Tracy Fulton

Experience

• 

  Washington Mutual Bank

  May 2001 - Oct 2001

  Sr. Personal Financial Rep

  Personal Financial Representatives (PFR) provide paying and receiving services to customers, sell and process routine deposit accounts and related bank services, and refer customers to other bank products in Financial Centers (FC). PFR's refer all types of mortgage lending, consumer lending, and products affiliated with Washington Mutual Financial Services (WMFS). PFR's are expected to master sales techniques and basic consumer lending. They will also increase their knowledge of more complex product offerings, and develop proficiency in basic (unsecured) consumer lending. Show less

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  Washington Mutual Bank

  Sept 2002 - Feb 2006

  Loan Coordinator responsibilities include developing and maintaining knowledge of the Bank's automated systems for loans, policy and regulatory requirements and standards for loans, maintaining production according to established standards, developing and maintaining contacts with outside agencies (e.g., title insurance, Realtors, Brokers), and promoting and providing excellent customer service with internal and external customers. With training and guidance as necessary, Loan Coordinators obtain, prepare, and analyze all loan information and documents, close loans by clearing and conveying title, properly collect and disburse funds, and accurately document the file within compliance. Loan Coordinators also manage all post closing functions. Workloads will vary upon expertise from 40-75 loan files in the pipeline. Show less Training Design Specialists develop training materials and programs, which are used to prepare employees to provide exceptional customer service, promote products and services, and operate company systems and software applications. They provide continuous support by preparing instructional materials and visual aids for assigned courses. They also, conduct needs assessments to determine appropriate design and delivery methods. Training Design Specialists assess current course content effectiveness and make the necessary adjustments to existing materials and delivery methods. They gather new policy, procedural and technical updates and ensure the dissemination of these updates through training curriculum. Training Design Specialists instruct training personnel on course content, suggested delivery methods and training intent through Train-the-Trainer sessions. They also make presentations and may deliver training curriculum as needed. Show less Training Delivery Specialists provide comprehensive training in a group setting within a particular business line. They provide on-going training support by conducting assigned courses. The training focus could be on customer service, sales, company products, procedures, and guidelines. Training Delivery Specialists train through the use of lectures, structured learning activities, and assessments. They may also suggest process improvements, as needed. They are responsible for developing training curriculum in response to department need. The ability to excel as a member of a team is essential as Training Delivery Specialists collaborate with other trainers and co-workers on projects. Show less

  • Loan Coordinator Lynnwood Consumer Loan Production Center

    Jul 2005 - Feb 2006

  • Training Design Specialist Consumer Loan Production Centers

    Mar 2005 - Jun 2005

  • Training Delivery Specialist Consumer Loan Production Centers

    Jun 2003 - Feb 2005

  • Loan Coordinator Lynnwood Consumer Loan Production Center

    Sept 2002 - Jun 2003
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  Providence Health & Services

  Feb 2006 - Feb 2019

  An Instructional Designer designs, develops, and implements Clinical Informatics and Training common core training materials. The Instructional Designer is responsible for establishing processes and tools for identifying training needs, creating and maintaining training content, developing courseware, and evaluating training effectiveness. Using established instructional design models, the Instructional Designer is accountable for creating and operationalizing training programs utilizing a variety of delivery methods including class-room based training, eLearning tutorials, and remote instructor led training, self-paced training documents, and training videos. Show less The Epic Principal Trainer is responsible for the design, develop and maintenance of Epic implementation training materials and methods. This position supports the training needs of all functional areas of Epic implementation and their integrated applications. Incumbents in this role build curriculum to include leadership at all levels of the project. They collaborate and consult with business partners and other regional initiative leadership to deliver customized curriculum and coaching to employees across the region and service areas. Employees in this position have the ability to understand and translate the functionality of Epic system configuration and workflow validations into organizational specific and easy to understand classroom presentations, and prepare and manage requirements for training sessions in collaboration with the project team. Show less

  • Instructional Designer

    Nov 2015 - Feb 2019

  • Epic Principal Trainer

    Feb 2011 - Nov 2015

  • Applications Training Specialist III

    Feb 2006 - May 2011
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  Providence St. Joseph Health

  Feb 2019 - now

  Learning Developer