The Role
Create and deliver role-based training for Wilqo's Charlie product to customers and employees. Develop e-learning, videos, webinars, and in-person materials; partner with Product and Implementation teams; use assessments and metrics to evaluate adoption and refine content; leverage AI tools to accelerate content creation.
Summary Generated by Built In
This is a remote position.
Location: Candidate must be in the United States with Dallas, TX preferred
Imagine redesigning mortgage lending from scratch with a focus on finding ways to automate the repetitive tasks, find efficiency in the process flow, and maintain compliance. Welcome to Wilqo and our solution Charlie, the industry’s first Product Optimization Platform (POP). We are helping our customers challenge the status quo by providing simple, fast and effective processes for their customers and employees. We are looking for smart, passionate people to join our team.
As a Product Training Specialist, you will be responsible for educating employees and customers on the features and functionality of the product Charlie. You will act as a change agent for our customers as they are going through the implementation process to facilitate strong product adoption. This position is responsible for content development and delivery.
Content Development:
- Design, create, maintain product training plans tailored to each role within the customer’s organization ensuring the appropriate level of knowledge for the end user.
- Partner closely with the Product team to translate Charlie’s product features and functionality into accurate, engaging and up-to-date learning content across various formats including e-learning modules, videos, webinars, and in-person training.
- Develop internal training to support onboarding.
- Continuously discover and implement new learning techniques and adult learning best practices to maximize engagement and effectiveness.
- Leverage AI tools and technologies to accelerate content creation, improve efficiency, and enhance the learner experience.
Training Delivery & Program Evaluation:
- Work closely with the implementation team to understand implementation plan and training requirements. Provide recommendations on personalized training needs.
- Develop and manage customer training plans and coordinate scheduling of training.
- Lead group classes, one-on-one coaching sessions, and webinars tailored to the customer’s roles as well as internal needs.
- Use surveys, quizzes, and performance metrics to check learning success and to refine learning content as needed.
- 5+ years of experience with technical product training
- Understanding of loan origination process with at least 3 years of experience in the mortgage industry
- Ability to break down complex concepts into simple, clear instructions
- Experience working both independently and, in a team-oriented, collaborative environment
- Strong conceptual, analytical, and problem-solving skills
- Strong time management skills
- Must be a relationship builder and team player with the ability to effectively interact with individuals at all levels both internally and with customers
- Ability to work under pressure, meet deadlines, and work on multiple projects simultaneously
- Proficiency in Microsoft Suite
- Excellent oral and written communication skills
- Bachelor’s degree or equivalent experience
- An opportunity to change an industry
- Competitive benefits
- Responsible PTO
- Great team environment
Wilqo, LLC provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty or status as a covered veteran in accordance with applicable federal, state and local laws. Wilqo complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Wilqo expressly prohibits any form of unlawful employee harassment based on race, color, religion, gender, sexual orientation, national origin, age, genetic information, disability or veteran status. Improper interference with the ability of Wilqo employees to perform their expected job duties is absolutely not tolerated.
Wilqo expressly prohibits any form of unlawful employee harassment based on race, color, religion, gender, sexual orientation, national origin, age, genetic information, disability or veteran status. Improper interference with the ability of Wilqo employees to perform their expected job duties is absolutely not tolerated.
Skills Required
- 5+ years of experience with technical product training
- At least 3 years of experience in the mortgage industry with understanding of loan origination
- Ability to break down complex concepts into simple, clear instructions
- Experience working independently and in a team-oriented, collaborative environment
- Strong conceptual, analytical, and problem-solving skills
- Strong time management skills
- Relationship builder and team player able to interact at all levels internally and with customers
- Ability to work under pressure, meet deadlines, and manage multiple projects simultaneously
- Proficiency in Microsoft Suite
- Excellent oral and written communication skills
- Bachelor's degree or equivalent experience
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The Company
What We Do
Wilqo provides a Production Optimization Platform (POP) called Charlie, designed to transform the mortgage lending process. By unifying Point of Sale (POS), Loan Origination Systems (LOS), AI, and Business Intelligence into a single platform, Wilqo helps lenders streamline loan production, reduce operational costs, and enhance compliance and borrower experiences through intelligent automation and real-time data-driven insights.
