Learning Specialist Home Loans - Sacramento, CA 

GENERAL DESCRIPTION:

The Learning Specialist, Home Loans provides a wide range of services including the analysis, design, development, and facilitation of online, webinar, and instructor-led courses for the Home Loans department. This positon utilizes Instructional Systems Design (ISD) methods to facilitate achievement of organizational goals and to support the desired levels of performance.

TASKS, DUTIES, FUNCTIONS:

1. Engage with project sponsors/stakeholders to create instructional direction to ensure effective development and facilitation of learning solutions.
2. Design, develop and revise instructional materials (e.g. instructor and participant materials, storyboards, job aids, train the trainer materials, and post-course activities) utilizing ISD principles and standards, and accelerated learning methods for Home Loan staff including origination through loan delivery, loan origination systems, products, policies and procedures, regulatory and compliance, and risk mitigation.
3. Maintain awareness of home loan training needs through close partnerships and frequent communication with home loan management and staff.
4. Collaborate with learners, subject matter experts, and cross-functional team members to build appropriate course materials to support specific learning objectives.
5. Select the appropriate training strategies and delivery methods based on the audience, business channel, budget, and learning need. Manage content review process, validating learning objectives and course effectiveness.

Review and revise content based on feedback from team members, SMEs, management and

1. other stakeholders, resolving conflict and making sound changes, resulting in the achievement of program goals.
2. Review deliverables for completeness, compliance with standards, consistency with design documents, and confirmation that objectives were met based on results of analyses.
3. Other duties as assigned.

 

 

ORGANIZATIONAL CONTACTS & RELATIONSHIPS:

 

1. INTERNAL: All levels of staff and branch/department managers.
2. EXTERNAL: Training associations, community organizations, and vendors.

 

 

QUALIFICATIONS:

 

1. EDUCATION: Bachelor's degree in Education, Management, Business, Communication, Educational Technology or a related degree is required.
2. EXPERIENCE: Minimum of 3 years' experience in curriculum design and development required, with a background in learning and development methodologies and measurements.
3. EXPERIENCE: 3-5 years mortgage lending experience.
4. KNOWLEDGE/SKILLS:
   • Extensive knowledge of the mortgage industry, mortgage regulations, and mortgage products and systems.
   • Expert knowledge of the Encompass® system.
   • Demonstrated ability to create high-quality and high-impact professional learning and development programs.
   • Effectively executes the following phases of instructional design methodology: needs analysis, task analysis, learning objective generation, course outlining, storyboard development, module/lesson development, creation of facilitator/participant materials and assessments, and determination of the components, learning strategies, and structure for each course collaborating with management and Subject Matter Experts (SMEs) in all phases.
   • Expertise in adult learning theory.
   • Exceptional written and oral communication skills. Demonstrated ability to communicate with, influence and impact people at multiple organizational levels.
   • Able to effectively articulate and communicate instructional requirements for content, clarity, style, spelling, and grammar.
   • Demonstrated ability to work autonomously in a fast-paced environment with multiple priorities and deadlines.
   • Proficiency with Microsoft Office suite including Word, Excel, PowerPoint, Outlook.

• Familiarity with Articulate Storyline preferred.

PHYSICAL REQUIREMENTS:

1. Prolonged sitting throughout the workday with occasional mobility required.
2. Corrected vision within the normal range.
3. Hearing within normal range. A device to enhance hearing will be provided if needed.
4. Ability to lift 20 lbs. as may be required.
5. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc.

LICENSES/CERTIFICATIONS:

None

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