Learning & Development Specialist II - Mortgage

Hope Credit Union Enterprise Corporation; Jackson (MS); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

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

Tuition Reimbursement, Professional De

Job summary

Hope Enterprise Corporation in Jackson, MS, is seeking a Learning & Development Specialist II for Mortgage to design, develop, and deliver training programs that enhance mortgage staff skills and knowledge. You will collaborate with multiple departments to identify training needs and align programs with company objectives.

The role emphasizes creating engaging materials, conducting sessions, maintaining content, and evaluating training impact while staying current with industry practices.

Qualifications

• High school diploma or GED required; bachelor’s degree preferred.
• 2–3 years training experience in a financial environment, mortgage preferred.
• Proven presentation and facilitation skills.
• Willingness to travel within the company footprint up to 75%.

Responsibilities

• Design and develop engaging, interactive training materials and assessments.
• Deliver training sessions and assist with New Hire Orientation and Compliance Training.
• Coordinate training schedules and develop training calendars.
• Update content to reflect industry best practices and technology advances.
• Evaluate training effectiveness and adjust content as needed.

Skills

Presentation skills

Facilitation skills

Training needs assessment

Travel up to 75%

Financial knowledge

Education

Bachelor’s degree in related field

Tools

Microsoft Word

PowerPoint

Excel

Articulate360

Canva

Job description

Learning & Development Specialist II - Mortgage

Job Category: Human Resources

Requisition Number: LEARN002314

• Posted : August 28, 2026
• Full-Time
• On-site

Locations

Showing 1 location

Jackson, MS 39206, USA

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/ .

Department: Human Assets

Reports To: VP, Learning & Development Manager

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. Develop training calendar.
  • Assist employees with problems concerning “how to” perform specific tasks related to their positions. This can be done by creating relevant job aids, one on one or coaching.
• Content Maintenance and Updates:
  • Create instructional material. Course development includes: training objectives, course outlines, instructor and participant guides, relevant handouts, tests/quizzes, relevant hands-on training exercises, and computer-based training, etc.
  • 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.
• 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 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, Power Point, Excel, Articulate360 and Canva.
• 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.
• 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.
• 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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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.