Lending Training Specialist; Mortgage Services

Lending Training Specialist (Mortgage Services) Job Summary

Acts as an expert in lending and servicing areas to provide onboarding, training, and continuing education to new and developing team members. Ensures all new and updated rules and regulations are communicated, understood, and implemented in a timely manner. Is a main resource for lending personnel for questions throughout the loan life‑cycle process.

Location:

Mountain America Center, 9800 South Monroe Street, Sandy, UT

Schedule:

Monday‑Fri 9am‑6pm

To be effective, an individual must be able to perform each job duty successfully.

• 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

• 5 years professional experience in a progressive financial setting, working in a lending setting preferred
• Advanced understanding of training and development
• Knowledge of adult‑learning theory and principles preferred

Bachelor’s degree in Business Administration, Finance or related field or 3 additional combined years of experience in a progressive financial lending role, training role, or relevant experience.

No certifications required

Has no supervisory/managerial responsibilities

• Advanced skills with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel
• Experience with various LOS systems such as ICE Encompass, Blend, Abrigo, etc. preferred

• Demonstrated ability to clearly express ideas, methodology, results and recommendations verbally, in writing and through insightful reports and graphic illustrations
• Demonstrated ability to document outcomes and present information in a manner appropriate for key stakeholders and all levels of the organization

• A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities becomes necessary and often requires the ability to influence and/or sell…