Instructional Designer

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

📋 Description

• Oversee the design, development, and ongoing enhancement of training programs, courses, and learning materials for operational teams, employing instructional design methodologies and best practices in adult learning.

• Create, revise, and sustain Quick Reference Guides (QRGs), job aids, HUB pages, e-learning modules, and process documentation across various formats and delivery channels.

• Collaborate with subject matter experts from processing, underwriting, and other business functions to accurately capture workflows and convert complex processes into clear, practical, and actionable learning content.

• Conduct training needs assessments to pinpoint skill gaps, knowledge deficiencies, and opportunities for performance improvement, recommending targeted learning solutions accordingly.

• Convert underwriting guidance, quality control (QC) feedback, regulatory updates, and operational changes into effective training materials, process documentation, and learning resources.

• Assess training effectiveness through learner feedback, evaluations, performance metrics, and operational results, continuously refining content based on the findings.

• Ensure all training materials accurately represent current operational workflows, policies, procedures, and business practices.

• Identify gaps in documented processes, training content, and operational execution, implementing updates to enhance consistency, efficiency, and knowledge transfer.

• Manage training content within the BM HUB, ensuring proper organization, version control, accessibility, and ongoing content governance.

• Monitor recurring operational issues and performance trends, providing recommendations to improve training programs, process documentation, and workflow execution.

• Assist with onboarding materials, new hire training initiatives, and specialized learning programs as needed to achieve business and operational goals.

• Perform other duties and responsibilities as assigned.

⛳️ Requirements

• A minimum of five (5) years of experience in instructional design, training development, technical writing, learning and development, or a related area.

• Preferred experience in developing training programs and learning materials within the mortgage, financial services, or other highly regulated operational environments.

• Familiarity with SharePoint, learning management systems (LMS), content authoring tools, and e-learning development platforms is advantageous.

• Proven experience in creating process documentation, job aids, training curricula, and knowledge resources that promote operational excellence and enhance employee performance.

• Strong understanding of instructional design methodologies and adult learning principles, including ADDIE or comparable frameworks.

• Proficient in content authoring and e-learning development tools such as Articulate, Captivate, or similar platforms, with the capability to manage multiple projects, priorities, and deadlines concurrently.

• Working knowledge of residential mortgage operations sufficient to develop training materials that are accurate, practical, and credible for end users.

• Exceptional written communication skills, with the ability to produce clear, organized, and user-focused documentation tailored to audience needs.

• Proven ability to translate complex operational, regulatory, and underwriting guidance into practical, easy-to-understand instructional materials and learning deliverables.

• Strong collaboration, organizational, problem-solving, and critical-thinking skills, with the ability to work across departments, interpret business needs, and create effective training solutions.

• Proficiency in SharePoint, Microsoft Office Suite, and other tools used to create, manage, and disseminate learning content and documentation.

🏝️ Benefits

• Above market salary

• HMO on Day 1 for principal and two dependents

• Government-mandated benefits

• Performance-based incentives

• Quarterly company events

• 1,000 PHP De Minimis

• Equipment and software provided