Lending Training Assistant Manager

Description

Lending Training Assistant Manager helps lead and manage training programs for all areas of Lending and Servicing. Collaborates with lending training manager and business units to identify business needs and incorporates them into training programs. Helps builds strategic plans to ensure curriculum, content, and programs align with MACU’s strategic direction.

LOCATION

Mountain America Center - Hybrid:

9800 S Monroe St
Sandy, UT 84070

SCHEDULE

Full Time

To be effective, an individual must be able to perform each essential duty successfully:

Works with manager and lending leadership to determine training and development needs
Consults with subject matter experts and department managers of internal team and supporting areas to ensure training program content is accurate, effectively communicated, and objectives met
Understands the loan lifecycle of origination, processing, underwriting, and closing, as well as lending programs, guidelines, policies and procedures
Creates and maintains new hire and continuous education training programs for all areas of lending and servicing
Continuously reviews programs and adapts to changing needs of business units and the regulatory environment
Communicates process, guideline, and regulatory changes to lending teams
Monitors, reviews, and reports on progress of participants through daily check-ins, surveys and discussions with key managers in order to be strategic in development direction
Identifies gaps and areas of improvement within training programs
Leads training meetings both in-person and virtually
Encourages collaboration among the teams by breaking down silos, gaining trust and support of others, and identifying opportunities for cross-functional training
Helps maintain lending policies and procedures on the Knowledge Center
Mentors and guides training team members to help further develop their knowledge and training techniques, and facilitate trainings with confidence and credibility
Provides daily support for team members and act as a continuous resource of lending knowledge
Helps team members acquire and maintain the necessary skills and confidence to excel in their field and provide exceptional member service
Collaborates with course designers ensuring classes are consistent in design, including presentation materials, participant materials, facilitator materials, etc.
Collaborates with manager to identify trends in monthly loan audits to address areas of needed improvement
Utilizes technology to enhance training programs, track projects, and create reporting
Collaborate with Lending Technology and leadership to test and support new technology and process enhancements
Models the MACU way behaviors by exhibiting mutual trust and respect, honesty and integrity, professionalism, and accountability
Performs other duties as assigned

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

5 years professional experience in a progressive lending or financial setting
3 years professional experience in training and development
2 years experience leading teams in a senior, lead, or management role
Content and Curriculum Development experience preferred
Knowledge of Adult-learning theory and principles preferred

Education

Bachelor’s degree from an accredited institution in business, organizational development or related field (education will be verified); OR three additional combined years of progressive experience in a lending, training, or talent development environment.

Licenses, Certificates, Registrations

None

Managerial Responsibility

Oversees, coordinates, and reviews the work of assigned staff
Has responsibilities that are direct or through work leaders or assistants typically with a subordinate group of 2-10 employees.
Recommends candidates for employment, conducts performance evaluations and salary reviews for assigned staff, and applies company policy.

Computer/Office Equipment Skills

Advanced skills with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel
Demonstrated experience with Symitar and LOS systems 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 Skill and Abilities

Excellent communication skills including both verbally and written communication
Maintain a high standard of excellence, commitment, dedication and flexibility
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 creative processes
Takes initiative to be a problem solver and provide suggestions to improve processes and efficiencies
Excellent inter-personal skills including the ability to lead and collaborate with ad-hoc teams

PHYSICAL REQUIREMENTS/ 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