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Mountain America Credit Union · 23 hours ago

Lending Training Specialist (Mortgage Services)

Sandy, UT

Full-time

Onsite

Senior Level

5+ years exp

Mountain America Credit Union is seeking a Lending Training Specialist to provide onboarding, training, and continuing education to new and developing team members. The role involves ensuring that all rules and regulations are communicated and implemented effectively, while serving as a resource for lending personnel throughout the loan life-cycle process.

BankingFinancial ServicesMortgage

Culture & Values

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 in order to be strategic in development direction

Understand the full loan process of origination, processing, underwriting, and closing of the lending area and be able to 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 training program

Create, monitor, and update content on knowledge center, as well as internal policies and programs, and maintain accuracy of material

Consult with subject matter experts and department managers of internal team and supporting areas 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

Qualification

Lending knowledgeTrainingDevelopmentLoan origination systemsMicrosoft Office SuiteAdult-learning theoryInterpersonal skillsProblem-solvingTime managementCommunication skills

Required

5 years professional experience in a progressive financial setting, working in a lending setting 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

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

A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities becomes necessary and often requires the ability to influence and/or sell ideas or services to others

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

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 inter-personal skills including the ability to lead and collaborate with ad-hoc teams

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