LoanIQ SME/Trainer

Motion Recruitment; Charlotte (NC); Hybrid; USD 95,000 - 125,000; Full time

Job summary

Motion Recruitment is seeking a LoanIQ SME/Trainer for a long-term contract in Charlotte, NC (hybrid). You will train end users and develop materials during conversion efforts for a major financial services client.

The role requires 5+ years with LoanIQ and strong communication; you will design sessions, create labs, and align content with business processes.

Qualifications

• 5+ years of LoanIQ experience with strong knowledge of lending operations workflows.
• Ability to clearly explain complex processes and system functionality to end users.
• Experience developing training materials, job aids, and structured learning content.
• Strong verbal and written communication skills.
• Proficiency in PowerPoint, Word, Excel, and SharePoint.

Responsibilities

• You will train end users and create training materials during conversion efforts.
• Design and deliver instructor-led LoanIQ training sessions for Operations users.
• Develop and maintain training materials, including presentations, job aids, and knowledge checks.
• Create role-based training content and real-world practice lab scenarios aligned to business processes.
• Configure training/test environments to enable hands-on learning.
• Partner with business and operations teams to support procedure creation and reviews.
• Ensure training content aligns with current processes, enhancements, and conversion requirements.
• Facilitate practice labs and reinforce learning through scenario-based exercises.
• Walk through LoanIQ screens and workflows during training sessions.

Skills

LoanIQ experience

Communication skills

Training materials development

Tools

PowerPoint

Word

Excel

SharePoint

Job description

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a LoanIQ SME/Trainer in Charlotte NC, Irving TX, Minneapolis MN, Roanoke VA (Hybrid).

Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially,

Contract Duration: 12+ months with possible extensions or FTE conversion

Required Skills & Experience

5+ years of LoanIQ experience, with strong functional knowledge of lending operations workflows

• Deep LoanIQ experience is more important than formal training experience.
• Ability to clearly explain complex processes and system functionality to end users
• Experience developing training materials, job aids, and structured learning content
• Strong verbal and written communication skills
• Proficiency in PowerPoint, Word, Excel, and SharePoint

What You Will Be Doing

You will be train end users and create training materials during their upcoming conversion efforts.

Design and deliver instructor-led LoanIQ training sessions for Operations users

• Develop and maintain training materials, including presentations, job aids, and knowledge checks
• Create role-based training content and real-world practice lab scenarios aligned to business processes
• Configure training/test environments to enable hands-on learning
• Partner with business and operations teams to support procedure creation and reviews
• Ensure training content aligns with current processes, enhancements, and conversion requirements
• Facilitate practice labs and reinforce learning through scenario-based exercises
• Walk through LoanIQ screens and workflows during training sessions

NICE TO HAVE

• Experience supporting AFS to LoanIQ conversions or similar system migrations
• Background in Lending Operations (e.g., servicing, booking, payments, or loan maintenance)
• Experience working in UAT/test environments

SOFT SKILLS

• Strong facilitation and presentation skills with the ability to engage diverse audiences
• Ability to adapt training delivery based on learner needs and experience levels
• High attention to detail with a focus on accuracy and clarity in training content
• Ability to manage multiple priorities in a fast-paced, high-demand environment
• Self-starter who can work independently while collaborating with cross-functional teams
• Strong problem-solving skills and ability to adjust approach based on feedback