Training Specialist III (Hybrid/Remote)

Essential Functions & Responsibilities

• Develops, designs, and maintains comprehensive training programs for member experience and mortgage lending functions, including origination, processing, underwriting, closing, and servicing.
• Ensures all training content aligns with current lending regulations, credit union policies, and industry best practices.
• Facilitates instructor-led training (virtual and in-person) for new hires and existing staff.
• Conducts onboarding and upskilling programs for mortgage loan officers, processors, underwriters, and branch lending staff.
• Delivers ongoing training for new products, systems, and process updates.
• Tracks training effectiveness using metrics such as learner feedback, assessment scores, and performance outcomes.
• Collaborates with leadership to identify skill gaps and training opportunities.

Work Experience

• One or more years of experience in mortgage and/or consumer lending within a credit union or financial institution is required.
• Three or more years of experience in training, facilitation, or instructional design is preferred.
• A strong understanding of the mortgage lending lifecycle (origination through servicing) is required.
• A knowledge of adult learning principles and learning techniques is preferred.
• Familiarity with loan origination systems (e.g. L360, Encompass suite) is preferred.

Education, Licenses, and Certifications

• A Bachelors degree in business, training, human resources, or a related field is preferred, OR an equivalent combination of education, training, experience, or military experience is required.

Other Skills Required

• Ability to translate complex lending topics into clear, engaging training.
• Strong communication, collaboration, and interpersonal skills.
• An analytical mindset with ability to measure training effectiveness.
• A highly organized approach with strong project management skills.
• The ability to adapt or change quickly.
• Excellent facilitation and presentation skills.
• Flexibility to support training across multiple locations, schedules, and teams.