Job Details

Corporate Trainer

The Corporate Trainer will be responsible for the creation, development, and administration of training programs to meet specific business needs for new and existing employees. The Corporate Trainer is accountable for identifying the skills, knowledge, and abilities necessary for team members to perform their duties successfully and will provide accurate training of ALCOVA systems and processes.

Duties and Responsibilities

1. Collaborate with VP of Training to create training collateral
2. Create written training materials for the Loan Originator, Loan Originator Assistant, and Processing roles
3. Create training collateral written, videos, training decks, etc.
4. Create and facility training session both in-person and virtually
5. Maintain and update training collateral as needed
6. Develop additional value-added training as deemed necessary
7. Educate employees regarding process flows that are specific to Alcova Mortgage.
8. Create small training modules for the Wednesday Wakeup sessions
9. Conduct training specifically for Encompass
10. Conduct training specially for nCino
11. Educate employees regarding process flows that are specific to ALCOVA Mortgage
12. Answer questions and provide guidance around issues that pertain to training
13. Review employee loan files after training and provide feedback
14. Aspirations to learn more formal training methods including:

• Learning about adult learning styles
• Learning about the pathways to facilitation
• Developing engagement techniques
• Incorporating games and testing methods into training
• Developing eCourses

Education, Experience, Licensure, and Competencies

1. High school diploma, or equivalent education and experience; college degree in a relevant field preferred
2. Must have the ability to manage multiple tasks at one time
3. Must exhibit patience and understanding in all interactions
4. Training experience in the mortgage industry is required
5. Must have well-rounded knowledge of the mortgage industry as a whole
6. Experience training Loan Originators/ Officers/Ops is preferred
7. Expert-level knowledge of Encompass software is required
8. Experience using or training in nCino is preferred
9. Experience as a Loan Originator/ Officer /Operational functions is preferred
10. Confident and comfortable training large groups
11. Must be able to take risks and learn new things
12. Experience with Conventional, FHA, VA, USDA and Bond loan types
13. Must have strong verbal and written communication skills
14. Must be enthusiastic, energetic, empathetic, and creative
15. Must be a self-started, resourceful, and value accountability
16. Passion to serve others both internal and external to the organization
17. Able to identify and resolve problems in a timely manner
18. Must be able to evaluate issues, assess risk, and be decisive
19. Able to understand and respond appropriately to basic inquires
20. Able to read, write, and communicate using the English language sufficient to perform job functions
21. Able to use Company equipment in assigned area (including but not limited to telephone, copiers fax machines, computers, internet, etc.).
22. Able to access, input, retrieve, and interpret information using applicable computer systems (including, but not limited to, Microsoft Word, Excel, Outlook, industry-specific computer software, etc.).
23. Well-versed with keyboard shortcuts and able to identity new ways to complete a task in less time
24. Relies on limited experience and judgment to plan and accomplish goals
25. Works well both independently and in a group with little supervision
26. Compliance with all Bank Secrecy Act (BSA), Anti-Money Laundering (AML) laws, and Office of Foreign Asset Controls (OFAC) requirements is required. Employee must complete annual training in these areas

Work Environment

This job operates in a clerical office setting; climate-controlled surroundings with adequate lighting and little or moderate noise when in the office. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

This is largely a sedentary role; however, some filing and photocopying is required. This would require the ability to lift files, open filing cabinets, and bend or stand as necessary.

Travel

This position requires up to 25% travel. Moderate travel needed by private vehicle or airline carriers with over-night stays in modern facilities at times. Regional traffic conditions when traveling by car to-and-from business appointments. Mileage reimbursement will be provided at current IRS allowable rates.

Expected Hours of Work

Days and hours of work are Monday through Friday, 8:30 a.m. to 5:00 p.m. Evening and weekend work may be required as job duties demand.

Other Duties

This position performs additional duties as assigned, given adequate guidance and resources. This Job Description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee to perform this job. Duties, responsibilities and activities may change at any time with or without notice.

EOE D/V/M/F