Lending Trainer

    • Job Tracking ID: 512878-655985
    • Job Location: Lebanon, TN
    • Job Level: Any
    • Level of Education: Any
    • Job Type: Full-Time/Regular
    • Date Updated: November 01, 2018
    • Years of Experience: 2 - 5 Years
    • Starting Date: ASAP
    • Location: Lebanon
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Job Description:

  • Conducts needs assessments and analyzes the training needs of Loan Officers, Loan Processors, and Loan Development Center and Loan Operations personnel as it pertains to non-real estate and real estate lending.
  • Designs/revises/develops training programs to meet the ongoing needs of the end-to-end lending process encompassing sales, fulfillment and service.  Incorporates blended learning methodology as appropriate.
  • Creates design documents, course content, lesson plans, audio/visual aids, test criteria, handouts, learning aids, and evaluation/measurement tools for all lending training programs.
  • Implements and conducts group training sessions in products, processes, and systems related to non-real estate and real estate lending.
  • Chooses appropriate training methods depending upon the situation (simulations, mentoring, on the job training, class room training, computer based training, etc.)
  • Evaluates the effectiveness of training programs by analyzing learner feedback and ensures content in training programs meets the business needs of Wilson Bank & Trust. Also evaluates learner skills and on-the-job behaviors (pre and post training intervention), and makes recommendations.
  • Provides direct feedback to team members to aid in the refinement of existing skills and the development of new skills.
  • Serves as a liaison for Non-Real Estate and Real Estate lending, and subject matter expert, as necessary for special projects, procedure development, etc.
  • Market available training opportunities to key stakeholders with the business to ensure success.
  • Ensures training is in full compliance with Wilson Bank & Trust policies, procedures, operating standards and service standards.
  • Up to 25% travel may be required.
  • Performs other duties as assigned.

Experience and Skills:

  • Training Experience – Two years minimum related financial institution experience as a facilitator and/or instructional designer, or two years in a professional role with equivalent analysis, communication, and delivery skills required, or equivalent combination of experience and education.
  • Lending Experience – Five years minimum. Advanced knowledge of non-real estate and real estate lending loan products, services, policies and procedures; previous lending operations experience preferred.
  • Communication - Excellent written and verbal communication skills required. Must be fully proficient with Microsoft Suite for Excel reporting, Word documentation, PowerPoint presentations and Outlook.
  • Teamwork - Must have demonstrated ability to support teamwork and a positive working environment in order to achieve goals.
  • Integrity - Strong interpersonal skills, and the ability to effectively assist other team members. Must be able to demonstrate sound judgment, integrity, and strong professional code of ethics.


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