Lending Training Specialist

Responsible for designing, delivering, and evaluating training programs focused on all aspects of consumer lending, mortgage lending, and loan servicing at the credit union. This role ensures Lending staff have the knowledge, skills, and tools necessary to deliver outstanding service, comply with regulatory requirements, and meet Lending Division goals. Incumbent will demonstrate a deep understanding of lending processes, regulations, and systems, paired with a passion for coaching and professional development.

This position is expected to be hybrid.

NYC Salary Range - $88,190 - $110,280 annually; compensation is commensurate to geographic location.

• Use Adult Learning Theory to design and deliver engaging training to new Lending staff on processes, products, services and systems to enable sales and service success within a reasonable time after hire.
• Keep staff up-to-date on new policies/procedures, operational changes, system enhancements and new products and services.
• Plan annual refresher courses for all staff members.
• Partner with Lending Management and the team of Lending Operations Analysts to create and report on training plans and materials to ensure proper planning as well as execution of training efforts.
• Monitor the effectiveness of training using individual and/or group performance results.
• Keep all training materials organized and up-to-date, and maintain records of staff training.
• Maintain knowledge of the latest trends in training and development to continually improve training delivery and content.
• Keep staff motivated via ongoing feedback and development.
• Work with Lending Management to determine and schedule ongoing training needs of staff.
• Partner with Lending Quality Control area and Quality Assurance Analyst to identify training needs as a result of loan quality control reviews.
• Help to ensure lending processes and operational procedures are up-to-date in the document storage system, Doc Central.
• Stay current on lending regulations to ensure compliance with federal and state regulations and UNFCU policies, procedures and standards.
• Perform additional responsibilities as assigned.

• Bachelor’s degree and 3-5 years in a training capacity within the lending industry (mortgage experience preferred)
• Previous responsibility for coaching/mentoring/training others
• Thorough knowledge of lending policies, procedures and regulation
• Very strong articulation sills

• Ability to design instructional materials using adult learning principles and design platforms; preferably Articulate 360 and Canva
• Intermediate to advanced computer aptitude and Microsoft Office skills

UNFCU is a global not-for-profit financial institution that serves the UN community. We are committed to providing peace of mind to our members and colleagues and strive to achieve service excellence in all that we do. The best part of UNFCU is the people. Those that choose to work with us often find personal fulfillment, professional growth and a purposeful culture. 

UNFCU is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. UNFCU prohibits discrimination and harassment of any type. All applicants will be considered for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by country, federal, state or local laws