Learning & Adoption Manager

Summary

Join us as a Learning and Adoption Manager and play a crucial role in enhancing loan officer proficiency and promoting the adoption of Trust Engine products. Reporting to the Chief Experience Officer, you will design, develop, and deliver impactful training programs, including engaging microlearning videos and managing LMS content. You will develop robust coaching initiatives and measure their effectiveness. Collaboration with cross-functional teams is key. Success involves autonomously leading initiatives supporting company expansion and retention goals, enhancing client and employee experiences. The role requires a Bachelor’s degree or equivalent experience and specific skills in instructional design and video production. A competitive salary and benefits package are offered.

Requirements

• Bachelor’s degree or equivalent experience
• Experience managing training for Loan Officers, or training within the mortgage industry
• Instructional Design background, building training using the ADDIE model or similar design principles
• Excellent time management skills with a proven ability to meet deadlines in a fast-paced environment
• Strong ability to create, edit, and produce high-quality microlearning video content
• Proven ability to design, implement, and measure the effectiveness of coaching programs for sales or similar professional teams
• Strong analytical and problem-solving skills, especially in identifying training needs and solutions, and interpreting data to drive program improvements
• Proficiency utilizing Zoom, G-Suites, training software (e.g. Articulate, Adobe Captivate, Easygenerator), Tableau or other data tools
• Ability to travel and attend on-site client trainings and meetings, as needed <5% of time

Responsibilities

• Lead direct Loan Officer training and development for the TrustEngine product suite, including large-scale webinars and creation of engaging content
• Design, develop, and deliver comprehensive internal training programs to enhance industry knowledge across various departments
• Create and manage engaging microlearning video content to support rapid skill development and knowledge retention
• Develop and implement coaching programs tailored to drive loan officer adoption of products, processes, and best coaching practices
• Effectively analyze data to define and execute best practices to increase product adoption, continuously seeking innovative training methods
• Develop metrics to measure the effectiveness of all training and coaching initiatives

Preferred Qualifications

Previous experience as a Loan Officer

Benefits

• Fully remote, 100% individual company paid medical plan option
• Company 3% paid 401(k) contribution
• Paid parental leave
• Flexible (take what you need) time off
• Ongoing professional development and certification opportunities
• Competitive salary
• Special employee discounts and health wellness perks