Lisa Tulchin

Trainer & Instructional Designer / Freelance editor and translator

San Francisco Bay Area

Current
  • Application Trainer at CallWave, Inc
  • Sr. Training Specialist / Mortgage Performance Consultant at Wachovia Mortgage, FSB
  • Freelance editor and translator at Nutmeg Business Solutions
Past
  • Editorial Assistant, Executive Assistant at Lynne Rienner Publishers
  • PC Trainer at World Savings
  • Library Technician at Library of Congress
Education
  • ASTD Golden Gate Chapter
  • Emory University
  • Vassar College
  • Oakham School
  • Durham Academy
Connections
74 connections
Industry
Professional Training & Coaching
Websites

Lisa Tulchin’s Summary

I am both an experienced training specialist who creates a dynamic classroom and a seasoned instructional designer who develops curricula and classes and easy to follow instructional materials and job aids. I get very high reviews when I train because I can work successfully with people who have differing skill levels, from beginner to advanced. My training materials also gain stellar reviews, because my goal is to create a practical document that focuses on real world skills rather than the fancy bells and whistles.

In my working life I have gained solid project management skills as well as familiarity with writing and editing techniques that can easily cross disciplines. My most recent job focused on the lending industry, but I have worked with academics, lawyers, and public policy makers.

Lisa Tulchin’s Specialties:

technical training, performance-based training, coaching, creating documentation, instructional design, developing a project plan, change management, adapting to new technology and being able to break processes down to pass on knowledge to others.


Lisa Tulchin’s Experience

  • Application Trainer

    CallWave, Inc

    (Professional Training & Coaching industry)

    2008Present (less than a year)

    • Outline and design training courses.
    • Design and then create meaningful instructional materials for all training delivered in person.
    • Design and then create online training classes.
    • Deliver training to clients of all skill levels in the classroom, one-on-one, or virtually.
    • Partner with marketing and sales and to develop technical learning objectives and requirements.
    • Provide internal training as required.

  • Sr. Training Specialist / Mortgage Performance Consultant

    Wachovia Mortgage, FSB

    (Public Company; 10,001 or more employees; WB; Banking industry)

    September 2006Present (2 years 2 months)

    Sr. Training Specialist
    • Partnered with field-based leadership to develop technical learning objectives and requirements.
    • Outlined and designed 2 curricula of related courses, and stand-alone courses on an ad hoc basis.
    • Created training materials and job aids for training delivered by department.
    • Delivered training in the classroom or one-on-one, troubleshooting computers as needs arose during field training.
    • Provided Tier II technical support as part of department’s Help Desk.
    • Became departmental Subject Matter Expert, testing and learning about all new software or upgrades in order to lead change.
    • Coached field employees on a variety of topics.

    Mortgage Performance Consultant:
    • Developed a training agenda that would meet learning objectives.
    • Designed and then created meaningful instructional materials to accompany the agenda.
    • Developed project training schedule.
    • Delivered training to originators and leaders of all skill levels.

  • Freelance editor and translator

    Nutmeg Business Solutions

    (Writing and Editing industry)

    2000Present (8 years)

    Founder and sole employee. Current clients:

    • Lawriters—a program that works with attorneys to improve their legal writing skills. As a field editor, this includes working with briefs, memos, and letters.
    • Woodrow Wilson International Center for Scholars, Latin American Program—copyedit and translate articles and chapters from Spanish and Portuguese into English. Using Quark Xpress and PageMaker, prepare books and newsletters for publication.
    • Social Enterprise Associates—Maintain web site using Dreamweaver and Coda and desktop publish using Adobe Photoshop and Illustrator as required.

  • Editorial Assistant, Executive Assistant

    Lynne Rienner Publishers

    (Publishing industry)

    August 2003August 2006 (3 years 1 month)

    Lynne Rienner Publishers (LRP) is an independent academic publisher. Collaborated with Lynne to recruit publishing projects from scholars around the world. Helped guide projects from proposal to book, liaising with other departments as needed. In addition:

    • Negotiated 30-40 translation and English-language reprint deals annually, including contracts.
    • Attended conferences (African Studies and Latin American Studies) to staff LRP booth, this included selling books and recruiting new publishing projects.

  • PC Trainer

    World Savings

    (Public Company; 10,001 or more employees; GDW; Banking industry)

    June 2002July 2003 (1 year 2 months)

    Project ensured all loan field employees had a minimum level of technical ability, which allowed WS&L to successfully deploy a new loan origination system across North America.

    • Created training materials, including two instructor manuals and web-based post-training exercises, in one month.
    • Developed technical skills assessment to judge training needs of field employees.
    • Facilitated initial Train the Trainer session and then provided direction and leadership to 15 field trainers in 12 states, including coordinating training logistics for 17 sites in assigned territory.
    • Delivered training to a minimum of 1000 employees, including some with no PC experience.
    • Acted as UAT tester of ALPS while in development and helped create training documentation.

  • Library Technician

    Library of Congress

    (Government Agency; 1001-5000 employees; Libraries industry)

    August 1991August 1993 (2 years 1 month)

    The Hispanic Division is a research department at the Library. The collection and outreach focuses on any where in the world where Spanish or Portuguese is written or spoken.

    • Planned and organized 3-4 special events each quarter for division outreach to community.
    • Led tours of special exhibits at library in English and Spanish for VIP guests
    • Created Hispanic serial acquisitions database, which saved money by allowing area specialists to speed up their decision process and eliminating duplication in the collections.


Lisa Tulchin’s Education

  • ASTD Golden Gate Chapter

    certification, Adult Learning, 20022002

  • Emory University

    MA, Art History, 19931997

    Major field of study Art of the Ancient Americas, with focus on the transition to the Spanish colonial period.

    Delivered "Food for Thought" lectures at museum. co-taught "Intro to Art History" and acted as adjunct professor at Spellman college during this period.

  • Vassar College

    19871991

    major field of study Latin American Studies. Junior year abroad in Argentina studying at the Universidad de Belgrano.

  • Oakham School

    A-Level, English, History, O-level in Spanish, 19861987

  • Durham Academy


Additional Information

Lisa Tulchin’s Websites:

Lisa Tulchin’s Interests:

research, adult learning, elearning, new training technology, reading, knitting, crocheting, snowboarding, hiking (rural and urban), biking, gardening

Lisa Tulchin’s Groups:

ASTD Golden Gate Chapter, RMPPTG (www.rmppg.org), AAVC, LASA

  •    eOffice
  •    ASTD National
  •    Vassar College Alumnae/i
  •    Alumnae & Alumni of Vassar College
  •    Wachovia Employees & Alumni
  •    Training Professionals
  •    Emory Graduate School Alumni
  •    RMPPG
  •    World Savings Alumni

Lisa Tulchin’s Contact Settings

Interested In:

  • career opportunities
  • consulting offers
  • job inquiries
  • expertise requests
  • reference requests
  • getting back in touch

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