Mortgage Learning Partner

Overview:

PenFed is hiring a (Hybrid) Mortgage Learning Partner at our San Antonio, Texas Service Center.  The primary purpose of this role is to partner with the mortgage line of business (LOB) clients and to facilitate engaging training courses in the job-specific technical training and soft-skills areas. This individual will guide the learner using effective adult learning principles. Learning sessions will be facilitated using multiple delivery modalities.  In addition to facilitation, this role will contribute to the design and curation of learning content.  

Responsibilities:

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties, and the position will perform other duties as assigned.

• Facilitate effective learning sessions on topics such as systems training, PenFed products and services, policies and procedures, and soft skills, with a main emphasis on the assigned subject area.
• Proficiency in both in-person and virtual facilitation best practices and standards to effectively engage diverse audiences.
• Support design and enhancement of content for training programs by closely partnering with stakeholders and subject matter experts.
• Maintain an in-depth knowledge of operating policies and procedures, and PenFed’s products and services.
• Maintain training data and records for assigned classes.
• Manage multiple learning initiatives simultaneously.
• Identify success metrics and conduct pre- and post- training evaluations to test and monitor progress.
• Provide feedback on the effectiveness of learning programs and/or learner performance to ensure learning objectives are achieved.
• Provide training and support for third party contractors as needed.
• Maintain vendor relationships for line of business learning programs.
• This is not intended to be an all-inclusive list of job duties.

*This role is responsible for ensuring business continuity.*

Qualifications:

Equivalent combination of education and experience is considered.

• Bachelor’s degree in related fields (Business Administration, Human Resources) or a combination of education and experience that provides the necessary skills and knowledge to satisfactorily perform the essential job functions.
• Minimum three (3) years related work experience in learning required.
• Minimum five (5) years of experience within Mortgage industry and strong customer service background required.
• Experience with Mortgage Origination and/or Servicing Systems required.
• Strong knowledge of adult learning principles and experience applying them in both virtual and in-person sessions.
• Excellent communication and presentation skills.
• Functional knowledge or MS Teams or equivalent virtual delivery tools are required.
• Knowledge of Windows-based software packages including MS-Word, Excel, Outlook and PowerPoint are required.
• Experience in using A.I. tools preferred.

Supervisory Responsibility

This position will not supervise employees.

 

Licenses and Certifications

There are no additional certifications required.

 

Work Environment

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

*Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*

 

Travel

Ability to travel to various worksites and be on call is required.

 

Pay Transparency
The anticipated starting salary range for this role is $52,200.00 - $104,120.00
This position is eligible for an organizational performance based annual bonus, subject to board discretion and approval.
This position is eligible for an individual performance based annual bonus.

 

#LI-Hybrid