Job Overview: Learning and Development Manager for a Retail Mortgage Lender
We are seeking a dynamic and experienced Learning and Development Manager to lead our residential mortgage training initiatives and foster a culture of continuous learning within the organization. The ideal candidate will be responsible for designing, implementing, and managing comprehensive learning programs that enhance employee skills and drive organizational success. This role requires strong leadership abilities, excellent communication skills, and a passion for developing talent.
Responsibilities
- Further develop and execute a strategic learning and development plan aligned with organizational goals.
- Design engaging training programs to ensure effective adult education practices.
- Manage BAI, the Learning Management System (LMS), to track employee progress and program effectiveness.
- Develop and manage the annual training calendar, ensuring all regulatory and business-specific training needs are met.
- Oversee the new hire training process, including onboarding schedules, department-specific training sessions, and compliance requirements.
- Serve as the main point of contact for training requests across departments and joint ventures.
- Coordinate with SMEs embedded within business teams to gather input and validate training content.
- Track, evaluate, and report training completion rates and effectiveness across the organization.
- Implement change management strategies to facilitate smooth transitions during organizational changes.
- Partner with the Instructional Designer to ensure all training content is engaging, accurate, and aligned with business goals.
- Utilize platforms such as ClickUp, BAI and Scribe to document workflows, manage training tasks, and build step-by-step guides and SOPs.
- Maintain and update company training documentation and policy/procedure library.
- Present training materials in an engaging manner to ensure maximum retention of information.
- Create and distribute a semi-monthly L&D newsletter summarizing new bulletins, training updates, and key announcements.
- Partner with Operations, IT, Compliance, HR, and department leaders to ensure company-wide communication of required training or policy changes.
- Promote a culture of learning and knowledge-sharing across all levels of the organization.
- Evaluate the effectiveness of training programs through feedback and performance metrics.
Qualifications
- Experience in a mid-sized or multi-entity organization (500-750 employees.)
- Knowledge of mortgage operations, licensing, or regulatory training requirements
- Proven experience in program management within a learning and development context.
- Strong understanding of adult education principles and instructional design methodologies.
- Excellent presentation skills with the ability to engage diverse audiences.
- Experience in change management practices to support organizational growth initiatives.
- Proficient in using digital tools for training delivery and resource management.
- Ability to work collaboratively across departments while maintaining a focus on organizational objectives.
Join us in shaping the future of our workforce through innovative learning solutions!
