Sam was hired to review our existing sales training program for our retail mortgage sales unit, and to develop a new comprehensive sales program designed to train new Account Executives who are primarily trained remotely by their managers in branches located across the country. Sam did an
outstanding job in reviewing our branches and the new Account Executives and assessing their training challenges. She was able to identify key learning issues and to develop a complete training program that was readily embraced by a tough to please manager hierarchy.
One of the key findings she made was that our newer Account Executives did not have the opportunity to experience a lot of loan files when they first start. As a result, some of them were falling further behind the development curve as a result. She addressed this issue by building into
the training process a robust sample of loan file exercises that guaranteed that the Account Executive would have the ability to virtually experience up to 70 Chase files, which gave every new Account Executive the ability to become competent about the components of a successful Chase loan file. In addition, she built a multi-tiered training program that included: self paced learning exercises, manager led learning exercises, and tests that help to validate the learning at various steps.
Sam's experience and ability enable her to handle a variety of assignments. While her primary expertise is in the telemarketing area, she can add value to a variety of training and development situations. The job she did for our retail business was very comprehensive. While it contained some phone skill related parts, it was a soup to nuts training program that gives us a consistent way for branch managers located in branches across the country to provide a consistent training process utilizing tools that are easy to manage, and are highly effective.
It was difficult not to believe that Sam was not a whole team of development people, based on the amount of work that went into the project and the timeframe in which it was completed. Plus, she was able to deliver our program at a very fair price. We would not hesitate to work with Sam
again in the future.
Chase Manhattan Mortgage