We are seeking a Junior Trainer - Field Support Specialist to join our Operations & Training team. This role is based out of Plano, TX and requires frequent travel to support multiple field locations.
The ideal candidate will have a strong operational background and a passion for helping others succeed. This position focuses on delivering hands-on training, supporting daily workflows, and ensuring consistent execution of company processes across locations.
Field Training & Support
- Deliver on-site training to operations and administrative teams
- Provide virtual training sessions and follow-up support
- Reinforce standard procedures and daily workflows in real-time
Contracts & Documentation Support
- Train field teams on accurate and complete contract preparation
- Reinforce proper handling of lender-related documentation and required forms
- Help ensure documentation is complete, consistent, and aligned with process requirements
- Identify and correct common documentation errors
- Explain how documentation impacts approvals, funding timelines, and overall deal flow
Operational Support
- Assist field teams with process-related questions and execution
- Support error resolution and reinforce proper procedures
- Provide hands-on guidance during day-to-day operations
Coverage & Responsiveness
- Provide support coverage for locations as needed
- Assist during high-demand periods or operational gaps
Performance & Feedback
- Identify trends in operational challenges and errors
- Provide feedback to improve training and processes
- Support continuous improvement across locations
What We're Looking For
- 2+ years' experience in operations, administrative support, or similar role
- Strong understanding of workflow processes and documentation accuracy
- Experience working with contracts or structured documentation preferred
- Ability to train, coach, and communicate effectively
- Comfortable working in a fast-paced, multi-location environment
- Ability to travel approximately 75% of the time
- Must be based in or willing to relocate to Plano, TX
Technical Requirements
- Proficiency in Microsoft Office (Excel, Word, Outlook)
- Comfortable using video conferencing tools (Teams, Zoom, etc.)
- Ability to learn and navigate operational and reporting systems
- Strong basic Excel skills (data entry, filtering, reviewing reports)
- Ability to manage email communication and scheduling independently
- Comfortable working on a laptop in both office and field environments
Preferred Qualifications
- Experience working in multi-location or field-based environments
- Prior experience training or onboarding team members
- Experience working with reporting systems or operational data
- Strong problem-solving and organizational skills
Work Environment
- Based out of Plano, TX corporate/training office
- Field-based role with frequent travel (~75%)
- Combination of in-person and virtual work
- Independent and team-based work environment
What Success Looks Like
- Accurate and complete contracts and documentation across locations
- Reduction in operational and documentation errors
- Improved efficiency in approvals and funding timelines
- Strong adoption of processes by field teams