Training Specialist I

About Us

Proctor Loan Protector provides comprehensive insurance products and service solutions for financial institutions. Weaving compliance throughout all our applications and technologies, Proctor Loan Protector operates as an extension of our clients, where partnership meets innovation.

At Proctor Loan Protector, we are committed to fostering a workplace that values diversity and personal growth. As we continue to grow and expand, we offer career paths and opportunities, ensuring all teammates feel valued and work in a fun and rewarding environment.

Culture

• Fun work environment with a variety of work
• Being part of a collaborative team
• Career growth opportunities
• Ability to highlight your skills
• Feeling valued
• Great benefits, competitive pay, and a positive culture

Responsibilities

• Conduct training classes on PLP systems and processes for new hires and existing teammates, including classroom-style and one-on-one sessions.
• Provide training communication and reporting, summarizing topics learned and recommending follow-up improvements.
• Deliver departmental rules and expectations to new hires in an exacting manner.
• Assist in developing and updating Quality Control Standards to maintain excellent quality ratings.
• Suggest process improvements to management.
• Create and edit training documentation and key training tips for new and existing staff.
• Coach staff on process updates and ensure compliance with regulations and client expectations.
• Monitor random sampling of data entry and provide error feedback to managers for coaching.
• Demonstrate a high level of knowledge of all processes within trained departments.
• Research errors for root cause analysis.
• Understand insurance requirements for both residential and commercial tracking.
• Maintain strong communication with clients and leadership to resolve issues and track policies.
• Maintain superior levels of quality and production metrics.
• Take on additional responsibilities as needed, including additional classes, audits, and support functions.
• Serve as a backup for existing staff.

Competencies

• Planning/Organizing: Prioritizes and plans work activities and uses time efficiently.
• Interpersonal Skills: Maintains confidentiality, remains open to others' ideas, and exhibits willingness to try new things.
• Oral Communication: Speaks clearly and persuasively in positive or negative situations and demonstrates excellent presentation skills.
• Written Communication: Excels in editing, spelling, and grammar; presents numerical data effectively and reads/interprets written information at a high level.
• Problem Solving: Identifies and resolves problems in a timely manner, gathers and analyzes information skillfully, and maintains confidentiality.
• Quality Control: Demonstrates accuracy and thoroughness, monitors own work to ensure quality.
• Adaptability: Adapts to changes in the work environment, manages competing demands, and deals with frequent change, delays, or unexpected events. Adopts new procedures quickly and efficiently.
• Safety and Security: Observes safety and security procedures and uses equipment and materials properly.

Requirements

• High School Diploma or GED (required).
• Proficient with MS Office, specifically Word and Excel.
• Superior verbal and written communication skills, demonstrated in previous roles.
• Strong insurance knowledge.
• Strong analytical skills.
• Mastery of more than one process.
• Ability to resolve and address issues.
• Low error rate and meets production metrics.
• Knowledgeable in Residential and Commercial Tracking.
• Attendance, Quality, and Production must meet or exceed PFI standards.

Preferred: Associate’s or Bachelor’s degree in a business or financial-related discipline.

Physical Requirements

• Repetitive motion, manual dexterity, and upper body range of motion sufficient for use of a keyboard, mouse, and telephone (7-8 hours per day).
• Speech and hearing sufficient for in-person and telephone communication (7-8 hours per day).
• Vision sufficient for use of a computer monitor.
• Sedentary work: Ability to sit at a desk 7-8 hours per day.
• Worker not substantially exposed to adverse environmental conditions.

Pay

Any posted pay range considers a wide range of compensation factors, including skills, experience, and work location. We offer competitive pay while still allowing for compensation growth within the position and company.

Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.
• Financial Benefits: Employee Stock Purchase Plan (ESPP); 401k; Student Loan Assistance; Tuition Reimbursement.
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services.
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts, and more.

Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.