, mortgage systems, and sales practices. Designed eLearning simulations for origination systems, led a team of trainers and designers, and reported on completion, engagement, and compliance data. Started as Corporate Trainer / ID in 2021 and moved into the senior role in 2024.
- 2019 – 2021
Corporate Trainer / Instructional Designer
LoanCare Mortgage Servicing · Hybrid
Moved training for 2,500+ employees to virtual delivery during a major operational disruption while keeping compliance on track. Developed curriculum, job aids, and instructional video.
- 2015 – 2019
Global Logistics Training Coordinator
GE Power (GE Global)
Managed a global LMS and training logistics for a multi-region workforce, and worked with subject matter experts to standardize content.
Education
- M.A. in Education, Curriculum Design & Instruction, Adult LearningPoint Park University
- B.S. in Business Administration, Business ManagementPoint Park University
- Associate of Business, Business AdministrationBradford Business School
Methods & tools
What’s coming next
Want training like this for your team?
Start with a free 15-minute Leverage Scan. Email hello@theartoflearningdesign.com
Learning that fits real life.™