CareerPlan

Lending Training Specialist (Full Time) - Round Rock

Round Rock, TX, USFull-time2025-11-18 → 2026-11-09

Core

Develops and maintains training materials, job aids, and checklists for loan operations and lending business lines, while supporting the implementation of the Director workflow system.

Role type

Training Specialist (Lending Operations)

Builds

Training programs, job aids, checklists, and documentation for loan operations and lending business lines

Domain

Consumer and commercial lending

Required skills

Loan operations knowledge, training development, job aid creation, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, analytical skills, time management

Preferred skills

College degree, prior training experience, prior written procedural experience, PowerPoint presentation skills

Responsibilities

Develop loan documentation guidelines and checklists, coordinate lending training delivery via webinar or in-person, partner with IT to troubleshoot Director workflow functionality, support lending-related projects, manage the Support - Lending Assistant email box, resolve user challenges regarding Director and DNA implementation

Seniority

Individual Contributor