I am a Senior Instructional Designer, Learning Strategist, Project Manager, and AI-enabled learning expert with more than 20 years of experience designing and delivering enterprise-scale learning solutions across financial services, healthcare, insurance, and technology organizations. I specialize in translating complex systems, regulatory requirements, and business processes into clear, engaging, learner-centered experiences that drive adoption, performance, and compliance. Throughout my career, I have led national and global learning initiatives for organizations including Fannie Mae, Citibank, Navy Federal Credit Union, New York Life, Elevance Health, Union Bank, Strategic Financial Solutions, Sandata Technologies, Jefferies Financial Group, and American Express. My work spans public-facing customer education delivered to more than 10,000 learners, executive and systems training, compliance and risk programs, and multi-department onboarding at enterprise scale. I bring deep expertise in scenario-based eLearning, simulations, and performance support using tools such as Articulate Storyline and Rise, Camtasia, Vyond, Adobe RoboHelp, and the Adobe Creative Suite. I am recognized for my early and effective adoption of AI in learning design, leveraging tools like ChatGPT, Jasper, Synthesia, and generative media platforms to accelerate development cycles, improve content quality, and scale learning programs efficiently. At Fannie Mae, I integrated AI-enhanced workflows that reduced compliance course development time by 40% while maintaining accuracy and regulatory alignment. In addition to hands-on design, I serve as a trusted partner to executives, SMEs, and cross-functional teams, applying Agile methodologies and formal change management models such as Prosci ADKAR and McKinsey 7S to support major system implementations, organizational transitions, and enterprise transformations. I bring extensive experience in virtual facilitation, curriculum ownership, LMS and LXP ecosystems, accessibility (508/WCAG compliance), and UX-informed learning design. I hold a Bachelor of Science in Education from SUNY Cortland and began my career as a New York State–certified elementary school teacher, grounding my work in strong pedagogical principles. Today, I am known for combining instructional rigor with modern technology, strategic thinking, and a collaborative consulting approach to help organizations learn, adapt, and perform in complex environments.

Josette M Mancini

I am a Senior Instructional Designer, Learning Strategist, Project Manager, and AI-enabled learning expert with more than 20 years of experience designing and delivering enterprise-scale learning solutions across financial services, healthcare, insurance, and technology organizations. I specialize in translating complex systems, regulatory requirements, and business processes into clear, engaging, learner-centered experiences that drive adoption, performance, and compliance. Throughout my career, I have led national and global learning initiatives for organizations including Fannie Mae, Citibank, Navy Federal Credit Union, New York Life, Elevance Health, Union Bank, Strategic Financial Solutions, Sandata Technologies, Jefferies Financial Group, and American Express. My work spans public-facing customer education delivered to more than 10,000 learners, executive and systems training, compliance and risk programs, and multi-department onboarding at enterprise scale. I bring deep expertise in scenario-based eLearning, simulations, and performance support using tools such as Articulate Storyline and Rise, Camtasia, Vyond, Adobe RoboHelp, and the Adobe Creative Suite. I am recognized for my early and effective adoption of AI in learning design, leveraging tools like ChatGPT, Jasper, Synthesia, and generative media platforms to accelerate development cycles, improve content quality, and scale learning programs efficiently. At Fannie Mae, I integrated AI-enhanced workflows that reduced compliance course development time by 40% while maintaining accuracy and regulatory alignment. In addition to hands-on design, I serve as a trusted partner to executives, SMEs, and cross-functional teams, applying Agile methodologies and formal change management models such as Prosci ADKAR and McKinsey 7S to support major system implementations, organizational transitions, and enterprise transformations. I bring extensive experience in virtual facilitation, curriculum ownership, LMS and LXP ecosystems, accessibility (508/WCAG compliance), and UX-informed learning design. I hold a Bachelor of Science in Education from SUNY Cortland and began my career as a New York State–certified elementary school teacher, grounding my work in strong pedagogical principles. Today, I am known for combining instructional rigor with modern technology, strategic thinking, and a collaborative consulting approach to help organizations learn, adapt, and perform in complex environments.

