Karla Nuguid
Ajax,ON
Summary
Results-driven professional with extensive experience in training and process design, seeking a challenging career within a forward-thinking organization. Committed to leveraging skills and abilities to drive performance development, enhance learning experiences, and contribute to organizational success through innovative and effective learning solutions.
Overview
18
18
years of professional experience
Work History
Learning Designer (Interim)
Manulife Wealth & Asset Management
07.2022 - Current
- Designed, developed, and delivered effective learning experiences tailored to meet the diverse needs of learners and align with organizational goals.
- Created engaging, learner-centered instructional materials, including e-learning modules, instructor-led training guides, job aids, and assessments.
- Applied adult learning principles and instructional design methodologies (e.g., ADDIE, Bloom's Taxonomy) to create impactful training programs.
- Aligned learning objectives with organizational goals and performance outcomes to ensure relevance and effectiveness.
- Conducted comprehensive training needs assessments to identify gaps in skills or knowledge and recommended targeted learning solutions.
- Collaborated with stakeholders to determine learning requirements and desired outcomes, ensuring alignment with business objectives.
- Designed high-quality course materials, multimedia elements (videos, infographics, animations), and interactive activities that enhanced learning retention and engagement.
- Utilized advanced learning tools such as Articulate Storyline, Camtasia, and Rise 360 to create interactive and dynamic content.
- Managed timelines and resources for learning projects/task, ensuring timely delivery and optimal use of resources
- Coordinated with cross-functional teams, including SMEs, designers, and developers, to deliver high-quality learning solutions.
- Incorporated innovative methods like gamification, micro-learning, and scenario-based learning into course designs to enhance learner engagement and motivation.
- Committed to ensuring learning programs were inclusive, accessible, and met organizational diversity and inclusion standards.
- Administered Axonify platform, including adding new users and uploading new content, to support continuous learning and development.
Learning Facilitator
Manulife Wealth & Asset Management
06.2015 - Current
- Deliver virtual learning to New Hires and cross-trained extensive Mutual Funds complex transactions to existing staff.
- Manage and control virtual learning for small to large participants from various locations.
- Create and maintain variety of training documents and aids for new and existing staff.
- Evaluates, edit, and design training materials on steady state, new projects and initiatives including training customization for existing staff knowledge improvement.
- Create learning objectives and measures to deliver knowledge transfer.
- Diagnose and recommend training solutions based on business objectives and initiative.
- Proposing changes to training and project timelines and content for internal clients based on changing business needs.
- Identify and implement training curricula improvements and documentation based on best practices initiatives to increase effectiveness of newly hired and cross-trained employees that will meet and/or exceed company's business partner(s) expectations.
- Conduct training that aligns with business needs and provide employees with logical sequence of learning progression to meet or exceed Quality Control expectations.
- Responsible for employee coaching, assessment, and performance monitoring to measure program success and ensure learning transfer.
- Provide performance feedback to business partners to effectively address learners' needs.
- Responsible for creating and updating mutual funds Eureka/Sharepoint procedure documentation to align business policies and processes.
- Facilitated in person training of Manulife Mutual Funds, Orion Project in Manila office and successfully transitioned transactional/service roles to 8 mutual funds Admin staff.
- Provided strategic input and delivered virtual mutual funds administration processing training for 15 GenPact Admin staff.
- Developed and delivered Head Office Online Transactions - segregated funds processing training curriculums and focus on incorporating Head Office Online Transactions into business-as-usual steady state training
- Enhanced learner engagement by incorporating interactive activities and real-world examples into lesson plans.
Mutual Funds Processor
Manulife Investments
01.2007 - 06.2015
- Accurately processed and reviewed trade corrections, redemptions, purchases, systematic orders, and non-financial update requests according to company policies, procedures, and deadlines, maintaining high standards of accuracy and compliance.
- Performed peer-to-peer Quality Control on trades processed, ensuring error-free transactions and adherence to quality standards.
- Handled and resolved financial and non-financial Not in Good Order requests, effectively communicating with dealers or advisors verbally and in writing.
- Actively listened to customers, addressing concerns quickly and escalating major issues to supervisors for prompt resolution.
- Served as subject matter expert, ensuring all outstanding requirements were followed up and prioritized to maintain strong company and client relationships.
- Efficiently resolved email inquiries from internal departments, maintaining professionalism and responsiveness.
- Reviewed and processed several Registered Education Savings Plan (RESP) transaction requests on client accounts accurately and timely, fostering positive client relationships.
- Administered RESP CESG Incoming files, ensuring correct information was reported to Employment and Social Development Canada (ESDC).
- Participated in internal department focus groups to improve company service and communication to internal and external clients.
- Challenged existing processes and provided alternate solutions, resulting in increased efficiencies and process improvements.
- Engaged in continuous improvement activities, generating suggestions, and participating in problem-solving to support teamwork and innovation.
- Accountable for daily or monthly FundServ Rejected Transactions, FundServ N$M Settlement, Force Settlement, and internal rejected systematic orders reports, ensuring accuracy and timeliness.
- Utilized strong analytical skills to identify potential risks or discrepancies within processed documents quickly.
- Indexed incoming faxes to appropriate work queues for client requests, ensuring timely processing by the Administration team..
- Managed multiple priorities simultaneously, maintaining organization even during peak periods.
- Demonstrated flexibility when adapting to new processes or guidelines while maintaining consistently high levels of productivity.
Education
Canadian Investment Funds Operations Course -
IFSE
Highschool Diploma -
Skills
- Training and Mentoring
- Curriculum Development
- Design Process Understanding
- Processes and Procedures
- Training and Demonstration Development
- Risk Management Processes and Analysis
Job Skills and Qualifications
- Demonstrates a high standard of professionalism, integrity, and trustworthiness in all interactions and responsibilities.
- Exhibits exceptional organizational and time-management skills, ensuring efficient workflow and prioritization of tasks.
- Quick to learn new concepts and technologies, highly task-oriented, and capable of working with minimal supervision.
- Proven self-starter who thrives both independently and in collaborative team environments.
- Possesses a strong understanding of Adult Learning Principles and effective classroom management techniques, enhancing the learning experience for adult learners.
- Skilled at identifying and selecting optimal curricula, developing comprehensive lesson plans, and aligning instructional strategies with current learning objectives and goals.
- Consistently produces high-quality results under pressure, meeting deadlines with a high degree of accuracy and meticulous attention to detail.
- An effective planner and problem-solver with strong analytical abilities, demonstrating sound judgment and a commitment to continuous improvement in all endeavors.
Languages
English
Timeline
Learning Designer (Interim)
Manulife Wealth & Asset Management
07.2022 - Current
Learning Facilitator
Manulife Wealth & Asset Management
06.2015 - Current
Mutual Funds Processor
Manulife Investments
01.2007 - 06.2015
Canadian Investment Funds Operations Course -
IFSE
Highschool Diploma -
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