Training Specialist

3 days ago

Valley Park, Missouri, United States Bell Bank Full time

This position is responsible for educating the staff on policies, processes, and systems. This position will be working with end-users and handling most of the policy and system update communications to the business users. This position will hold periodic training sessions with staff to reinforce weak areas in processes or systems. New hires will be trained initially either in person or via WebEx by this position.

The expectations of this position are the ability to take on small tasks and collaborate into the larger efforts of work with a team. Senior team members will provide guidance and mentoring on the process and tools. The most important aspects of this role are learning the Bell workflow, mortgage domain, embracing feedback, and continuously improving.

Primary Duties:

  • Provide training for new Mortgage hires – either in person or via remote technology.
  • Provide ongoing education/training for existing Mortgage employees (i.e. host webinars and/or classes).
  • Participate in the ongoing development and evolution of the Mortgage Training program at Bell Bank.
  • Participate as needed to help develop and deliver training materials for ongoing projects at Bell Bank.
  • Create documentation for internal users such as training handouts, product announcements, project announcements, system change notifications, or end-user manuals.
  • Create SCORM modules for use in a Learning Management System.
  • Complete tasks with coaching and/or teaching, and collaborate with a team on larger efforts of work, following departmental procedures.
  • Be receptive to guidance and mentoring from senior team members on processes and tools.
  • Be responsible for learning the Mortgage domain, embracing feedback, and continuously improving.
  • Complete all assigned departmental and corporate training
  • Actively participate in department and team meetings, team building, and other events.
  • Create and properly document work utilizing applicable internal and external systems in accordance with published procedures.
  • Know by name and face as many customers and employees as possible, calling them by name as often as possible.
  • Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
  • Know, understand, and live the company values and bottom line.
  • Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
  • All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
  • Prompt and reliable attendance.
  • Perform other duties as assigned.

Job Skills Required:

  • Minimum of 2-4 years of mortgage experience and 2-4 years of working knowledge of Encompass.
  • Mortgage Origination and/or Processing experience is preferred.
  • Ability and desire to teach and coach staff to reach their full potential and to assist departmental managers on educating their staff.
  • Good verbal and written communication skills.
  • Good meeting facilitation skills.
  • Familiarity with SCORM and LMS is a plus.
  • Individuals must be able to work in a team environment, have strong problem solving skills, and be able to independently learn on-the-go.
  • Being self-motivated and having a high attention to detail are a necessity.

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