Available to hire

I am a Senior Instructional Designer, Learning Strategist, Project Manager, and AI-enabled learning expert with more than 20 years of experience designing and delivering enterprise-scale learning solutions across financial services, healthcare, insurance, and technology organizations. I specialize in translating complex systems, regulatory requirements, and business processes into clear, engaging, learner-centered experiences that drive adoption, performance, and compliance.

Throughout my career, I have led national and global learning initiatives for organizations including Fannie Mae, Citibank, Navy Federal Credit Union, New York Life, Elevance Health, Union Bank, Strategic Financial Solutions, Sandata Technologies, Jefferies Financial Group, and American Express. My work spans public-facing customer education delivered to more than 10,000 learners, executive and systems training, compliance and risk programs, and multi-department onboarding at enterprise scale.

I bring deep expertise in scenario-based eLearning, simulations, and performance support using tools such as Articulate Storyline and Rise, Camtasia, Vyond, Adobe RoboHelp, and the Adobe Creative Suite. I am recognized for my early and effective adoption of AI in learning design, leveraging tools like ChatGPT, Jasper, Synthesia, and generative media platforms to accelerate development cycles, improve content quality, and scale learning programs efficiently. At Fannie Mae, I integrated AI-enhanced workflows that reduced compliance course development time by 40% while maintaining accuracy and regulatory alignment.

In addition to hands-on design, I serve as a trusted partner to executives, SMEs, and cross-functional teams, applying Agile methodologies and formal change management models such as Prosci ADKAR and McKinsey 7S to support major system implementations, organizational transitions, and enterprise transformations. I bring extensive experience in virtual facilitation, curriculum ownership, LMS and LXP ecosystems, accessibility (508/WCAG compliance), and UX-informed learning design.

I hold a Bachelor of Science in Education from SUNY Cortland and began my career as a New York State–certified elementary school teacher, grounding my work in strong pedagogical principles. Today, I am known for combining instructional rigor with modern technology, strategic thinking, and a collaborative consulting approach to help organizations learn, adapt, and perform in complex environments.

