Real Estate Lending Trainer - Vacaville, CA

Travis Credit Union is seeking a Real Estate Lending Trainer to develop and facilitate lending training that will assist staff in working with members to develop sound financial strategies to meet their financial goals. This individual will provide training in product knowledge, compliance, loan processing, system use and new hire onboarding for all credit union retail employees that results in deepening member relationships.

Principal Responsibilities:

• Creates learning programs, courses and resources focused on effective needs-based advocacy of Travis Credit Union’s lending products (consumer, real estate and business) and services. 
• Trains and reinforces loan specific origination and compliance knowledge.
• Ensures training programs provide instruction on establishing, maintaining and servicing loan accounts. This includes processing loan requests, discussing rates, terms and loan conditions, funding approved loans within established lending guidelines, preparing and completing related paperwork.
• Delivers software applications training for loan origination and servicing.
• Conducts needs assessments to identify gaps in training effectiveness that directly influence the lending productivity goals of the credit union. 
• Partners with key stakeholders to integrate, support and reinforce lending coaching programs.
• Develops learning competencies and uses methods such as observations, assessments and credit union results to evaluate and measure program effectiveness and consistency.
• Facilitates effective skill training for staff and management using a variety of delivery methods including face-to-face, online self-study, on-the-job and virtual instructor led training.
• Acts as lead and primary trainer in all lending training and activities.
• Facilitates other training programs, as needed, including new hire onboarding, policies and procedures, systems, compliance, operations, leadership and service.

Qualifications:

• BA/BS in Education, Training, Business or related field or equivalent experience.
• Minimum of 5 years of lending experience, including 2 years of real estate loan processing. 
• Minimum of 2 years of developing and facilitating training sessions.
• Previous experience in a financial institution.

Skills & Abilities:

• Strong verbal and written communication skills.
• Sound understanding of Travis Credit Union’s products and services.
• Strong knowledge of credit, credit scores and underwriting.
• Excellent analytical and math skills to help determine the best financial course of action for members.
• Ability to effectively review and analyze credit reports and financials to offer appropriate solutions.
• Ability to develop materials and facilitate effective lending training sessions that deepen member relationships.
• Knowledge of and the ability to apply adult learning principles in designing and delivering training programs.
• Working knowledge of instructional design frameworks (ADDIE).
• Working knowledge of e-learning tools (Articulate Storyline).
• Proficient in Microsoft Office (Outlook, Word, Excel and PowerPoint).
• Ability to lead groups of people, set expectations, create learning goals and objectives and coach others in area of lending.
• Ability to work independently and motivate others to achieve goals.
• Ability to successfully tailor communications according to the audience.
• Detailed oriented and maintains confidentiality at all times.
• Working knowledge of project management principles.
• Provides the highest level of service to internal and external clients.
• Promotes teamwork and a corporative effort among employees.

Why TCU?  We are a well‐capitalized credit union with over $2.3 billion in assets.  We are an Employer of Choice and been consistently voted The Best Place to Bank by several Northern California cities – Fairfield, Vacaville, Brentwood just to name a few.  We support multiple organizations in the communities in which we serve.   

 

Why else?  We have AWESOME employees!  We believe in promoting from within whenever possible and developing our staff.  We are passionate about helping people and believe in our mission, “We are dedicated to building lifelong relationships with our members to help them achieve their financial goals.”  It’s quite simple.  Travis Credit Union is a great place to work!

BENEFITS We offer medical, dental, vision, life insurance, FSA, vacation/sick/holiday pay, matching 401(k) with 100% vested immediately, educational assistance, annual bonus potential.

 

To view a more detailed job description, learn more about TCU and apply, visit www.traviscu.org/careers/.

Travis Credit Union is a drug-free workplace.  Pre-employment screening is required.   Travis Credit Union is an Equal Opportunity-Affirmative Action Employer.  We are committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, religion or religious creed, color, age, sex, sexual orientation, gender identity, genetic information, national origin, marital status, medical condition, disability, military service or veteran status, pregnancy, childbirth, breastfeeding and related medical conditions, or any other classification protected by federal, state, or local laws, regulations, or ordinances.  Our management is dedicated to ensuring the fulfillment of this policy with respect to hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment advertising, pay, and other forms of compensation, training, and general treatment during employment

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