Lending Training Specialist - Titles

About the Role

Acts as an expert in lending and servicing areas to provide onboarding, training, and continuing education to new and developing team members. Ensures all new and updated rules and regulations are communicated, understood, and implemented in a timely manner. Serves as a main resource for lending personnel for questions throughout the loan life-cycle process.

Responsibilities

• Train new and existing team members in all aspects of the lending industry and MACU policies and procedures.
• Facilitate training and ongoing education for lending products, underwriting guidelines, loan regulations, compliance, MACU loan programs, and procedure changes.
• Guide team members through company software and loan origination systems. Train to properly utilize systems for speed, accuracy, and ease of completing a loan application.
• Monitor, review, and report on progress of participants through daily check-ins, surveys, and discussions with key managers to be strategic in development direction.
• Understand the full loan process of origination, processing, underwriting, and closing of the lending area and assist with questions.
• Teach and support team members by helping maintain critical knowledge and skills to build confidence in their field and provide exceptional member service.
• Provide daily support for team members and act as a continuous resource of lending knowledge.
• Maintain professional working relationships with team members, managers, and other business units.
• Prepare materials, equipment, facilities, and all other components of the training program.
• Create, monitor, and update content on the knowledge center, as well as internal policies and programs, and maintain accuracy of material.
• Consult with subject matter experts and department managers to ensure development program content is accurate, effectively communicated, and objectives met.
• Collaborate with course designers ensuring classes are consistent in design, including presentation materials, participant materials, facilitator materials, etc.
• Present information clearly and confidently to large and small groups, both in-person and remotely.
• Partner with stakeholders to assess skills gaps and create training programs, content, and presentations.
• Use reports and metrics to make recommendations to improve training programs.
• Perform other duties as assigned.

Qualifications

• 5 years of professional experience in a progressive financial setting, working in a lending setting preferred.
• Advanced understanding of training and development.
• Knowledge of adult-learning theory and principles preferred.
• Bachelor's degree in Business Administration, Finance, or related field, or 3 additional combined years of experience in a progressive financial lending role, training role, or relevant experience.

Skills

• Advanced skills with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel.
• Experience with various LOS systems such as ICE Encompass, Blend, Abrigo, etc. preferred.
• 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 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 by proactively uncovering and meeting members' needs.
• Ability to work both autonomously and collaboratively in a fast-paced environment.
• Self-starter with strong organizing and time management skills and the ability to work productively and efficiently in a fast-paced environment with multiple projects and timelines.
• 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 interpersonal skills including the ability to lead and collaborate with ad-hoc teams.

Physical Abilities / Working Conditions

• Physical Demands:
  • 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.
• Environmental: Typical office environment with no unusual factors.
• Noise Environment: Moderate noise such as in a business office with equipment and light traffic.