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Phyl – Senior Instructional Designer

ServiceLearning and Development
IndustryBanking and Finance
Job CategoryInstructional Design
SkillAdobe Captivate, Adobe Presenter, Articulate Quizmaker, Articulate Storyline

Phyl is an instructional designer with more than 25 years’ experience in the development of computer and web-based training, instructor-led and self-study training, with a specific focus on the mortgage industry.  She is proficient in a broad array of authoring tools, and has a number of instructional design certificates, from ATD as well as other educational institutions.

Sampling of Projects
  • At Bank of America, Phyl managed a team of instructional designers for the company’s systems conversion training.
  • At Countrywide, Phyl led the development of eLearning courses for Fair Lending and Customer Service Compliance using PowerPoint storyboards and Lectora, and developed instructor-led management training workshops and underwriting courses.
  • At Option One Mortgage, Phyl managed and developed instructor-led training modules for underwriting, appraisals, and loan products.
  • At Washington Mutual, Phyl designed and developed instructor-led and self-study training programs for the Home Loans Division and Default Group, and conducted pilot training and ‘train the trainer’ sessions.
Education/Certification
  • Instructional Systems Design Certificate, University of North Florida
  • Instructional Design Diploma, Institute of Training and Development, Surrey, England
  • ATD, Advanced eLearning Instructional Design Certificate
  • ATD, Blended Learning Certificate
  • BA, Information Technology, National University, San Jose
  • Proficient in Adobe Captivate, Adobe Presenter, Articulate Storyline/Quizmaker, Microsoft Office Suite, SumTotal, ISO 9001 Documentation and Auditor Training
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