MORTGAGE LEARNING AND DEVELOPMENT SPECIALIST II

Hope Credit Union - Jackson, MS

Full-time - Mid Level

Jackson, MS

About the position

The Learning and Development Specialist II (Mortgage) at HOPE is a pivotal role focused on enhancing the skills and knowledge of mortgage employees through the design, development, and delivery of effective training programs. This position is integral to fostering an organizational culture that values open communication, innovation, and associate engagement, contributing to high performance within the company. The specialist will work closely with various departments to assess training needs and create customized programs that align with HOPE's objectives, ensuring that employees are well-equipped to meet the demands of their roles. In this role, the specialist will collaborate with subject matter experts to identify technical training needs and develop engaging training materials, including presentations, e-learning modules, and assessments. The training delivery will involve conducting sessions for employees, facilitating New Hire Orientation, and coordinating training schedules to align with the company's hiring and training needs. The specialist will also assist employees with specific task-related queries, providing job aids and coaching as necessary. The position requires continuous improvement of training materials to reflect industry best practices and technological advancements. The specialist will implement evaluation tools to measure the effectiveness of training programs, gather participant feedback, and adjust content as needed. Staying current with industry trends and technologies is essential to provide the most up-to-date training. Additionally, the specialist will lead train-the-trainer sessions, consult with management and employees to understand training needs, and maintain accurate records of training sessions and evaluations. This role also involves compliance with various regulatory requirements and accountability for business results, including expense control within budget constraints and timely delivery of knowledge.

Responsibilities

• Design and develop engaging, interactive, and results-oriented technical training materials.
• Conduct training sessions for employees, ensuring a clear and engaging learning experience.
• Deliver and assist with New Hire Orientation and Compliance Training.
• Coordinate training schedules with the hiring and training needs of the company.
• Create instructional materials including training objectives, course outlines, and relevant handouts.
• Continuously update and improve training materials to reflect industry best practices.
• Implement evaluation tools and assessments to measure the effectiveness of training programs.
• Gather feedback from participants and adjust training content as needed.
• Lead train-the-trainer sessions to equip others with skills to deliver and evaluate training effectively.
• Maintain accurate records of training sessions, attendance, and evaluation results.

Requirements

• Bachelor's degree in a related field.
• 2-3 years' experience training in a financial environment.
• 2-3 years' experience working in or with a mortgage department.
• Minimum 1 year of project management experience.
• Knowledge of basic financial job skills, products, and services.
• Proven presentation and facilitation skills.
• Ability to travel within the company's footprint up to 50%.
• Knowledge of Microsoft Word, PowerPoint, Excel, Articulate360, and Canva.

Nice-to-haves

• Experience with instructional technologies.
• Familiarity with regulatory compliance requirements in the financial sector.

Benefits

• Health insurance coverage.
• 401k retirement savings plan.
• Paid holidays and vacation time.
• Professional development opportunities.
• Flexible scheduling options.