Summary
Overview
Work History
Education
Skills
Timeline
Generic

Donna Upton

Whangarei

Summary

Dynamic National Training Coordinator at Northtec with a proven track record in developing tailored training solutions and fostering a culture of continuous learning. Expert in stakeholder management and virtual training, I successfully streamlined onboarding processes, enhancing productivity and engagement while reducing costs through strategic vendor negotiations.

Overview

20
20
years of professional experience

Work History

National Training Coordinator

Northtec
10.2021 - Current
  • Maintained accurate records of student participation in training courses, tracking progress towards learning objectives.
  • Collaborated with department managers to design customized training plans aligned with industry goals.
  • Coordinated logistics for training courses, including scheduling facilities, securing necessary equipment, and managing student registration.
  • Coordinated engaging instructional materials, including presentations, handouts, and interactive activities.
  • Evaluated the effectiveness of training initiatives, making adjustments as needed to optimize results.
  • Facilitated communication between trainers and students before and after sessions to ensure clear expectations and follow-up support were provided as needed.
  • Streamlined enrolment processes for new hires, resulting in reduced time to full productivity.
  • Partnered with external vendors to source specialized training content or services when required by organizational needs or strategic priorities.
  • Cultivated strong relationships with stakeholders at all levels of the industry training, fostering trust and collaboration in support of shared learning objectives.
  • Streamlined training logistics, from scheduling to resource allocation, ensuring efficient use of time and materials.
  • Improved training outcomes with introduction of competency-based assessments, ensuring that training objectives were met.
  • Increased training session attendance, actively promoting sessions through engaging communications and scheduling flexibility.
  • Streamlined certification process for industry-specific training, reducing time to certification for participants.
  • Coordinated with subject matter experts to ensure training content was accurate, relevant, and up-to-date, improving course effectiveness.
  • Tailored training methods to suit remote work environments, enhancing participation and knowledge retention among virtual teams.
  • Facilitated virtual, in-person and blended learning sessions.

Senior Finance Officer

Rabobank New Zealand Limited
05.2005 - 06.2020
  • Mentored junior finance staff members, fostering a culture of continuous learning within the department.
  • Established and maintained strong relationships with customers.
  • Represented organization at industry conferences and events.
  • Supported Managers across all areas of customer analysis and on-boarding.
  • Credit writing
  • Financials analysis
  • Conducted AML and on-boarding processes
  • Worked closely with relationship managers to proactively identify potential issues or concerns impacting client accounts.
  • Played a key role in developing innovative solutions for clients facing challenging financial situations or seeking new growth opportunities.
  • Provided exceptional customer service, addressing inquiries promptly and maintaining strong relationships with key clients.
  • Opened new accounts and made changes to existing accounts.
  • Presented products and services to customers using in-depth knowledge to answer questions.
  • Participated in client meetings to discuss financial needs and goals.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
  • Exceeded performance metrics consistently, earning recognition as a top performer within the team.

Education

High School Diploma -

Whangarei Girls High School
Whangarei, NZ

Skills

  • Verbal and written communication
  • Coaching and mentoring
  • Virtual training
  • Presentation
  • Training delivery
  • Schedule management
  • Course material creation
  • Feedback collection
  • Program implementation
  • E-learning platforms
  • Stakeholder management
  • Training solutions development
  • Training logistics

Timeline

National Training Coordinator

Northtec
10.2021 - Current

Senior Finance Officer

Rabobank New Zealand Limited
05.2005 - 06.2020

High School Diploma -

Whangarei Girls High School
Donna Upton