Mountain America Credit Union
Lending Training Specialist (Mortgage Services)
Mountain America Credit Union, Sandy, Utah, United States, 84092
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.
Job Description 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.
Responsibilities
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
Knowledge, Skills, and Abilities
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
Education 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.
Licenses, Certifications, Registrations No certifications required
Managerial Responsibility Has no supervisory/managerial responsibilities
Computer/Office Equipment Skills
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
Language Skills
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
Other Skills And Abilities
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 ideas or services to others.
Ability to speak clearly and confidently in front of small to large audiences.
Knowledge and understanding of training and communication concepts, practices and procedures.
Knowledge and skills necessary to build relationships through proactively uncovering and meeting member’s needs.
Ability to work both autonomously and collaboratively in a fast‑paced environment.
Self‑starter with strong organizing and time management skills and the ability to work productively and efficiently in a fast‑paced environment with multiple projects and timelines
Adaptive to change, responds positively to altered circumstances or conditions
Possess a desire and willingness to learn and continually update knowledge base on financial concepts, strategies, regulations, systems etc.
Take initiative to be a problem solver and provide suggestions to improve processes and efficiencies.
Excellent interpersonal skills including the ability to lead and collaborate with ad‑hoc teams
Physical Abilities / Working Conditions Physical Demands Ability to sit, talk and hear consistently
Ability to stand, walk, and use hands to handle or reach occasionally
Vision Requirements Close vision (clear vision at 20 inches or less)
Distance vision (clear vision at 20 feet or more)
Weight Lifted or Force Exerted Ability to lift up to 10 pounds occasionally
Environmental There are no unusual environmental factors (such as a typical office)
Noise Environment Moderate noise such as in a business office with equipment and light traffic.
Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.
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Job Description 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.
Responsibilities
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
Knowledge, Skills, and Abilities
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
Education 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.
Licenses, Certifications, Registrations No certifications required
Managerial Responsibility Has no supervisory/managerial responsibilities
Computer/Office Equipment Skills
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
Language Skills
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
Other Skills And Abilities
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 ideas or services to others.
Ability to speak clearly and confidently in front of small to large audiences.
Knowledge and understanding of training and communication concepts, practices and procedures.
Knowledge and skills necessary to build relationships through proactively uncovering and meeting member’s needs.
Ability to work both autonomously and collaboratively in a fast‑paced environment.
Self‑starter with strong organizing and time management skills and the ability to work productively and efficiently in a fast‑paced environment with multiple projects and timelines
Adaptive to change, responds positively to altered circumstances or conditions
Possess a desire and willingness to learn and continually update knowledge base on financial concepts, strategies, regulations, systems etc.
Take initiative to be a problem solver and provide suggestions to improve processes and efficiencies.
Excellent interpersonal skills including the ability to lead and collaborate with ad‑hoc teams
Physical Abilities / Working Conditions Physical Demands Ability to sit, talk and hear consistently
Ability to stand, walk, and use hands to handle or reach occasionally
Vision Requirements Close vision (clear vision at 20 inches or less)
Distance vision (clear vision at 20 feet or more)
Weight Lifted or Force Exerted Ability to lift up to 10 pounds occasionally
Environmental There are no unusual environmental factors (such as a typical office)
Noise Environment Moderate noise such as in a business office with equipment and light traffic.
Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.
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