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Retail Mortgage Trainer

Colonial Savings

Job Description



The Retail Mortgage Trainer will be responsible for the analysis, development, implementation, evaluation and maintenance of training activities primarily supporting the Retail Mortgage business unit of Colonial Savings. Scope will include new hire orientation to introduce Retail specific systems, processes, procedures and products to Retail Sales, Operations and Support personnel; ongoing employee training to disseminate product, industry and corporate information and updates; and the ongoing delivery of training and development programs designed to meet identified organizational needs.

Responsibilities include:
  • Partner with Retail Management to assess and define new and existing employee training needs
  • Continually assesses the efficiencies and processes of Retail Branch operations, including employee skill and knowledge levels to identify competency gaps and areas of opportunity
  • Consult within the corporate training team and with the Retail line of business on best learning solutions and strategies to achieve the desired performance objectives
  • Apply instructional design and adult learning theory to propose solutions that are cost-effective, easy to create and maintain, visually and instructionally compelling and provide a rewarding experience to the learner
  • Recommend and develop new content leveraging the most effective medium to meet learner and organizational needs including ILT, virtual, e-learning, job aids, manuals, side-by-side and/or blended solutions
  • Establish and maintain process standards that produce content deliverables aligned with instructional design concepts and company practices
  • Ensure documents (policies, procedures and work instructions) are relevant and consistent with training course materials and content
  • Review, edit and re-design existing curriculum as needed
  • Provide routine status reporting and communications to Retail management regarding training activities
  • Develop and distribute communications to appropriate audiences to inform employees about training opportunities, progress and other applicable updates
  • Recommend and implement improvements to existing training processes driven by new objectives, industry standards, new technologies, and internal business needs
  • Perform on-site training for newly opened Retail Branches
  • Develop tools for evaluating training effectiveness to ensure that the training and development programs are meeting the needs of the business
  • Perform administrative tasks within the Learning Management System to manage content, registrations, attendance and course assessments
  • Develop and maintain appropriate technical skills to support the material creation process
  • Provide quality assurance for all design processes and deliverables (e.g. accuracy in grammar and content, application of learning theory and design principles, and use of appropriate templates and branding)
  • Maintain a comprehensive understanding of company, product and industry from continued training, education and self-learning
  • Collaborate with subject matter experts regarding instructional design
  • Partners with the Talent Development Manager to coordinate global initiatives
  • Manages special projects as needed


Requirements:
  • 2+ years LOS (Loan Origination System) experience required (Empower and Mortgage Cadence preferred)
  • 2+ years of comprehensive mortgage origination or processing experience required
  • Experience in mortgage origination staff training required
  • Experience with the mortgage industry and mortgage terminology
  • Knowledge of FNMA, FHLMC, FHA, VA loan products
  • Current knowledge of all applicable laws, regulations, and industry knowledge
  • Ability to quickly learn our products and programs
  • Knowledge of adult learning, educational techniques, instructional program design, and best training practices
  • Ability to make effective presentations to all levels of the organization
  • Excellent verbal and written communication skills
  • Strong leadership and communication skills
  • Demonstrated project management skills
  • Ability to perform multiple tasks and prioritize responsibilities in a dynamic, fast paced working environment
  • Strong organizational skills and ability to plan and implement resolutions to problems
  • Proficient in Microsoft Office Suite, including Word, Excel, PowerPoint, Adobe and Outlook
  • Ability to prioritize and manage multiple projects within deadlines
  • Ability to work in both a collaborative (team) environment as well as perform independent work is required
  • Ability to travel as required for Branch training needs


This position offers a full range of benefits including Health, Dental, and 401k.

Equal Opportunity Employer

M/F/Disability/Vet.

