Josette M Mancini

Davita Kidney Care – Instructional Designer

• Designed and developed highly interactive eLearning courses using the ADDIE model, incorporating realistic software simulations and scenario-based learning.
• Built advanced Articulate Storyline modules with embedded AI tools, creating dynamic, hands-on training experiences for complex enterprise systems.
• Produced software simulation videos and demos using Camtasia, replicating real user workflows and system interactions.
• Created engaging visual and animated learning assets using Vyond and Adobe Creative Cloud to enhance learner engagement and comprehension.
• Developed training for proprietary systems including Schedule Hub and CX1/telephony platforms, translating complex workflows into clear instructional content.
• Collaborated closely with subject matter experts to review, validate, and recreate system demonstrations, ensuring technical accuracy and usability.
• Led iterative design improvements by incorporating SME feedback and refining demos, screenshots, and instructional flows.
• Managed course development and release workflows using ClickUp, tracking progress across SME review, QA, and LMS deployment stages.
• Published and prepared SCORM-compliant courses for LMS delivery, supporting pilot testing and production rollout processes.
• Supported cross-functional teams in a fast-paced environment, contributing to multiple concurrent projects and meeting tight delivery timelines.

Fannie Mae - Instructional Designer – Marketing & Customer Education

• Designed and developed interactive eLearning modules using Articulate Storyline 360 and Rise 360, applying the ADDIE instructional design model to analyze business requirements, design learning objectives, develop scenario-based training, and evaluate learner outcomes.
• Collaborated with SMEs to translate complex financial and regulatory topics into engaging Storyline simulations, knowledge checks, and interactive learning experiences.
• Designed and developed AI-enabled learning experiences and scenario-based simulations to support lender education on Fannie Mae products and platforms, enabling learners to practice real-world decision-making in risk-free environments.
• Integrated generative AI tools and Copilot-supported workflows into instructional design processes to accelerate content development, reduce compliance course production timelines by approximately 40%, and enable scalable, high-quality learning delivery.
• Led enterprise learning initiatives as both Instructional Designer and Project Manager, applying Agile methodologies to deliver digital learning programs supporting more than 10,000 external learners.
• Partnered with learning technology and business stakeholders to evaluate and optimize the enterprise learning ecosystem, including LMS integrations, digital learning tools, analytics capabilities, and reporting frameworks.
• Contributed to discussions on learning technology strategy and platform optimization, including content standards, metadata tagging, scalable content deployment, and digital asset lifecycle management.
• Leveraged AI-enabled tools and automation to improve learning development workflows while supporting responsible AI practices related to data privacy, governance, and ethical content generation.
• Developed structured learning journeys, microlearning modules, and AI-focused enablement content demonstrating how instructional designers could operationalize AI in daily learning development workflows.
• Created and managed SharePoint-based collaboration environments, including instructional design templates, documentation libraries, governance resources, centralized learning repositories, and collaborative workspaces for distributed teams.
• Produced interactive job aids and performance support resources using Adobe RoboHelp to enable just-in-time learning and improve learner self-sufficiency.
• Partnered with SMEs, HR leaders, and executive stakeholders to align learning programs with enterprise strategy, talent development initiatives, and employee performance management processes supported through SAP SuccessFactors.
• Delivered executive presentations, program roadmaps, and learning impact metrics to senior leadership, supporting data-informed decision making and continuous improvement of enterprise learning initiatives.

Uber Technologies (Short contract through Aptara)

Instructional Designer

• Utilized Articulate Storyline and Rise to create 12 E-Learning templates to be used throughout the entire organization.
• Developed 3 Customer Service modules using a combination of Synthesia avatars, Camtasia and Storyline.
• Developed 2 product training courses on Uber’s Ride, Rent & Valet services.
• Created job aids in Google Slides & Canva to supplement the E-Learning modules.
• Assisted with internal audit processes and LMS inventory (Absorb LMS)

Elevance Health (Short contract through Clarity Consultants)

Instructional Designer

• Utilized Articulate Storyline and Rise to create 7 E-Learning modules on how to process insurance claims. This included micro-learning videos created in Camtasia as well as software simulations.
• Created job aids in Word to supplement the E-Learning modules.
• Utilized the Adobe Product Suite to create eye-catching graphics for the job aids as well as assets for the E-Learning modules.

NYLife Insurance (12-month contract through Eclaro)

Instructional Designer

• Met with Subject Matter Experts daily to consult on the best learning approach
• Utilized Articulate Storyline, Rise, The Training Arcade, and Captivate to create E-Learning modules on Term Life Insurance, Whole Life Insurance, Universal Insurance, The History of Insurance, The Customer Journey, and Compliance
• Created job aids in Word to supplement the E-Learning modules.
• Utilized the Adobe Product Suite to create eye-catching graphics for the job aids as well as assets for the E-Learning modules.

Strategic Financial Solutions

Instructional Designer

• Designed/developed/implemented 14 E-Learning modules on Salesforce conversion from Classic to Lightning. This training consisted of recorded demonstrations using Camtasia and simulations created in Storyline.
• Utilized Prosci ADKAR Change Management Model to support employees through changes in leadership and software applications such as Salesforce and Office 365.
• Designed/developed/implemented New Hire Orientation modules for Sales, Client Services, Litigation, and Negotiation departments using Storyline, Rise, Camtasia and Vyond
• Designed Legal and Compliance Training modules using Rise, Camtasia, and Storyblocks including own professional voiceover.