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Language

English
Fluent

Work Experience

Instructional Designer at Navy Federal Credit Union
September 1, 2025 - December 1, 2025
Converted a complex Information Security IPPM presentation into an interactive learning experience; designed an InfoSec playbook translating governance frameworks into usable guidance, including decision rights, RACI models, escalation paths, and cost traceability for day-to-day security operations. Partnered with Information Security, Risk, Compliance, and portfolio stakeholders to simplify highly technical cybersecurity content while maintaining alignment with enterprise and regulatory requirements. Applied instructional design best practices to support audit readiness and consistent decision-making across security teams. Delivered a short, targeted engagement to support adoption of a new security operating model.
Instructional Designer – Marketing & Customer Education at Fannie Mae
October 1, 2023 - June 1, 2025
Led enterprise L&D initiatives applying Agile methodologies to deliver high-quality learning solutions at scale. Designed scenario-based eLearning, simulations, and software demonstrations using Articulate Storyline and Rise to support public-facing courses delivered to 10,000+ learners. Developed interactive online job aids and performance support using Adobe RoboHelp. Integrated AI-enhanced workflows to reduce compliance course development time by 40% and advised SMEs on AI-enabled content creation. Created modular, iterative learning solutions and facilitator guides for scalable delivery; delivered virtual instructor-led and blended learning via Adobe Connect and Microsoft Teams, aligning content with business and regulatory needs.
Instructional Designer at Elevance Health
December 1, 2022 - April 1, 2023
Designed 7 eLearning modules on insurance claims processing using Storyline and Rise, incorporating Camtasia micro-learning videos, interactive software demonstrations, and simulations to assess mastery in real-world scenarios. Created job aids and SOPs to support claims processing workflows and used the Adobe Product Suite to produce graphics and assets for training.
Instructional Designer at NY Life Insurance
November 1, 2021 - October 1, 2022
Partnered with Sales Enablement to translate complex insurance products into practical selling strategies; designed interactive eLearning, simulations, and microlearning; developed scenario-based training and live delivery supporting the client journey; scaled multimedia learning with AI-assisted tools; ensured 508 compliance and aligned content with marketing and distribution; tracked outcomes via LMS.
Instructional Designer at Union Bank
October 1, 2021 - December 1, 2021
Served as Project Manager for Salesforce Learning & Development, managing timelines, resources, and deliverables using Agile methodologies to ensure on-time deployment. Designed, developed, and implemented 6 eLearning modules on Salesforce functionality; created 508-compliant courses using Camtasia and Storyline; aligned content with knowledge management and regulatory requirements.
Instructional Designer at Strategic Financial Solutions
January 1, 2020 - September 1, 2021
Led enterprise Salesforce training (Classic → Lightning), designing simulation-based eLearning and live virtual learning to support large-scale adoption. Implemented AI-enhanced workflows to accelerate content development and scale rollout communications. Delivered global virtual and executive-level training on systems, workflows, compliance, and client journey. Launched multi-department onboarding and managed end-to-end learning projects, including branding and multimedia production.
Director of Customer Care Training at Sandata Technologies
December 1, 2018 - January 1, 2020
Led customer care curriculum strategy and scalable training for internal teams and external healthcare clients. Designed systems training for mobile/web platforms supporting home health aides and agency operations; supported Zendesk implementation and 508-compliant eLearning using Articulate Storyline, Rise, Camtasia, Captivate, Absorb LMS, and Zendesk. Facilitated virtual instructor-led training and delivered leadership and change management training to executives.
Learning Consultant at Jefferies Financial
July 1, 2018 - December 1, 2018
Led global IT learning initiatives with a focus on mobile application training; served as Project Manager for all deliverables; developed training videos in Camtasia and user guides on Oracle HCM Cloud, Webex, Jabber, Windows 10, Remote Access, and SAP systems. Created online learning portals using ServiceNow and developed training videos and guides on ServiceNow.
Senior Learning Advisor at Citibank
October 1, 2011 - August 1, 2018
Designed and owned the end-to-end curriculum for Citi’s U.S. Commercial Bank, covering product, compliance, risk, and systems training. Built product and compliance training aligned to policies for liability, cash/treasury, and asset-based banking products. Delivered global virtual onboarding and systems training; facilitated live cybersecurity, risk, compliance, and application training for dispersed audiences; led onboarding experiences to accelerate productivity and supported major rollouts.
Applications Trainer at Citibank
January 1, 2010 - January 1, 2011
Global virtual training on Cybersecurity, Risk Management, Information Security, and Business Continuity to support regulatory compliance; partnered on UX design and UAT for multiple risk applications; presented Citi’s risk platform to regulators; developed eLearning and webinar content and facilitated large-scale sessions.
President at JMD Consulting
January 1, 2009 - January 1, 2010
Led an eLearning and training consultancy serving financial services and enterprise clients. Designed and delivered virtual, live, and eLearning solutions across sales, systems training, and facilitator guides; advised clients on authoring tools, learning technology integration, and best practices.
Supervisor of Training / Applications Trainer at American Express Tax & Business Services / RSM McGladrey
January 1, 1998 - January 1, 2009
Directed enterprise training programs supporting technology adoption, onboarding, and business process improvements. Created scalable virtual learning, video-based training, and assessments; partnered with IT and business teams on UX design, UAT, and rollout of custom SaaS and internal applications.
Substitute Teacher at North Babylon and Lindenhurst School District
September 1, 1996 - June 1, 1998
Substitute teacher for grades K-6; provided coverage across classrooms as a certified elementary teacher.

Education

Bachelor of Science in Education at SUNY Cortland
January 11, 2030 - January 1, 1996

Qualifications

New York State Teaching Certification (Elementary)
January 1, 1996 - January 1, 2026

Industry Experience

Financial Services, Professional Services, Education, Software & Internet, Media & Entertainment