This project involved designing an infographic and job aid focused on effectively incorporating AI into instructional material development while adhering to the style guide of Intuit, a company known for its tax filing services, personal credit advice, and financial solutions. The infographic detailed methods for integrating AI into instructional design, emphasizing ethical and responsible practices. […]
The Performance improvement campaign proposed four non-instructional interventions that assist credit analysts at different levels of their performance phases. Among those interventions was a job aid in the name of ToolKit Library. This library serves as a centralized repository of resources for preparing a complete and consistent credit assessment memo (CAM) for diverse financing transactions […]
In response to challenges faced by the Heads of the Corporate Credit and Credit Risk Departments at First Local Bank in making informed decisions on credit proposals due to incomplete, irrelevant, and inconsistent data which resulted in increased non-performing loans which subsequently resulted in incurring financial losses, the First Local Bank initiated a project aimed […]
The first part of this report constitutes two subsections. The first section reflects the background whereby it highlights the purpose of the project and the personnel whose performance is the subject of the project. The second section describes in detail the research approach adopted in analyzing the performance of personnel subject to the assessment. […]
Purpose of the workshop The purpose of this training is to emphasize the importance of accurately completing a Credit Assessment Memo (CAM), which is crucial for enabling senior credit management to make well-informed decisions. Specifically, you will be able to distinguish the structure of a comprehensive CAM, identify its key sections, and discover the necessary […]
The First Local Bank has initiated a project to develop a brief 30-minute in-class training program for senior and junior credit analysts working within corporate and SME departments. The primary objective of this program is to equip credit analysts, who possess diverse levels of experience, with the necessary skills to efficiently and consistently fill out […]
The purpose of this project is to train corporate and SME credit analysts to properly fill out a systematized and consistent credit assessment memo (CAM). In order to do this, credit analysts should understand the importance and value of a CAM in the decision-making process and how this task should be ideally performed. Restate the […]
