Corporate Trainer

Triad Financial Services Inc.; Jacksonville (FL); On-site; USD 60,000 - 85,000; Full time

Job summary

Triad Financial Services Inc. seeks a dynamic Corporate Trainer to design and deliver training across Servicing and Originations, for new hires and existing team members.

The role supports policy updates and process improvements, and works with policy writers and business leaders to ensure workforce readiness. The trainer will facilitate sessions (virtual and in-person), develop content, assessments, and surveys, and keep detailed training records to meet compliance.

Qualifications

• 3+ years of corporate training or instructional design experience.
• Finance or mortgage servicing experience preferred.
• Bachelor's degree in education, business finance, HR or related fields.
• Strong research and content development skills.
• Proficiency in MS Office and presentation tools.

Responsibilities

• Deliver onboarding and ongoing training for new hires and staff.
• Develop and update training content and materials.
• Create assessments, surveys, and course evaluations.
• Partner with policy writers and leaders to address learning gaps.
• Track learner progress and provide coaching and feedback.
• Maintain training records and compliance documentation.
• Manage Servicing and Originations SharePoint sites.
• Support departmental goals and business needs.

Skills

Training delivery

Instructional design

Adult education

Facilitation

PowerPoint

MS Office

Education

Bachelor's degree in Education

Bachelor's degree in Business Finance

Bachelor's degree in HR or related

Tools

MS Office

Job description

Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a dynamic and detail-oriented Corporate Trainer to join our Training team at Triad Financial Services. This individual will be responsible for delivering comprehensive training programs for new hires and existing team members across our Servicing and Originations lines of business. The ideal candidate will have experience in facilitating instructor-led sessions (both virtual and in-person), developing training content, and collaborating closely with policy & procedure writers and business leaders to support process improvements and ensure workforce readiness.

Essential Functions:

• Facilitate training sessions for onboarding, upskilling, cross-training, and system/process rollouts across assigned business units.
• Develop, revise, and maintain training materials, PowerPoints, workbooks, and supplemental modules to align with policy and procedural changes.
• Assist in the creation and deployment of knowledge assessments, feedback surveys, and course evaluations to measure training effectiveness.
• Partner with internal stakeholders (LOBs, procedure writers, and quality teams) to identify learning gaps and deliver targeted training interventions.
• Track learner progress and provide coaching and feedback to ensure successful performance post-training.
• Maintain detailed training records, attendance rosters, and documentation of sessions in alignment with compliance requirements.
• Maintain the Servicing and Originations SharePoint Connection sites.
• Performs other related duties as assigned to support departmental goals and business needs.

Minimum Qualifications:

• 3+ years of experience in training, instructional design, or adult education within a corporate setting (finance, mortgage, or servicing and origination experience preferred).
  • Equivalent on-the-job experience demonstrating comparable skills and knowledge will also be considered.
• Ability to manage multiple priorities, meet deadlines, and adapt to fast-paced environments.
• Strong facilitation skills in both virtual and in-person settings.
• Proven experience setting and achieving productivity goals.
• Good research skills to perform advanced and analytical research to find reliable and relevant content for the learner.
• Bachelor’s degree in education, business finance, HR or other related courses highly valued.
• High empathy skills and understanding of effective teaching methodologies and the willingness to keep abreast of new techniques in teaching.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Physical Demand:

• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.