Sandata Technologies

Training Director of Customer Care

• Developed curriculum for all Customer Care Specialists
• Developed training modules on custom mobile applications for Home Health aides to log their tasks, Home Healthcare Agencies to manage administrative tasks (billing, payroll, compliance, HR)
• Utilized McKinsey 7S Model Change Management Model to support employees through transition to Zendesk helpdesk software.
• Utilized Camtasia, Captivate, Articulate Storyline, Rise and Zendesk
• Facilitated distance learning using Zoom
• Managed internal and external content in Zendesk

Citibank

Senior Learning Advisor US Commercial Bank

• Ongoing Performance Management Coaching
• Delivered robust learning programs inclusive of classroom, vertical and self-paced eLearning.
• Provided detailed Compliance and Risk Training to ensure training meets all regulatory requirements.
• Developed and implemented learning strategies for Global National Industries, Middle Market & Business Banking Relationship Managers, Commercial Lending & Product Manager as well as service teams in Business and Commercial Credit Service & Operations.
• Partnered with the Global Learning Management Systems team to manage course delivery and MIS. Consult with internal clients to understand business needs, defined audience, evaluated solutions, consulted on process improvement, enhanced visibility of training needs based on priorities and provided guidance to relay training capabilities to business partners. Training support included 40+ software applications. U/X design and UAT involvement on 20+ custom applications including Salesforce and SAP
• Tailored product training to include procedures and policies related to service transactions for all liability, cash and treasury, and asset commercial banking products.
• SaaS experience: Created, customized, tested, and trained on proprietary risk management applications.
• Developed a New Hire Orientation program in Brainshark which included video and interactive slides with audio.
• Project Manager on many deliverables
• Managed 3rd Party Vendor Relationships.

Citibank

Applications Trainer - Contractor through Experis

• Developed and delivered webinars via Webex Meeting Center offered to a global audience on all Risk Management/Information Security and Continuity of Business applications fundamental for Citi meeting regulatory, legal, and policy requirements.
• U/X design and UAT involvement on 5 custom applications
• Utilized eLearning authoring tools such as Camtasia, Captivate, and Articulate

JMD Consulting

President (Self-Employed)

• Owned and operated an eLearning, Marketing and Communications Company specializing in the Financial Services Industry. Clients include Capital One Bank, Baker Communications, Pulse Learning, and Brainshark
• Developed and conducted highly interactive sales training via webcast and live for Capital One Bank’s associates
• Contract trainer for Baker Communications on various Sales Training Modules
• Developed Facilitator Guides for Bank of America’s Overdraft Collection Training
• Developed Training on Wolters Kluwer’s Accounting Research Manager and AnswerConnect
• Developed Training on Electronic Visit Verification Systems for Home Health Aides.
• Developed eLearning content for Brainshark on how their eLearning/communications tool can be integrated with other authoring tools such as Camtasia and Captivate. Provided consulting on eLearning development best practices
• Compose, and record music for client marketing presentations.

American Express Tax & Business Services / RSM McGladrey (acquisition 8/05)

Supervisor of Training/Applications Trainer

• Collaborated with national curriculum advisory teams to ensure the training curriculum paralleled the business needs of the organization.
• Monitored results of employee progress and maintained records of training attendance to determine program effectiveness.
• Developed a New Hire Orientation program in Brainshark which included video and interactive slides with audio.
• Utilized Brainshark for over 40 accounting software demo videos followed by assessments.
• Ongoing Performance Management Coaching
• Conducted and developed training sessions such as employee orientation, beginning and advanced technology tool techniques (Lotus Notes, MS Office 2007, QuickBooks, Quicken, ERP Systems such as SAP, Sage, Go Audit, BNA Tax Planner, IDEA, ACL, CCH, XCM, Thomson Products, Wolters Klewer Products, Practice Management Systems, Engagement Manager, Digital Office Tax Tools, Auditor Assistant, Help Desk Management Software, HR Admin PeopleSoft Applications) and general instructional sessions
• Maintained records and prepared statistical analyses to evaluate performance of instructors and monitored progress of trainees, Prepared and monitored training budgets
• Maintained an online library of educational materials and access to training schedules.
• Conducted training sessions via WebEx and MS Live Meeting, developed online tutorials and determined other ways to manage distance learning.
• Identified organization's strengths and weaknesses and suggested areas of improvement.
• Reviewed and edited requirements, specifications, business processes and recommendations related to proposed solution.
• SaaS experience: Created, customized, tested, and trained on proprietary time, expense and billing applications.
• U/X design and UAT involvement on 10+ custom applications. Assisted in developing functional specifications and system design specifications for client engagements.
• Ensured issues were identified, tracked, reported on and resolved in a timely manner.

Jefferies Financial

Learning Consultant – Contractor through Biz Information Systems (110 Hudson Street Jersey City, NJ)

• Led all global information technology learning initiatives for Jefferies Financial Group with a focus on mobile application training development
• Project Manager on all deliverables
• Developed training videos in Camtasia and user guides in PPT on Oracle HCM Cloud, Webex, Jabber, Windows 10, Remote Access, SAP systems.
• Created online learning portals using ServiceNow.
• Developed training videos and user guides on ServiceNow.

Union Bank (3 month contract through Rose International)

Instructional Designer

• Designed/developed/implemented 6 E-Learning modules on Salesforce functionality including opportunity conversions and knowledge management using Camtasia and Storyline.