Home Equity Lending Trainer

macu; Sandy (UT); On-site; USD 55,000 - 75,000; Full time

Job summary

MACU is seeking a Training Specialist to onboard and educate team members in lending and servicing. The role focuses on communicating updated rules and ensuring knowledge is applied throughout the loan life cycle.

The position requires experience in training, adult-learning theory, and strong presentation skills to support continuous development and exceptional member service.

Qualifications

• Experience in training and development within a financial or lending environment.
• Understanding of adult-learning theory and instructional design best practices.
• Excellent communication and presentation skills with ability to convey complex concepts clearly.

Responsibilities

• Onboard and train new and existing team members in lending processes, MACU policies, and procedures.
• Facilitate ongoing education on lending products, underwriting guidelines, loan regulations, and compliance.
• Guide staff through LOS systems; ensure efficient loan origination through proper system usage.
• Monitor participant progress through regular check-ins, surveys, and management discussions.

Skills

Adult-learning theory

Training and development

Public speaking

MS Office proficiency

Education

Bachelor's degree in Business Administration or Finance

Tools

ICE Encompass

Blend

Abrigo

Job description

Job Summary

Acts as an expert in lending and servicing areas to provide onboarding, training, and continuing education to new and developing team members. Ensures all new and updated rules and regulations are communicated, understood, and implemented in a timely manner. Is a main resource for lending personnel for questions throughout the loan life-cycle process.

Job Description

To be effective, an individual must be able to perform each job duty successfully.

• 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

KNOWLEDGE, SKILLS, and ABILITIES

Experience

• 5 years professional experience in a progressive financial setting, working in a lending setting preferred
• Advanced understanding of training and development
• Knowledge of Adult-learning theory and principles preferred

Education

• 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.

Licenses, Certifications, Registrations

• No certifications required

Managerial Responsibility

• Has no supervisory/managerial responsibilities

Computer/Office Equipment Skills

• Advanced skills with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel
• Experience with various LOS systems such as ICE Encompass, Blend, Abrigo, etc. preferred

Language Skills

• 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

Other Skills and Abilities

• 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 envi