Mortgage Training Specialist, VP
Morgan Stanley, Dallas, TX, United States
Mortgage Training Specialist – Vice President
MSPBNA Home Loans is seeking a Vice President, Mortgage Training Specialist who is well versed in adult learning principles and methodologies, content development and delivery, and is an experienced mortgage professional. The role supports the execution of business strategies, leading to the success of employees and teams within the mortgage lending department by ensuring alignment of individual, team and organizational goals while fostering a culture of accountability, continuous improvement and compliance with industry standards.
The person in this role has a history of managing multiple tasks, meeting deadlines, navigating competing priorities and demonstrating strong leadership and communication skills to collaborate with leadership to drive employee performance, enhance productivity and support business objectives in a regulated financial environment.
This role will report to the Mortgage Training Manager and can be located in the Coppell or Tempe office. Very limited travel may be required.
Key Responsibilities
Leverage instructional design/delivery and mortgage expertise to aid in the design, development and delivery of training materials that support a variety of initiatives and strategies.
Develop and maintain relationships in a matrixed environment.
Gather data from various resources, analyze trends and provide actionable insights to leadership.
Determine appropriate learning modality based on topic, content and business need.
Partner with Home Loans leadership in identifying opportunities to support business strategies that will impact efficiency gains across all roles.
Facilitate learning for both in person and virtual audiences.
Outline and implement review cycles, success measures and feedback analysis for all training programs and materials.
Skills & Abilities
Advanced proficiency in Microsoft Office Suite.
Proficient in utilizing Articulate Suite to design, develop and deliver interactive e-learning content and training materials.
Strong analytical skills with diligence and accuracy.
Ability to manage multiple priorities in a fast‑paced environment.
Ability to build effective partnerships across all levels of the organization.
Expertise in instructional design, curriculum development and training methodologies.
Strong organizational, planning and project management skills.
Excellent communication, presentation and facilitation abilities.
Ability to effectively manage competing priorities, including the development and delivery of status updates, findings and trends.
Required Qualifications
5+ years of experience in instructional design.
5+ years of mortgage industry knowledge, including an understanding of credit and complex mortgage scenarios for UHNW clients.
Experience in project management preferred.
Equal Employment Opportunity Statement Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed and advanced based on their skills and talents. Our workforce reflects a broad cross‑section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
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The person in this role has a history of managing multiple tasks, meeting deadlines, navigating competing priorities and demonstrating strong leadership and communication skills to collaborate with leadership to drive employee performance, enhance productivity and support business objectives in a regulated financial environment.
This role will report to the Mortgage Training Manager and can be located in the Coppell or Tempe office. Very limited travel may be required.
Key Responsibilities
Leverage instructional design/delivery and mortgage expertise to aid in the design, development and delivery of training materials that support a variety of initiatives and strategies.
Develop and maintain relationships in a matrixed environment.
Gather data from various resources, analyze trends and provide actionable insights to leadership.
Determine appropriate learning modality based on topic, content and business need.
Partner with Home Loans leadership in identifying opportunities to support business strategies that will impact efficiency gains across all roles.
Facilitate learning for both in person and virtual audiences.
Outline and implement review cycles, success measures and feedback analysis for all training programs and materials.
Skills & Abilities
Advanced proficiency in Microsoft Office Suite.
Proficient in utilizing Articulate Suite to design, develop and deliver interactive e-learning content and training materials.
Strong analytical skills with diligence and accuracy.
Ability to manage multiple priorities in a fast‑paced environment.
Ability to build effective partnerships across all levels of the organization.
Expertise in instructional design, curriculum development and training methodologies.
Strong organizational, planning and project management skills.
Excellent communication, presentation and facilitation abilities.
Ability to effectively manage competing priorities, including the development and delivery of status updates, findings and trends.
Required Qualifications
5+ years of experience in instructional design.
5+ years of mortgage industry knowledge, including an understanding of credit and complex mortgage scenarios for UHNW clients.
Experience in project management preferred.
Equal Employment Opportunity Statement Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed and advanced based on their skills and talents. Our workforce reflects a broad cross‑section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
#J-18808-Ljbffr