Home Equity Lending Training Lead

Mountain America Credit Union; Idaho Falls (ID); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Mountain America Credit Union seeks an experienced training professional to lead onboarding and ongoing education for team members in lending. You will guide staff through loan origination systems, ensure compliance with policies, and collaborate with managers to shape development paths.

The role requires strong communication, instructional design skills, and the ability to present complex loan processes clearly to groups both in person and remotely.

Qualifications

• 5+ years of professional experience in a progressive financial setting, with lending experience preferred
• Advanced understanding of training and development principles
• Education: Bachelor's degree in Business Administration, Finance or a related field or 3 additional combined years in a lending/training role

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

Skills

Lending knowledge

Training & development

Adult-learning theory

Instruction design

Communication skills

Microsoft Office

Loan systems

Education

Bachelor's degree in Business Administration/Finance or related field

Tools

ICE Encompass

Blend

Abrigo

Job description

Mountain America Credit Union seeks an experienced training professional to lead onboarding and ongoing education for team members in lending. You will guide staff through loan origination systems, ensure compliance with policies, and collaborate with managers to shape development paths.

The role requires strong communication, instructional design skills, and the ability to present complex loan processes clearly to groups both in person and remotely.