Training Specialist I

Proctor and Company; Troy (MI); On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

Health benefits

401k

Employee tuition reimbursement

Student loan assistance

ESPP

Mental health & wellness support

Paid time off & holidays

Partner discounts & perks

Job summary

Proctor Loan Protector seeks a training specialist to develop and deliver programs for lending solutions teams. You will conduct both group and individual training, tracking progress, and ensuring adherence to quality standards and regulatory requirements.

The role emphasizes improving processes, documenting training, and coaching staff to enhance performance and accuracy across PLP systems.

Qualifications

• High School Diploma or GED required.
• MS Office Word and Excel proficiency required.
• Strong verbal and written communication skills.
• Strong insurance knowledge and analytical abilities.
• Mastery of multiple processes and issue resolution.
• Demonstrated ability to meet production metrics and maintain low error rate.
• Knowledge of Residential and Commercial Tracking.
• Preferred: Associate’s or Bachelor’s degree in business/financial discipline.

Responsibilities

• Train new hires and existing teammates on PLP systems and processes.
• Lead classroom-style and one-on-one training sessions.
• Provide training communication and reporting; summarize topics and follow-up actions.
• Ensure compliance with departmental rules and client expectations.
• Develop and update Quality Control Standards; suggest process improvements.
• Create/edit training materials and coach staff on updates.
• Monitor data entry quality; provide feedback for coaching.
• Possess strong knowledge of department processes and root-cause analysis.

Skills

MS Office (Word & Excel)

Verbal & written communication

Insurance knowledge

Analytical skills

Process mastery

Issue resolution

Quality metrics

Residential & Commercial Tracking

Production metrics

Education

High School Diploma/GED

Associate’s or Bachelor’s degree (preferred) in business/financial field

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Proctor Loan Protector does not sponsor any type of work visa’s or STEM programs.

Who are we? What do we do?

Company Overview: Proctor Loan Protector provides comprehensive insurance products and service solutions for financial institutions. While weaving compliance throughout all our applications and technologies, Proctor Loan Protector operates as an extension of our clients, where partnership meets innovation.

What’s the culture like at Proctor Loan Protector?

At Proctor Loan Protector, we are committed to fostering a workplace that values diversity and personal growth. As we continue to grow and expand, this allows us to offer career paths and opportunities.

We are dedicated to ensuring that all our teammates feel valued and work in a fun and rewarding work environment.

What can I expect from working at Proctor Loan Protector?

• Fun work environment with a variety of work
• Being part of a team
• Career growth
• Ability to highlight your skills
• Feel valued
• Great benefits, pay and culture

SUMMARY

This position is responsible for training and coaching new hires and existing teammates on Lender Solutions departmental tasks and procedures.

Essential Duties and Functions

• Conduct training classes on PLP systems and processes, whether a new hire class of newly started team members, or a continued development course for existing staff.
• This position requires the ability to lead classroom style and one-on-one training discussions for extended periods of time on a regular basis.
• Provide training communication and reporting on any training completed, as well as complete a summary of topics learned and recommendations for follow-up and improvements.
• Delivery of departmental rules and expectations to new persons in an exacting manner.
• Assist in developing and updating Quality Control Standards to assure that all processes within Proctor Loan Protector maintain an excellent quality rating.
• Suggest process improvement to management
• Create new / edit existing training documentation and key training tips for new and existing staff / Coach staff on process updates
• Works to ensure that our processes remain in compliance with regulations and our client expectations.
• Monitor random sampling of all data entry and provide error feedback to managers for coaching and mentoring of staff.
• Demonstrate high level of knowledge of all processes within the departments trained.
• Research errors for root cause analysis.
• Understand all insurance requirements for both residential and commercial tracking
• Strong Communication capacity with clients and leadership; clearing issues working deficiencies and tracking policies
• Maintain superior levels of quality and production metrics.
• Ability to take on more responsibility as needed, including additional classes, audits, and other support functions.
• Back-up existing staff as needed

Other duties may be assigned.

Competencies

• Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.
• Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.
• Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates excellent presentation skills.
• Written communication—the individual excels in the area of editing, spelling and grammar, presents numerical data effectively and is able to read and interpret written information at a high level.
• Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
• Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
• Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.
• Adopts new procedures quickly and efficiently as part of their knowledge sharing skillset.
• Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

• High School Diploma/GED
• Proficient with MS Office– specifically Word and Excel
• Superior verbal and written communication skills, demonstrated in previous roles.
• Strong insurance knowledge
• Strong analytical skills
• Mastered more than one process
• Ability to resolve and addresses issues
• Low error rate
• Meets production metrics
• Knowledgeable in Residential and Commercial Tracking
• Attendance/Quality/Production must meet or exceed PFI standards.

• Preferred: Associate’s or Bachelor’s degree in a business or financial related discipline

Physical Requirements

Necessary on a Regular Basis:

• Repetitive motion.
• Manual dexterity, arm, and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day.
• Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.
• Vision sufficient for use of a computer monitor.
• Sedentary work.
• Ability to sit at a desk 7-8 hours per day.
• Worker not substantially exposed to adverse environmental conditions.

Pay Ranges

Any posted pay range considers a wide range of compensation factors, including skills, experience, work location and more. We offer competitive pay while still allowing for compensation growth within the position and company.

This job description is not meant to be an all-inclusive statement of the duties of the position listed above. Other appropriate duties may be required from time to time.

EEO Statement

Proctor Loan Protector is an Equal Opportunity and Affitative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, national origin, gender identification or sexual orientation, disability, protected veteran status or any other classification protected under law.

Teammate Benefits & Total Well-Being

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. Known in the industry for innovative solutions, collaborative partnerships, and superior customer service, Proctor Loan Protector has been a consistent leader in providing insurance products and services to protect banks, loan originators, mortgage servicers, subservicers, property investors, Property & Casualty agencies, and government entities for over four decades.

Proctor’s service deliverables are concentrated almost exclusively on lender-placed insurance, hazard tracking and related services that complement our primary offering. Focusing energies on such specialization, Proctor has grown to be a respected industry expert.

Proctor is a company of dedicated teammates who are committed to protecting their clients' portfolios and providing the best customer service experience for their borrowers.

Proctor Loan Protector is a wholly-owned subsidiary of Brown & Brown, Inc. Among the top ten insurance intermediaries in the United States, Brown & Brown invests in Proctor Loan Protector’s technology, people, and infrastructure to enhance the client and borrower experience and provide long-term financial stability.

Proctor Loan Protector is a silver-level certified veteran-friendly employer.