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Catie
Gleason


Experience & Education
Sr. Learning & Development Designer
PrimeLending | 2023 – Present
• Promoted to drive strategic alignment between marketing and interface design, enhancing the onboarding and employee experience.
• Leads cross-functional project teams to deliver user-centered design solutions, managing timelines, milestones, and deliverables to ensure seamless execution of UX/UI initiatives aligned with business goals.
• Modernized PrimeLending’s intranet with SharePoint, improving navigation, usability, and accessibility for over 1,500 employees.
• Launched a centralized, online communication hub consolidating mortgage industry updates, reducing email overload, and boosting engagement metrics.
• Executive Producer for East Meets West, a recruiting focused podcast that aligns that provides a backstage pass to our company’s culture.
• Spearheaded branding and UI design for our digital training platform, which incorporates cutting-edge technology, company products, and resources to deliver a collaborative, engaging, and scalable learning experience.
• Designed and launched PrimeLending University, a comprehensive internal training forum dedicated to enhancing employee expertise in the mortgage industry.
• Developed and implemented professional development programs tailored to various roles, focusing on skill-building, industry compliance, and career growth.
• Created engaging, mortgage-related training content using innovative delivery methods, including virtual courses, interactive workshops, and self-paced modules.
• Developed and executed a branded new hire experience, featuring a luxury gift box with tailored messaging and thoughtfully selected items to elevate the onboarding process and create a memorable first impression.
Sales Business Development Specialist
PrimeLending | 2020 – 2023
• Promoted to develop and implement internal marketing communication strategies, cultural initiatives, and onboarding processes.
• Spearheaded marketing strategies that enhanced employee engagement and streamlined communication for 1,500+ loan officers.
• Designed and executed monthly sales-focused video series, aligning content with business objectives and driving internal engagement. (see portfolio below).
• Created and maintained custom SharePoint sites, including tutorials, guides, and resources for employee training.
• Managed website development for PrimeLending’s top 5 producers, enhancing their digital presence.
• Introduced personalized gifting services for recruits, high-end clients, and realtors, elevating brand loyalty.
• Developed marketing strategies, designed materials, and organized events across departments, supporting growth initiatives.
Regional Marketing Lead
PrimeLending | 2017 – 2020
• Developed and executed region-specific marketing campaigns for the company’s top loan officers, driving brand awareness and lead generation across TX, AZ, and NM.
• Managed social media channels, crafting content, analyzing performance, and increasing engagement with target audiences.
• Worked closely with the sales team to create custom marketing collateral, ensuring alignment with company goals and regional needs.
• Provided comprehensive marketing reports, tracking performance metrics and providing actionable insights to optimize campaigns.
• Delivered personal branding services, including logo design and website creation to elevate loan officers' visibility and client engagement.
Production Coordinator
PrimeLending | 2011 – 2017
• Led the planning and execution of large-scale events, including partnerships with the Dallas Cowboys and Mavericks, serving 400+ attendees.
• Developed and executed local events and seminars to strengthen relationships with realtors, clients, and prospects.
• Directed internal communications, crafting impactful emails, announcements, and promotional campaigns.
• Contributed to the design and launch of PrimeLending’s first in-house marketing system, training employees and creating brand materials.
• Implemented employee training on Salesforce, Total Expert, social media tools, and other marketing technologies.
• Gained comprehensive knowledge of loan operations and internal POS systems. Obtained NMLS.
• Managed and edited employee headshots and event photography, ensuring consistent, high-quality branding.
Graduated 2011
Major Communication & Liberal Arts
Minor Spanish
Dean’s List 2007
Fleunt in the following
Photoshop & Lightroom
Wix, Squarespace, Shopify
MailChimp, StampReady, HTML
Canva, Illustrator, Indesign
Salesforce & Sharepoint
PowerPoint, Excel, Word, Publisher
After Effects & Premiere Pro
PORTFOLIO • PORTFOLIO • PORTFOLIO • PORTFOLIO

*Click on a topic to view portfolio.
Services & Such
BRANDING
consulting
GRAPHIC DESIGN
PHOTOGRAPHY
custom gifting
WEBSITE DESIGN
VIDEOGRAPHY
print & email marketing
SOCIAL MEDIA
LOGO CREATION
Clients &
Collabs



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