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First United Bank · 4 days ago

Lending Strategy Learning and Growth Officer

Plano, TX

Full-time

Onsite

Senior Level

5+ years exp

First United Bank is seeking a Lending Strategy Learning and Growth Officer who will equip team members across lending functions with the necessary knowledge and tools. The role involves designing and delivering impactful training, supporting end users through changes, and collaborating with Lending Leaders to ensure alignment with lending goals.

BankingFinancial ServicesInsuranceLending

Responsibilities

Deliver foundational learning experiences—including new hire onboarding for lending employees as well as core lending training—that build confidence and consistency across roles

Design and deliver learning experiences to support lending-specific initiatives (e.g., system enhancements, policy changes, new product rollouts, ongoing foundational training, policy and procedures)

Provide hands-on end-user support during system and process transitions—offering job aids, coaching, and responsive troubleshooting

Develop and execute clear, audience-specific training plans to support change across lending teams

Translate technical and procedural updates into easy-to-understand training materials and job aids for end users

Collaborate with subject matter experts and LOB Trainers to ensure training aligns with current lending practices

Facilitate feedback loops and pulse checks with frontline team members to assess training effectiveness and support needs

Help lending leaders cascade key messages and reinforce change by providing talking points, toolkits, and training reinforcement strategies

Support continuous improvement of the general earning paths specific to lending roles (e.g., Credit Analyst, Mortgage Loan Officer, Community Bank Lender)

Adherence to all First United Policies and Procedures

Dresses professionally

Complete all required compliance exams on an annual basis

Performs other duties as assigned

Qualification

Instructional DesignTraining & DevelopmentCurriculum DesignEducational TechnologyCorporate TrainingChange ManagementFeedback FacilitationCommunication SkillsCollaboration