Under limited supervision, the Learning and Engagement Specialist is responsible for and participates in projects involving the training facilitation and engagement initiatives of the Company. The team member will be responsible for research, analysis, development, implementation, communication, and maintenance of learning documentation to effectively meet operational and regulatory requirements of the Company.
Responsibilities
- Develops training materials, presentations, procedures, forms, communications, course descriptions, and additional content in accordance with department standards.
- Promote, communicate, and follow-up with learning opportunities to internal and external participants.
- Design learning content that is clear, concise, engaging, and accurate.
- Facilitates trainings and meetings according to best practices for the department and company standards.
- Evaluate existing content for updates and initiate projects based on organization needs. Completes internal and external audits and gathers related content appropriately.
- Interviews subject matter experts, observes work processes, and communicates with business leaders and team members to research and analyze information required for the development or update of documentation.
- Performs industry research and analyses, and writes learning content in accordance with project goals, compliance, and legal requirements.
- Manages all projects as a project manager in all stages including analysis, design, development, implementation, and evaluation. Ensures all projects are completed on time.
- Conducts and attends all meetings and trainings associated with projects and job function.
- Publish all content according to company standards.
- Support departmental initiatives and identity ways to enhance training effectiveness.
- Perform various other duties and projects as assigned.
Required Skills
- Bachelor’s Degree or equivalent training and writing experience.
- Minimum 5 years’ experience in mortgage lending industry.
- Minimum 5 years’ experience writing/formulating training and procedure documentation in the mortgage lending industry.
- Excellent operating knowledge of mortgage lending industry/banking industry, wholesale lending processes.
- Demonstrated experience in the development of learning content including participant guides, presentations, procedure, and quick reference guides documentation.
- Excellent writing, editing, proofreading, and process mapping skills, with knowledge of and experience in the application of policy and procedures standards.
- Excellent written and verbal communication skills, with the ability to interact effectively with all levels ofthe organization.
- Advanced proficiency in MS Word, Excel, PowerPoint, Outlook, and other software applications, such as Visio and Adobe Acrobat Pro, used in performance of job duties.
- Proficiency in virtual training technology to share screens, host video conferences, and utilize technological applications for engagement.
- Perform multiple tasks, prioritize projects, and meet critical deadlines, while maintaining quality.
- Ability to understand complex problems, and to collaborate and explore alternative solutions.
- Effective decision-making skills, sound judgement, and strong technical aptitude.
- Strong organization and analytical skills, with strong attention to detail.
- Manage projects with a sense of urgency and adapt to changing priorities.
- Initiates work and projects and self-motivator, with the ability to work autonomously.
- Ability to work with general supervision while performing job duties.
- Ability to maintain strict confidentiality and discretion.
- Effective and authentic relationship building and establish collaborative relationships with all team members.