Client Training and Development Specialist

This is a fully remote position, open to applicants in Minnesota.

📋 Description

• Create and implement strategic training programs and materials that enhance brand alignment, boost product adoption, and promote market share expansion.

• Conduct specialized training sessions for Third-Party Origination (TPO) clients, which includes onboarding welcome calls, product webinars, and systems training.

• Facilitate live training sessions on a regular basis, with volume adjusting according to business requirements and onboarding cycles.

• Partner with internal teams to develop and sustain resources related to products, systems, and operational processes.

• Diagnose and update resources as systems and processes evolve.

• Create instructional video content for products and systems in collaboration with the Marketing team.

• Design instructional documentation and quick-reference tools for self-directed learning.

• Ensure version control and accuracy across all learning resources.

• Monitor and evaluate training metrics and assess connections between training participation and subsequent outcomes.

• Present findings and recommendations to sales leadership and executive stakeholders.

• Collaborate with leadership to identify ongoing training needs.

• Manage training administration tasks, including enrollment oversight, session scheduling, and attendance monitoring.

• Report to the Vice President, Head of Client Services & Account Management.

⛳️ Requirements

• At least five (5) years of prior experience as a trainer in the mortgage industry, focusing on structural design and live webinar training.

• Proven ability to manage multiple project timelines concurrently with meticulous attention to detail.

• Demonstrated experience in applying instructional design best practices and educational technologies to develop engaging learning materials via webinars, user guides, and job aids; e-learning experience is a plus.

• Established capability to analyze complex information and produce detailed, accurate instructional materials.

• Outstanding written, verbal, and interpersonal communication skills, with the ability to convey complex concepts clearly to diverse audiences.

• Strong interpersonal skills with all levels of management.

• Proficiency in mortgage systems (e.g., LOS and POS), training platforms, and instructional design tools.

• Certification from talent and training or mortgage banking associations is a plus.

• A reliable, uninterrupted high-speed internet connection is essential for hybrid or remote positions.

• Commitment to strong ethics, integrity, respect, accountability, confidentiality, and compliance with applicable laws and company policies.

🏝️ Benefits

• 401(k) plan with a 100% company match up to 4%.

• Comprehensive health coverage, including medical, dental, vision, HSA, and FSA options.

• Generous paid time off: 20 days PTO, company holidays, and sick leave.

• Paid parental leave.

• Company-sponsored life insurance and disability coverage.

• Employee Assistance Program (EAP) providing mental health, financial, and wellness support.

• Professional development opportunities, including tuition reimbursement and career growth paths.

• Commuter and transit benefits.

• Performance-based bonus opportunities.