Kelly Mcinroy-Edwards - Consultant | Trainer

Q: Where is Kelly based?

Kelly is based in Barcelona, Spain and can operate in on-site , hybrid , and remote work models.

Q: What languages does Kelly speak?

Kelly speaks the following languages: English (Native), Spanish (Intermediate) .

Q: How many years of experience does Kelly have?

Kelly has at least 20 years of experience. During this time, Kelly has worked in at least 5 different roles and for 3 different companies . The average length of individual experience is 4 years . Note that Kelly may not have shared all experience and actually has more experience.

Q: What is Kelly's latest experience?

Kelly's most recent position is Consultant | Trainer | SME at Fitch Learning | formerly Moody’s Learning Solutions .

Q: What companies has Kelly worked for in recent years?

In recent years, Kelly has worked for Fitch Learning | formerly Moody’s Learning Solutions and Columbia Bank .

Q: Which industries is Kelly most experienced in?

Kelly is most experienced in industries like Banking and Finance and Education .

Q: Which business areas is Kelly most experienced in?

Kelly is most experienced in business areas like Operations , Business Intelligence , and Customer Service . Kelly also has some experience in Quality Assurance (QA) , Finance , and Project Management .

Q: Which industries has Kelly worked in recently?

Kelly has recently worked in industries like Banking and Finance and Education .

Q: Which business areas has Kelly worked in recently?

Kelly has recently worked in business areas like Business Intelligence , Information Technology (IT) , and Operations .

Recommended expert

Barcelona, Spain

Experience

Oct 2024 - Present

1 year 5 months

Consultant | Trainer | SME

Fitch Learning | formerly Moody’s Learning Solutions

Content redevelopment of multi-module virtual training, case studies and learning competence evaluation questions, as well as subscription-based content in video interview format.
Training delivery to US-based financial institution clients virtually with extremely positive feedback.

Mar 2020 - Jul 2024

4 years 5 months

Portland, United States

Managing Director, CRE Operations & Data Analytics | Sr. Vice President

Columbia Bank

Refocused key job roles into centralized team supporting underwriting and refined processes to improve efficiency by 30%, as well as effectiveness, accuracy and quality leading to four years of record growth.
Led IT team to transform reporting platform from manual Excel reports to Power BI in collaboration with data management, IT and other key stakeholders, including C-Suite. Implemented new CRM platform for pipeline management. Result: Reporting went from ‘weeks’ to ‘now’ and service quality improved 28%.
Led projects in development and implementation of additional new AI-based technology to further simplify and streamline workflows while simultaneously increasing data analytics and BI capabilities.

Mar 2017 - Dec 2019

2 years 10 months

Portland, United States

Strategy Leader | Sr. Vice President

Wells Fargo & Company

Led several operational change projects that created a simplified lending experience for customers and lending offices incorporating process and technology improvements supporting a $15 Billion portfolio.
Actively partnered across boundaries, listening to and collaborating with key stakeholders, both in the front offices and back offices, to cohesively implement thoughtful process and technology solutions.

Jul 2010 - Mar 2017

6 years 9 months

Portland, United States

West Division Manager | Sr. Vice President

Wells Fargo & Company

Collaborated with cross functional leaders to create consistent delivery of additional front-end support processes in READ in identifying risks and providing advisory support for every real estate loan.
Sustained a culture of quality, consistency, efficiency, integrity and accountability while building relationships to achieve extremely high customer satisfaction ratings (95% top two rating scores).

Sep 2005 - Jul 2010

4 years 11 months

Portland, United States

Group Manager | Sr. Vice President

Wells Fargo & Company

Created a customer-focused relationship culture that drove growth to achieve 128% increase in staff and 196% increase in dollar volume to over $5 Billion.
Managed the transition to a new compensation model for our team and the integration of both a complex loan portfolio and team members from M&A activity by leveraging KPI data.
Established Canada lending support process for CRES, as well as a new project and loan budget tracking model.

