Lending Training Assistant Manager

If you need assistance with filling out our application form or during any phase of the application interview or employment process please notify our Human Resources Team at option 1 or email and every reasonable effort will be made to accommodate your needs in a timely manner.

LOCATION

Mountain America Center - Hybrid:

9800 S Monroe St
Sandy UT 84070

SCHEDULE

Full Time

To be effective an individual must be able to perform each essential duty successfully:

• Works with manager and lending leadership to determine training and development needs
• Consults with subject matter experts and department managers of internal team and supporting areas to ensure training program content is accurate effectively communicated and objectives met
• Understands the loan lifecycle of origination processing underwriting and closing as well as lending programs guidelines policies and procedures
• Creates and maintains new hire and continuous education training programs for all areas of lending and servicing
• Continuously reviews programs and adapts to changing needs of business units and the regulatory environment
• Communicates process guideline and regulatory changes to lending teams
• Monitors reviews and reports on progress of participants through daily check-ins surveys and discussions with key managers in order to be strategic in development direction
• Identifies gaps and areas of improvement within training programs
• Leads training meetings both in-person and virtually
• Encourages collaboration among the teams by breaking down silos gaining trust and support of others and identifying opportunities for cross-functional training
• Helps maintain lending policies and procedures on the Knowledge Center
• Mentors and guides training team members to help further develop their knowledge and training techniques and facilitate trainings with confidence and credibility
• Provides daily support for team members and act as a continuous resource of lending knowledge
• Helps team members acquire and maintain the necessary skills and confidence to excel in their field and provide exceptional member service
• Collaborates with course designers ensuring classes are consistent in design including presentation materials participant materials facilitator materials etc.
• Collaborates with manager to identify trends in monthly loan audits to address areas of needed improvement
• Utilizes technology to enhance training programs track projects and create reporting
• Collaborate with Lending Technology and leadership to test and support new technology and process enhancements
• Models the MACU way behaviors by exhibiting mutual trust and respect honesty and integrity professionalism and accountability
• Performs other duties as assigned

KNOWLEDGE SKILLS and ABILITIES

The requirements listed are representative of the knowledge skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

• 5 years professional experience in a progressive lending or financial setting
• 3 years professional experience in training and development
• 2 years experience leading teams in a senior lead or management role
• Content and Curriculum Development experience preferred
• Knowledge of Adult-learning theory and principles preferred

Education

Bachelors degree from an accredited institution in business organizational development or related field (education will be verified); OR three additional combined years of progressive experience in a lending training or talent development environment.

Licenses Certificates Registrations

None

Managerial Responsibility

• Oversees coordinates and reviews the work of assigned staff
• Has responsibilities that are direct or through work leaders or assistants typically with a subordinate group of 2-10 employees.
• Recommends candidates for employment conducts performance evaluations and salary reviews for assigned staff and applies company policy.

Computer/Office Equipment Skills

• Advanced skills with Microsoft Office Suite including Outlook Word PowerPoint and Excel
• Demonstrated experience with Symitar and LOS systems preferred

Language Skills

• Demonstrated ability to clearly express ideas methodology results and recommendations verbally in writing and through insightful reports and graphic illustrations
• Demonstrated ability to document outcomes and present information in a manner appropriate for key stakeholders and all levels of the organization.

Other Skill and Abilities

• Excellent communication skills including both verbally and written communication
• Maintain a high standard of excellence commitment dedication and flexibility
• Ability to work both autonomously and collaboratively in a fast-paced environment.
• Self-starter with strong organizing and time management skills and the ability to work productively and efficiently in a fast-paced environment with multiple projects and timelines
• Adaptive to change responds positively to altered circumstances or conditions
• Possess a desire and willingness to learn and continually update creative processes
• Takes initiative to be a problem solver and provide suggestions to improve processes and efficiencies
• Excellent inter-personal skills including the ability to lead and collaborate with ad-hoc teams

PHYSICAL REQUIREMENTS/ WORKING CONDITIONS

Physical Demands

Ability to sit talk and hear consistently

Ability to stand walk and use hands to handle or reach occasionally

Vision Requirements

Close vision (clear vision at 20 inches or less)

Distance vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds occasionally

Environmental

There are no unusual environmental factors (such as a typical office)

Noise Environment

Moderate noise (business office with computers and printers light traffic)

Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.