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Monika Coleman


9 years of experience relationship building with employees throughout all levels of the
organization at financial services company.
Highly competent in Microsoft Office suite, specifically with Word, PowerPoint and Excel.
Effective communication skills and impeccable attention to detail.
Self-starter and independently motivated.
Hard working and independent, but works well on teams.
Experienced in event planning, organization, and execution.

Regis University
M.S., Adult Education and Training, College of Professional Studies, expected graduation 2018
Courses taken in Survey of Adult Education and Training.
University of Denver
Denver, CO
M.B.A., Values Based Leadership, Daniels College of Business, GPA 3.51
Courses taken in Leadership, Teams and Values; Strategic Corporate Citizenship; Accounting and
Finance; Strategic Marketing; Corporate Governance; Management.
Conducted strategic business analysis of a major corporation and developed an approach for
improvement and future marketing. Edited and restructured final written business plan and
compiled for the team of individuals involved in this project for a polished final product.
B.A., Vocal Music Performance, Lamont School of Music, Minor Business, GPA 3.67
Courses taken in Music history, Voice lessons, Music Theory, Chorale.
Financial Services Company
Greenwood Village, CO
Training Specialist
Coordinates all efforts relating to 17 day training program for Participant Services Call Center,
including materials set up, calendar coordination, class preparation, review and evaluation of
materials, follow up coaching, and full facilitation of class to 15-30 representatives per year.
Works in tandem with team members to develop and facilitate management training sessions, such
as the Coaching EDGE and Discover Your Strengths. Tracks Level 1 Evaluations for all team
classes. Reformatted Level 1 Evaluation tracking methodology, increasing team efficiency and
reporting capabilities.
Assists Learning and OD manager in providing key insights on different aspects of the business,
coordinating key players for projects, and supporting manager in orienting new team members.
Has been instrumental in the redevelopment of Corporate New Hire Orientation. Coordinates
multiple presenters, manager pick up of new employees, catering orders, resource booking,
materials set up, and facilitation of all segments of orientation, including knowledge of all
materials presented in case SMEs are unavailable.
Handles logistics for team, including preparation of materials for facilitator led classes, sending
marketing emails out to managers companywide to gauge interest and promote management
classes. Completes set up of courses in TMS, writing and submitting information on classes for
HR updates, roster management, and materials ordering.
Carefully evaluates marketings requirements for internal and external communications and has
become team expert in what is considered acceptable and evaluates current materials to ensure
they are in compliance with marketing standards.
Assistant Manager, Callback/Assist Team

Managed a team of 14 Senior Retirement Plan Specialists between 3 locations.

Responsible for training team in successfully using all resources to aid in answering Participant
Service Representatives phone calls.
Delivered biweekly One-on-One Coaching sessions with individual representatives.

Worked directly with the training department and Participant Services Management to implement
new programs and improve relationships between Assist Team and Participant Services
Representatives, including the Assist Calls of Concern Log, Job Shadowing between Call Center
Representatives and Assist members, and frequently soliciting feedback from the Call Center on
how to improve the Assist function.
Involved in Accountability meetings with Operational department managers to improve processing
procedures to best benefit both internal and external clients.
Senior Retirement Plan Specialist
Assists Client Service representatives in their questions on calls with participants, explaining and
training them on systems and how to better answer their calls.
Improves efficiency for management by tracking team training events, Overtime, and meetings in
a self-created spreadsheet.
Created and revised various Power Point presentations for New Hires and training purposes.
Offers assistance to client service call center by working Overtime when needed.
Diversified Financial Concepts
Centennial, CO
Financial Planner/Investment Professional
Produced over $10,000 in gross revenue in first month of business.
Assisted in managerial duties, such as interviewing and training.
06/05-09/05, 04/06
Lakeshore Staffing Company
Denver, CO
Temp Worker
Increased efficiency for CB Richard Ellis by completing online research and creating company
profiles for their customers within the Salesforce software system.
Input approximately 1,000 loans per month for Guardian Mortgage Documents.
Guardian Mortgage Services
Lakewood, CO
Loan Closer
Created loan closing packages for customers around the US, maintaining contact with loan officers
and brokers via telecommunication on a daily basis.
Processed approximately 50 loans per month, ensuring that all documentation was correct.
Promoted from loan production to closer within three months of entrance into company.
Employee Wellness Committee, Financial Services Company, 2012-current, Secretary and Event
Coordinator. Records meeting notes, organizes wellness centric events, plans meetings and
Cherry Creek Chorale, 2014-present, Financial Committee member and Chorale Member.
Assists with approving budgets and ensuring other committees are within standards.
Graduates Involved in Volunteer Efforts, 2005-2006, Vice President, Communications Chair
and Volunteer. Responsible for organizing volunteer events and coordinating teams of graduate
students to participate.
Delta Zeta Sorority, 2002-2005, Historian, New Member Education Assistant, Philanthropy
Chair, Rho Gamma Leadership Team, Sorority Member.
Lamont Chorale, 2002-2005, Historian and Member. Leadership team member; organized details
of sectionals, retreats and other group events.