Anchorage, United States

Operations Director

Craciun Research

Led oversight of all research project activity including logistical coordination of focus groups, phone surveys and report completion ahead of deadlines.

Industries Experience

See where this freelancer has spent most of their professional time. Longer bars indicate deeper hands-on experience, while shorter ones reflect targeted or project-based work.

Experienced in Banking and Finance (20 years) and Education (1.5 years).

Banking and Finance

Education

Business Areas Experience

The graph below provides a cumulative view of the freelancer's experience across multiple business areas, calculated from completed and active engagements. It highlights the areas where the freelancer has most frequently contributed to planning, execution, and delivery of business outcomes.

Experienced in Operations (14 years), Business Intelligence (9 years), Customer Service (8 years), Quality Assurance (6.5 years), Finance (5 years), and Project Management (5 years).

Operations

Business Intelligence

Customer Service

Quality Assurance

Finance

Project Management

Summary

Senior-level and customer-centric leader with expertise in developing and leading high-performance teams through inclusion, engagement, active listening and coaching, collaboration, and valuing diverse perspectives. Conscientious in continually driving organizational and operational improvements to create efficiencies and deliver transformational business outcomes while maintaining an ethical balance of team performance and growth. Visionary in balancing the big picture and the details, using data to reveal gaps, create opportunities, and measure success. Excel at building bridges and consensus among cross-functional partners at all levels while being a catalyst for change. Adept at forging and nurturing mutually beneficial relationships to provide sustainable value through extraordinary customer satisfaction. An enthusiastic leader with integrity, authenticity, and humility.

Skills

Operational Excellence
Cross Functional Collaboration
Senior Leadership
Business Transformation
Data Mgmt. / Business Intelligence
Change Management
Technology Integration
Diversity, Equity, & Inclusion
Customer Service & Satisfaction

Languages

English

Native

Spanish

Intermediate

Education

Eastern Washington University

Bachelor of Arts · Management and Marketing · Cheney, United States

Profile

Created

December 2025

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Frequently asked questions

Do you have questions? Here you can find further information.

Where is Kelly based?

Kelly is based in Barcelona, Spain and can operate in on-site, hybrid, and remote work models.

What languages does Kelly speak?

Kelly speaks the following languages: English (Native), Spanish (Intermediate).

How many years of experience does Kelly have?

Kelly has at least 20 years of experience. During this time, Kelly has worked in at least 5 different roles and for 3 different companies. The average length of individual experience is 4 years. Note that Kelly may not have shared all experience and actually has more experience.

What roles would Kelly be best suited for?

Based on recent experience, Kelly would be well-suited for roles such as: Consultant | Trainer | SME, Managing Director, CRE Operations & Data Analytics | Sr. Vice President, Strategy Leader | Sr. Vice President.

What is Kelly's latest experience?

Kelly's most recent position is Consultant | Trainer | SME at Fitch Learning | formerly Moody’s Learning Solutions.

What companies has Kelly worked for in recent years?

In recent years, Kelly has worked for Fitch Learning | formerly Moody’s Learning Solutions and Columbia Bank.

Which industries is Kelly most experienced in?

Kelly is most experienced in industries like Banking and Finance and Education.

Which business areas is Kelly most experienced in?

Kelly is most experienced in business areas like Operations, Business Intelligence, and Customer Service. Kelly also has some experience in Quality Assurance (QA), Finance, and Project Management.

Which industries has Kelly worked in recently?

Kelly has recently worked in industries like Banking and Finance and Education.

Which business areas has Kelly worked in recently?

Kelly has recently worked in business areas like Business Intelligence, Information Technology (IT), and Operations.

What is Kelly's education?

Kelly holds a Bachelor in Management and Marketing from Eastern Washington University.

What is the availability of Kelly?

Kelly is immediately available full-time for suitable projects.

What is the rate of Kelly?

Kelly's rate depends on the specific project requirements. Please use the Meet button on the profile to schedule a meeting and discuss the details.