Portfolio

Job Aids

Mortgage: HomeStyle Renovation Loans

Homestyle Renovation Loan Processing Job Aid document with logos of OneTrust Home Loans and CalCon Mutual Mortgage at the top, dated September 22, 2022, authored by Melody Pancheri, related to client management and loan processing.

Client: Processing Department at a mortgage company.

Problem: The HomeStyle Renovation Loan was re-introduced and needed a job aid to be written and training to be provided.

Solution/Background: I was assigned to process one of these loans and then requested by my manager to write the job aid and provide training. I researched the program, spoke to SMEs (sales - loan officers, construction team, underwriters), and put everything together in a job aid. I also put together a PowerPoint presentation that provided the step-by-step training. These two documents were sent out to the entire processing team after they were reviewed and approved by management.

Tools: Microsoft Word, PowerPoint, Microsoft Teams

Skills: Instructional Design, eLearning, Research, Working with subject matter experts (SMEs)

Highlights: HomeStyle Renovation Loans Job Aid

Cover page of a job aid document titled 'Homestyle Renovation Loan Processing Job Aid' by OneTrust and CalCon, last updated September 22, 2022.

Table of contents from a mortgage-related document, featuring logos for OneTrust Home Loans and CalCon Mutual Mortgage, and titled 'Job Aid'.

Job aid document for home renovation procedures from OneTrust and CalCon, including steps for processing loan files, verifying documents, and contractor information.

Screenshot of a document titled 'How To Complete Forms' from a loan agreement, with highlighted sections for 'month & day,' 'year,' 'All borrowers on loan,' and 'Date from Builder/Contractor Contract.'

A construction contract form with highlighted fields including loan number, borrower name, date, year, property address, work completion date, contract price, month and day, borrower signature, contractor signature, and contractor's license number.

Highlights: HomeStyle Renovation Loans PowerPoint

Document titled 'Homestyle Renovation Loan' with sections for forms and documents required, responsible party, and instructions on how to complete the forms, on a blue and black patterned background.

A list of responsibilities for completing various financial and construction forms, including details about processors, contractors, and underwriters.

Document titled 'HomeStyle Renovation Mortgage Payment Disclosure' with checkboxes and handwritten signatures for borrower and loan officer, related to mortgage payment agreement.

Mortgage: Funder & Closer Procedure

Cover page of a document titled 'Mortgage Funder Procedure Job Aid' from OneAmerican Mortgage, last updated July 2020, authored by Melody Pancheri.

Client: Funders and Doc Drawers (Closers) at a mortgage company that closed in summer 2021.

Problem: New and current Funders and Closers needed training quickly, however, all training was done by Microsoft Teams & phone without any written materials. Many team members needed written procedures in order to do their jobs properly.

Solution/Background: After I was promoted to Doc Drawer (Closer), I put together training materials and job aids detailing the procedures of each department. These documents were sent out to both the Funding and Closing departments.

Tools: Microsoft Word, Microsoft Teams

Skills: Instructional Design, eLearning, Research, SME (myself)

Highlights: Mortgage Funder Procedure Job Aid

Cover page of a document titled "Mortgage Funder Procedure Job Aid" by OneAmerican Mortgage, last updated July 2020, authored by Melody Pancheri.

Title page of a guidebook with the title 'Mortgage Funder Procedure Job Aid' and a table of contents listing topics related to mortgage funding processes.

A document titled "Definitions" listing terms related to mortgage and lending processes, such as Wet States, Dry States, WVOE, VVOE, Closing Disclosure, Wholesale Loans, Retail Loans, Hazard Insurance, and Escrow, with their respective definitions.

Guide with instructions for handling files in Encompass, including steps for when files are assigned or reviewed.

Screenshot of a document titled 'Sending Out Conditions' with instructions for review, receiving, and balancing a CD, including steps like logging, checking boxes, responding to emails, and verifying information.

Digital illustration of e-learning concepts including laptops, tablets, and smartphones displaying educational content, a graduation cap, and various learning icons.

eLearning: Rise

Top view of a cluttered desk with a sheet of paper showing six hand-drawn sketches, a pen, a crumpled tissue, a cup of coffee, a smartphone, a pencil, a yellow notepad, and a small calendar.

Storyboards & Design Documents

Illustration of people around a large computer monitor with a play button, books, a keyboard, gears, light bulbs, and question marks, depicting online learning and knowledge sharing.

Videos

Digital illustration of e-learning, featuring laptops, tablets, and smartphones with educational icons such as books, question marks, a magnifying glass, a test paper, and a certificate.

eLearning: Storyline