Member FDIC | Equal Housing Lender | NMLS ID 401285

Job Requirements

 
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Job Snapshot

Location US-TX-Fort Worth
Employment Type Full-Time
Pay Type Hour
Pay Rate N/A
Store Type

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Terms & Conditions
Snapshot
Colonial Savings
Company:
US-TX-Fort Worth
Location:
Full-Time
Employment Type:
Hour
Pay Type:
N/A
Pay Rate:
Store Type:

Job Description



The Retail Mortgage Trainer will be responsible for the analysis, development, implementation, evaluation and maintenance of training activities primarily supporting the Retail Mortgage business unit of Colonial Savings. Scope will include new hire orientation to introduce Retail specific systems, processes, procedures and products to Retail Sales, Operations and Support personnel; ongoing employee training to disseminate product, industry and corporate information and updates; and the ongoing delivery of training and development programs designed to meet identified organizational needs.

Responsibilities include:
  • Partner with Retail Management to assess and define new and existing employee training needs
  • Continually assesses the efficiencies and processes of Retail Branch operations, including employee skill and knowledge levels to identify competency gaps and areas of opportunity
  • Consult within the corporate training team and with the Retail line of business on best learning solutions and strategies to achieve the desired performance objectives
  • Apply instructional design and adult learning theory to propose solutions that are cost-effective, easy to create and maintain, visually and instructionally compelling and provide a rewarding experience to the learner
  • Recommend and develop new content leveraging the most effective medium to meet learner and organizational needs including ILT, virtual, e-learning, job aids, manuals, side-by-side and/or blended solutions
  • Establish and maintain process standards that produce content deliverables aligned with instructional design concepts and company practices
  • Ensure documents (policies, procedures and work instructions) are relevant and consistent with training course materials and content
  • Review, edit and re-design existing curriculum as needed
  • Provide routine status reporting and communications to Retail management regarding training activities
  • Develop and distribute communications to appropriate audiences to inform employees about training opportunities, progress and other applicable updates
  • Recommend and implement improvements to existing training processes driven by new objectives, industry standards, new technologies, and internal business needs
  • Perform on-site training for newly opened Retail Branches
  • Develop tools for evaluating training effectiveness to ensure that the training and development programs are meeting the needs of the business
  • Perform administrative tasks within the Learning Management System to manage content, registrations, attendance and course assessments
  • Develop and maintain appropriate technical skills to support the material creation process
  • Provide quality assurance for all design processes and deliverables (e.g. accuracy in grammar and content, application of learning theory and design principles, and use of appropriate templates and branding)
  • Maintain a comprehensive understanding of company, product and industry from continued training, education and self-learning
  • Collaborate with subject matter experts regarding instructional design
  • Partners with the Talent Development Manager to coordinate global initiatives
  • Manages special projects as needed


Requirements:
  • 2+ years LOS (Loan Origination System) experience required (Empower and Mortgage Cadence preferred)
  • 2+ years of comprehensive mortgage origination or processing experience required
  • Experience in mortgage origination staff training required
  • Experience with the mortgage industry and mortgage terminology
  • Knowledge of FNMA, FHLMC, FHA, VA loan products
  • Current knowledge of all applicable laws, regulations, and industry knowledge
  • Ability to quickly learn our products and programs
  • Knowledge of adult learning, educational techniques, instructional program design, and best training practices
  • Ability to make effective presentations to all levels of the organization
  • Excellent verbal and written communication skills
  • Strong leadership and communication skills
  • Demonstrated project management skills
  • Ability to perform multiple tasks and prioritize responsibilities in a dynamic, fast paced working environment
  • Strong organizational skills and ability to plan and implement resolutions to problems
  • Proficient in Microsoft Office Suite, including Word, Excel, PowerPoint, Adobe and Outlook
  • Ability to prioritize and manage multiple projects within deadlines
  • Ability to work in both a collaborative (team) environment as well as perform independent work is required
  • Ability to travel as required for Branch training needs


This position offers a full range of benefits including Health, Dental, and 401k.

Equal Opportunity Employer

M/F/Disability/Vet.

Member FDIC | Equal Housing Lender | NMLS ID 401285

Job Requirements

 
Retail Mortgage Trainer Apply now