Bilingual Training Specialist - Residential Underwriting, HR

First National Financial; Montreal; On-site; CAD 55,000 - 75,000; Full time

Job summary

A leading company in financial services seeks a Training Specialist to support training and development for over 1,000 employees. The role involves creating training materials, facilitating sessions, and collaborating with various divisions. Candidates should have expertise in residential underwriting and be bilingual in French and English.

Benefits

Highly competitive compensation package

Career advancement opportunities

Employee engagement feedback

Qualifications

• Experience in residential mortgages with a focus in Underwriting required.
• Competency in Microsoft Office (PowerPoint, Word, Excel).
• Strong verbal and written communication skills in English required.

Responsibilities

• Develops and maintains training materials and facilitates training sessions.
• Completes needs assessments to determine training needs.
• Evaluates the effectiveness of training solutions.

Skills

Communication

Bilingualism (French, English)

Attention to detail

Customer service

Ability to work independently

Education

Post-secondary education in a learning-related discipline

Tools

Microsoft Office

Job description

Montreal, QC, Canada

Job Description

Posted Monday, June 16, 2025 at 4:00 AM | Expires Tuesday, July 1, 2025 at 3:59 AM

Reporting To:

Manager and Team Lead

Full-Time/Part- Time:

Secondment (18 months)

Posting Date:

Closing Date:

Hours of Work:

8:30 a.m. – 5:00 p.m.

Grade:

Office Location:

8.6

Montreal

Great location! Steps away from the main public transit station

What we offer:

Highly competitive compensation package which includes, base salary, bonus, benefits, and career advancement opportunities!

*Eligibility for benefits is dependent on the terms of employment

The Opportunity:

The Training and Documentation Department oversees the training and development for more than 1,000 employees across the company. The team provides job specific training and communications through the intranet, in-class training, soft-skill training, web-based tutorials, peer training, and self-directed learning assignments. The Department is responsible for supporting multiple divisions in the business including Residential Administration, Residential Underwriting, Sales and Commercial divisions nationally.

The Training Specialist is responsible for developing and maintaining training materials, policies and procedures in a variety of formats, as well as facilitating training sessions.

How you will contribute:

• Supports all Residential Underwriting and Sales Divisions
• Supports the development of communication notices via e-mail and intranet web pages relating to system updates, departmental activities, as well as policy and procedural changes
• Completes needs assessments and job task analysis to determine training needs
• Creates and maintains materials which include trainer guides, workbooks, job aids, tests, activities, and story boards for eLearning development
• Implements training solutions in a variety of formats including instructor-led, support and positioning for self-study and peer-to-peer training
• Evaluates the effectiveness of training solutions
• Liaises with Management, Business Analysts, and Subject Matter Experts to determine training needs and to identify changes in training content
• Maintains presentation and training materials using the MS Office (Word, PowerPoint, and Excel), Arthur, Review my eLearning and Snag-It.
• Provides assistance, coaching and training to address inquiries and concerns from employees or management
• Special Projects as assigned by management
• Adhere to policies/procedures to ensure AML requirements are met, when applicable

Skills and Attributes:

• Residential Underwriting knowledge (i.e. Underwriting, documentation fulfillment and/or funding) is required
• Strong knowledge of First National’s systems an asset
• Experience in facilitation and/or making presentations (in person and/or virtually) an asset
• Experience in developing content, presentations, job aids, and/or communications an asset
• High degree of accuracy and attention to detail required
• Capacity to learn new technologies/systems/platforms
• Strong communication skills, both written and verbal
• Excellent customer service skills, with a high aptitude for building client relationships
• Demonstrated ability to work independently and in a team environment
• Demonstrated ability to exercise sound judgment
• Bilingualism (French, English) required - interactions with English/French-speaking customers or partners

*This position requires linguistic fluency.Priority will be given to candidates completely fluent in English and French.

The Requirements Needed:

• Experience in residential mortgages with a focus in Underwriting (funder, associate mortgage underwriter and/or underwriter) required
• Post-secondary education and/or equivalent work experience preferably in a learning-related discipline is an asset
• Competency in Microsoft Office (PowerPoint, Word, Excel)
• Strong verbal and written communication skills in English is required

The team you will join:

Founded in 1988, First National is one of Canada’s largest non-bank lenders. We provide residential mortgages exclusively through the mortgage broker channel and we are Canada’s largest commercial mortgage lender.

First National has been consistently recognized as a great place to work and we are proud that our employee engagement feedback is higher than our industry partners.

We would like to thank all applications for their interest in this existing vacancy but only candidates selected for an interview will be contacted.

First National is proud to be an equalopportunity employer and is committed to diversity and inclusion regardless of race, color, religion, national origin, age, gender identity, physical or mental disability, sexual orientation and any other category protected by law.

First National supports requests for accommodation from applicants with disabilities; please contact Human Resources at [e-mail] should you need an accommodation at any point in the recruitment process.