Lending Training Specialist - Titles
On-siteSandy, Utah, United States
Job Summary
Conduct onboarding, training, and continuing education for new and developing team members in lending and servicing. Communicate, understand, and implement updated rules and regulations while acting as the primary resource for lending personnel throughout the loan life-cycle. Facilitate ongoing education on lending products, underwriting guidelines, compliance, and policy changes, guiding team members through company software and loan origination systems. Monitor participant progress via daily check-ins, surveys, and discussions with key managers to support strategic development. Prepare training materials, update internal knowledge centers, and collaborate with course designers to ensure accurate content and consistent presentation design. Present information clearly to groups in-person and remotely, utilizing reports and metrics to recommend improvements to training programs.
Required Qualifications
- 5 years professional experience in a progressive financial setting
- Bachelor's degree in Business Administration, Finance or related field
- 3 additional combined years of experience in a progressive financial lending role, training role, or relevant experience
- Advanced skills with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel
- Demonstrated ability to clearly express ideas, methodology, results and recommendations verbally, in writing and through insightful reports and graphic illustrations
- Demonstrated ability to document outcomes and present information in a manner appropriate for key stakeholders and all levels of the organization
- Ability to sit, talk and hear consistently
- Ability to stand, walk, and use hands to handle or reach occasionally
- Close vision (clear vision at 20 inches or less)
- Distance vision (clear vision at 20 feet or more)
- Ability to lift up to 10 pounds occasionally
Desired Qualifications
- Experience in a lending setting preferred
- Advanced understanding of training and development
- Knowledge of Adult-learning theory and principles
- Experience with various LOS systems such as ICE Encompass, Blend, Abrigo, etc. preferred
- Ability to speak clearly and confidently in front of small to large audiences
- Knowledge and understanding of training and communication concepts, practices and procedures
- Knowledge and skills necessary to build relationships though proactively uncovering and meeting member's needs
- Adaptive to change, responds positively to altered circumstances or conditions
- Possess a desire and willingness to learn and continually update knowledge base on financial concepts, strategies, regulations, systems etc.
- Take initiative to be a problem solver and provide suggestions to improve processes and efficiencies
- Excellent inter-personal skills including the ability to lead and collaborate with ad-hoc teams
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