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Jason C.

Jason C.

Finance & Operations AI Trainer

USA flagTampa, Usa

Key Skills

Software

Don't disclose

Top Subject Matter

Employee training, instructional design, performance evaluation
Consumer credit, change management, financial operations training
Sales training, business development, client relationship management

Top Data Types

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Top Task Types

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Freelancer Overview

Jason is a training operations professional with 26+ years of experience in financial services, process improvement, and team development. As a Remote Trainer at FIS and former Unit Manager at Capital One, he has extensive experience evaluating performance, providing structured feedback, and ensuring quality standards — skills that transfer directly to AI training and evaluation work. He holds a BBA from Penn State University.

Labeling Experience

Trainer, Fidelity Information Services (FIS) — Remote

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Developed and delivered onboarding and ongoing training, then assessed learner performance to refine training approaches. Used feedback and performance tracking to evaluate effectiveness of training content and coaching sessions. • Created instructional materials and training sessions to support knowledge retention. • Provided continuous coaching and mentoring to improve efficiency and productivity. • Collaborated with leadership to assess training needs and implement process improvements. • Ran assessments and used feedback/performance tracking to improve training programs.

2022 - Present

Unit Manager Consumer Credit, Capital One — Remote

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Led transformation and change-management initiatives while coaching and supporting new hires during operational ramp-up. Provided guidance through nesting and early production period to ensure successful adoption of processes and compliance. • Supported new hires during nesting and continued coaching once in production. • Advised teams across inbound and outbound payment channels to drive alignment. • Oversaw delivery of complex transformation initiatives with a team of change leads. • Ensured adherence to company guidelines, standards, and applicable regulations.

2013 - 2022

Senior Trade Broker, Pittsburgh Trade Alliance — Pittsburgh, PA

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Contributed to sales process implementation and delivered sales training to improve team performance. Conducted training programs and supported quarterly quota development through ongoing guidance and mentoring. • Built client relationships and mentored new business development in the corporate sector. • Worked with industry leaders to facilitate transactions and optimize opportunities. • Delivered sales training programs to strengthen performance. • Supported implementation of the sales process and quarterly quota development.

2001 - 2013

Education

P

Penn State University

Bachelor of Business Administration, Business Administration

Bachelor of Business Administration
1995 - 1999
L

Liberty University

N/A, N/A

N/A
1999

Work History

F

Fidelity Information Services

Trainer

N/A
2022 - Present
C

Capital One

Unit Manager, Consumer Credit

N/A
2013 - 2022