Edtech.com's Summary

First Mutual Holding Co is hiring a Training Specialist to coordinate and execute training initiatives across all Member Banks, including Loan, Retail, Regulatory, and Sales training. The role involves developing training programs, facilitating virtual sessions, collaborating with various departments, and maintaining updated training materials and compliance with banking laws.

Highlights

Develop and implement comprehensive training programs for Member Banks including retail, lending, new hire, and sales training.
Coordinate training needs and schedules with Shared Services, Retail Banking, and Member Banks.
Facilitate virtual and web-based training using varied adult learning techniques.
Maintain current knowledge of consumer lending platforms, policies, and regulations.
Create and update lending training manuals and content for innovative learning platforms.
Provide expertise to staff regarding lending products and processes and monitor updates to LOS systems.
3-5 years banking experience required, preferably in lending, retail, training, or support roles.
Proficiency in core banking platforms such as Cleartouch, Meridian Link, Encompass, Easylender, Finastra and MS Office.
Bachelor’s degree or equivalent experience required; valid driver’s license mandatory for travel.
Preferred 1-3 years of professional training experience with strong knowledge of adult learning concepts.

Training Specialist Full Description

Training Specialist
Fully Remote • Lakewood, OH

Description

Position Summary: The Training Specialist coordinates with all Member Banks’ leadership, FMHC Director of Business Operations, Retail Operations Manager, and the Shared Services teams within the First Mutual Holding Co organization to facilitate and execute training initiatives for all Member Banks including but not limited to Loan, Retail, Regulatory and Sales training.

Duties and Responsibilities:

Develops and implements training programs to meet the needs of all Member Banks, including but not limited to retail, lending, new hire, and sales training.
Works directly with Shared Services teams, Retail Banking, and Member Banks to document and coordinate training needs, develop training schedules, and ensure compliance with procedures, operations, lending, sales, and training activities.
Ensures policies and procedures are effectively communicated and trained to all Member Banks in coordination with Business Operations and other Shared Services departments.
Facilitates virtual and web-based training; prepares training programs, establishes credibility, fosters a positive learning environment, and uses effective presentation methods to maximize impact. Delivers sessions consistent with adult learning theory, including lectures, group activities, case studies, role-plays, simulations, and demonstrations, adapting style and methods as needed.
Develops and delivers new lender training, reinforces sales and loan operations training, and provides additional training as required. Coordinates training schedules with other business lines involved in onboarding and designs development programs aligned with the Member Banks.
Collaborates with business partners to develop comprehensive training programs and utilizes external training programs and products as needed.
Maintains up-to-date knowledge and understanding of the current consumer lending platform, programs, guidelines, rules, regulations, and bank policies/procedures across all Member Banks.
Creates, develops, and maintains lending training manuals related to products, processes, policies, and investor guidelines for all Member Banks.
Assists in creating and publishing training content in new, innovative learning platforms.
Assists with additional ad-hoc training as necessary.
Responds to staff inquiries regarding lending products, processes, and operations, offering expertise and insight to resolve questions or issues.
Monitors updates or changes to the LOS system and updates training materials accordingly.
Assists with new projects, including project planning, testing, and rollout to affected departments and personnel.
Travels to all institutional locations as required.
Complies with all applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations. Builds working knowledge of all applicable laws and regulations.
Other duties as required.

The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of FMHC.

Requirements

Qualifications and Skills:

3-5 years of banking experience is required, preferably in a service, operational, lending, retail, training, Mortgage Loan Originator, Loan Production Assistant, or support environment.
Experience in core banking platforms such as Cleartouch, Meridian Link, Encompass, Easylender, Finastra, is required.
Experience in consumer lending is required.
Experience with lending laws, regulations, and guidelines is required.
Proficiency in MS Office [Outlook, Excel, Word, Teams] or similar software is required.
Bachelor's degree OR equivalent experience is required.
Valid driver’s license is required for travel regional office locations and off-site meetings.
1-3 Years of professional training experience is preferred including:
Developing and facilitating corporate training programs.
Utilizing diverse training tools and methods.
Strong understanding of adult learning concepts.

Necessary Competencies:

Organization Skills
Communication
Attention to Development
Influence
Service Orientation
Detail Oriented

Physical Environment

While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.
The employee must occasionally lift and/or move up to 25 pounds.
The noise level in the work environment is usually quiet to moderate.
This position is performed remotely, five days a week with typical work hours being 8.30a through 5.15p.

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Original Job Description

Training Specialist
Fully Remote • Lakewood, OH

Description

Duties and Responsibilities:

Develops and implements training programs to meet the needs of all Member Banks, including but not limited to retail, lending, new hire, and sales training.
Works directly with Shared Services teams, Retail Banking, and Member Banks to document and coordinate training needs, develop training schedules, and ensure compliance with procedures, operations, lending, sales, and training activities.
Ensures policies and procedures are effectively communicated and trained to all Member Banks in coordination with Business Operations and other Shared Services departments.
Facilitates virtual and web-based training; prepares training programs, establishes credibility, fosters a positive learning environment, and uses effective presentation methods to maximize impact. Delivers sessions consistent with adult learning theory, including lectures, group activities, case studies, role-plays, simulations, and demonstrations, adapting style and methods as needed.
Develops and delivers new lender training, reinforces sales and loan operations training, and provides additional training as required. Coordinates training schedules with other business lines involved in onboarding and designs development programs aligned with the Member Banks.
Collaborates with business partners to develop comprehensive training programs and utilizes external training programs and products as needed.
Maintains up-to-date knowledge and understanding of the current consumer lending platform, programs, guidelines, rules, regulations, and bank policies/procedures across all Member Banks.
Creates, develops, and maintains lending training manuals related to products, processes, policies, and investor guidelines for all Member Banks.
Assists in creating and publishing training content in new, innovative learning platforms.
Assists with additional ad-hoc training as necessary.
Responds to staff inquiries regarding lending products, processes, and operations, offering expertise and insight to resolve questions or issues.
Monitors updates or changes to the LOS system and updates training materials accordingly.
Assists with new projects, including project planning, testing, and rollout to affected departments and personnel.
Travels to all institutional locations as required.
Complies with all applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations. Builds working knowledge of all applicable laws and regulations.
Other duties as required.

Requirements

Qualifications and Skills:

3-5 years of banking experience is required, preferably in a service, operational, lending, retail, training, Mortgage Loan Originator, Loan Production Assistant, or support environment.
Experience in core banking platforms such as Cleartouch, Meridian Link, Encompass, Easylender, Finastra, is required.
Experience in consumer lending is required.
Experience with lending laws, regulations, and guidelines is required.
Proficiency in MS Office [Outlook, Excel, Word, Teams] or similar software is required.
Bachelor's degree OR equivalent experience is required.
Valid driver’s license is required for travel regional office locations and off-site meetings.
1-3 Years of professional training experience is preferred including:
Developing and facilitating corporate training programs.
Utilizing diverse training tools and methods.
Strong understanding of adult learning concepts.

Necessary Competencies:

Organization Skills
Communication
Attention to Development
Influence
Service Orientation
Detail Oriented

Physical Environment

While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.
The employee must occasionally lift and/or move up to 25 pounds.
The noise level in the work environment is usually quiet to moderate.
This position is performed remotely, five days a week with typical work hours being 8.30a through 5.15p.

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