Overview
Operational Training & Enablement Specialist partners with Training & Development, Operations, Compliance, Underwriting, IT, and other departments to translate business initiatives, workflow changes, and operational processes into effective, end‑user‑focused training and communication resources.
Location: Client
Compensation: ₱40,000 - ₱50,000 / month
Key Responsibilities
- Assist in the development, maintenance, and continuous improvement of operational training materials, including presentations, Quick Reference Guides (QRGs), workflows, job aids, newsletters, announcements, and LMS/e‑learning content.
- Translate operational, compliance, underwriting, and technology‑related updates into practical, audience‑appropriate training materials that support knowledge retention and operational effectiveness.
- Partner with cross‑functional teams to support the rollout, communication, and adoption of operational initiatives, workflow enhancements, and process improvements.
- Participate in operational discussions and proactively identify areas where additional communication, clarification, documentation, or training reinforcement may be beneficial.
- Identify opportunities to improve training effectiveness, learner engagement, adoption rates, and operational consistency through observation, feedback analysis, and process evaluation.
- Assist with the facilitation of live webinars, virtual training sessions, onboarding programs, and operational workshops to support employee development and knowledge transfer.
- Analyze recurring operational questions, support trends, and workflow challenges to identify gaps in understanding and recommend additional training or process clarification.
- Support the ongoing adoption and effective use of company systems, operational processes, policies, and workflow expectations.
- Assist with the scheduling, coordination, documentation, and progress tracking of training initiatives, projects, and operational improvement efforts.
- Maintain organized and up‑to‑date training resources while supporting updates and content management within SharePoint, LMS platforms, Microsoft Teams, and other training systems.
- Perform other duties and responsibilities as assigned.
Skills, Knowledge and Expertise
- Strong written and verbal communication skills, with the ability to tailor messaging and training content to diverse audiences and learning styles.
- Strong operational awareness and the ability to understand, navigate, and support interconnected workflows across multiple departments and business functions.
- Excellent organizational and time management skills, with the ability to manage multiple projects, shifting priorities, and evolving business needs simultaneously.
- Demonstrated ability to receive, synthesize, and apply feedback effectively while continuously improving training materials, communications, documentation, and operational support resources.
- Strong critical‑thinking, problem‑solving, and decision‑making skills, with the ability to learn new concepts quickly, adapt to change, and perform effectively in a fast‑paced environment.
- Strong interpersonal and collaboration skills, with the ability to build productive working relationships across teams and organizational levels.
- Proficiency with Microsoft Office Suite, Microsoft Teams, SharePoint, and other training‑ and communication‑related software platforms.
- Working knowledge of Encompass and mortgage operational workflows is preferred.
Experience Requirements
- Minimum of one (1) year of professional experience in mortgage operations, training, education, onboarding, communications, operational support, process improvement, or a related field.
- Demonstrated ability and willingness to learn complex operational processes, systems, and regulatory requirements; mortgage industry experience is preferred.
- Experience working with Encompass or a comparable enterprise workflow management system is preferred.
- Experience supporting operational training programs, onboarding initiatives, workflow documentation, or process improvement efforts is preferred.
- Experience leveraging technology solutions, including LMS platforms, SharePoint, virtual training tools, and AI‑assisted productivity platforms, to enhance communication, training effectiveness, and workflow efficiency is strongly preferred.
Benefits
- Above market salary
- HMO on Day 1 for principal and two dependents
- Government‑mandated benefits
- Performance‑based incentives
- Quarterly company events
- 1,000 PHP de minimis
- Equipment and software provided