Learning & Development Specialist II - Mortgage

Hope Enterprise Corporation; Jackson (MS); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Paid Vacation and Sick Time

401(k) with Company Match

Medical, Dental, and Vision Benefits

Tuition Reimbursement

Job summary

Hope Enterprise Corporation is seeking a Learning & Development Specialist II in Jackson, MS. This role focuses on enhancing the skills of mortgage employees through effective training programs.

The ideal candidate will have experience in the financial sector, be adept at training design and delivery, and possess strong presentation skills. The position offers a comprehensive benefits package including medical, dental, and 401(k) with company match.

Qualifications

• 2–3 years experience training in a financial environment, preferably in Mortgage.
• Ability to travel within company’s footprint up to 75%.
• Knowledge of financial job skills, products, and services.

Responsibilities

• Design and develop training materials for mortgage employees.
• Conduct training sessions and New Hire Orientation.
• Evaluate training effectiveness and gather feedback.

Skills

Presentation and facilitation skills

Knowledge of basic financial job skills

Continuous learning

Education

High school Diploma or GED

Bachelor’s degree in related field

Tools

Microsoft Word

PowerPoint

Excel

Articulate 360

Canva

Job description

HOPE Overview

HOPE (Hope Enterprise Corporation, Hope Credit Union, and Hope Policy Institute) provides financial services; leverages resources; and engages in advocacy that strengthens the financial health of people in under‑resourced Deep South communities. Since 1994, these efforts have benefited more than three million people in Alabama, Arkansas, Georgia, Louisiana, Mississippi and Tennessee, and influenced billions in persistent poverty communities across the nation. Learn more at https://www.hopecu.org/.

Title: Learning & Development Specialist II - Mortgage

Department: Human Assets

Reports To: VP, Learning & Development Manager

Supervises: N/A

Job Classification: Exempt, Full‑time

Location: Jackson, MS

The Learning and Development Specialist II will be responsible for designing, developing, and delivering training programs to enhance the skills and knowledge of our mortgage employees. Reporting to the Vice President of Learning and Development Manager, this role will collaborate closely with various departments to identify training needs and create customized programs that align with our company’s objectives.

Responsibilities

• Organizational Culture: Supports Strengthening HOPE Initiative that values an organizational culture for open communication, innovation, associate engagement, and other traits that contribute to collaboration and high performance.
• Training Program Design and Development:
  • Collaborate with subject matter experts to assess technical training needs.
  • Design and develop engaging, interactive, and results‑oriented technical training materials, including presentations, e‑learning modules, manuals, and assessments.
  • Determine instructional methods and modalities, such as individual training, group instruction, lectures, demonstrations, conferences, meetings, workshops, and virtual trainings.
• Training Delivery:
  • Conduct training sessions for employees, ensuring a clear and engaging learning experience.
  • Deliver and/or assist with New Hire Orientation and Compliance Training.
  • Coordinate training schedule with the hiring and training needs of the company and develop training calendar.
  • Assist employees with problems concerning “how to” perform specific tasks related to their positions by creating relevant job aids, one‑on‑one coaching, or other support.
• Content Maintenance and Updates:
  • Create instructional material, including training objectives, course outlines, instructor and participant guides, relevant handouts, tests/quizzes, hands‑on exercises, and computer‑based training.
  • Continuously update and improve training materials to reflect industry best practices and technological advancements.
  • Ensure that training content remains current and relevant.
• Evaluation and Assessment:
  • Implement evaluation tools and assessments to measure the effectiveness of training programs.
  • Gather feedback from participants and adjust training content as needed to meet objectives.
  • Develop systems to monitor and ensure employees are performing their responsibilities according to the training.
• Technical Expertise:
  • Stay current with industry trends, technologies, and best practices to provide the most up‑to‑date training.
• Collaboration:
  • Consult closely with the Vice President, Learning & Development Manager.
  • Confer with management, supervisors, and employees to gain knowledge of work situations requiring training and to better understand changes in policies, procedures, regulations, business initiatives, and technologies.
  • Network with staff across departments to ensure that the Learning and Development Department maintains a positive and beneficial relationship with staff.
  • Assist in the development and execution of the annual training plan and training budget.
• Documentation:
  • Maintain accurate records of training sessions, attendance, and evaluation results.
  • Generate reports on training effectiveness for management review.
  • Report on progress of employees under guidance during training periods.
• Secondary Functions:
  • Keep abreast of new technologies, training trends, and products and services of the company. Maintain knowledge of instructional technologies.
  • Perform general administrative duties such as attending meetings, report production, etc.
• Other duties as assigned

Qualifications

Required:

• High school Diploma or GED
• 2–3 years experience training in a financial environment, preferred in Mortgage lines of business
• Knowledge of basic financial job skills, products, and services
• Proven presentation and facilitation skills
• Ability to travel within company’s footprint up to 75%

Preferred:

• Bachelor’s degree in related field
• Knowledge of Microsoft Word, PowerPoint, Excel, Articulate 360 and Canva

Key Competencies & Skills

• Accountability – Accepting responsibility that results in anticipation/prevention of problem areas from actions, and problem solving inside and outside the department/organization.
• Continuous Learning – Actively and continuously gaining insight of strengths and weaknesses in order to identify the relevant areas that need further development (with regard to skills and knowledge) and acting up on it.
• Organizational Awareness – Having and using knowledge of systems, situations, procedures, and culture inside the organization to identify potential problems and opportunities; perceiving the impact and the implications of decisions on other components of the organization.
• Functional Expertise and Usage – Acquiring and applying functional knowledge in an area of specialty that is not technical (for example, Sales, Finance, and Human Resources Management)
• Results Orientation – Being persistent and showing perseverance on achieving concrete and tangible results out of personal responsibility; getting optimum results from situations and being ready to take action and show tenacity in case of obstacles or resistance.
• Problem Solving – Having the ability to identify problems and issues of varying complexities and to find effective solutions with few guidelines.

Work Environment

• Employee spends the majority of time in office environment, generally accessible to the public, customers, and potential customers
• Noise level in the work environment is usually moderate
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

Comprehensive Benefits Package

• Paid Vacation and Sick Time
• 11 Paid Holidays
• 401(k) with Company Match
• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA)
• Disability Benefits
• Life Insurance, Critical Illness, Accident
• Employee Assistance Program (EAP)
• Tuition Reimbursement, Professional Development

Hope Enterprise Corporation does not participate in or engage in any form of visa sponsorship, including employment‑based visa applications or extensions (e.g., H‑1B, TN, O‑1, OPT, STEM OPT, etc.). Candidates must be legally authorized to work in the United States at the time of application and throughout the duration of employment.

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.