PRODUCTION TRAINING SPECIALIST

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office or Remote
70K-80K Annually
Junior
Financial Services
The Role
Delivers production education and training for loan officers, loan officer assistants, and processors through live, web-based, and recorded formats. Develops and sources training content in collaboration with Production, Operations, Compliance, and Capital Markets. Evaluates training methods and materials, identifies learning gaps, and recommends additional training needs. The role requires extensive Encompass LOS knowledge, strong communication skills, and travel to new branches approximately 25% of the year.
Summary Generated by Built In

Job Title: Production Training Specialist

Department: Production Education and Training

Reports to: Manager of Origination Practices, Training & Central Processing

FLSA Status: Non-Exemp


 

Summary: The Production Training Specialist is responsible for new branch production education training. 


Essential Duties & Responsibilities:
  • Perform Origination (LO, LOA, Processor) training across multiple channels (live, web-based, recorded)
  • Source and/or develop content working with Production, Operations, Compliance and Cap Markets to ensure consistency in training/messaging within Origination Training
  • Participate in the evaluation of current training methods and collateral available at APM
  • Identify gaps and additional training needs to support Origination training


Supervisory 

Responsibilities: None


Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Competencies: To perform the job successfully, an individual should demonstrate the following competencies:


Problem Solving – ability to effectively analyze and resolve problems at a functional level

 

Customer Service- ability to provide and maintain effective and positive communication

 

Interpersonal Skills – Proven leadership ability. Ability to set and manage priorities judiciously Maintains confidentiality; keeps emotions under control. Adaptability to quickly learn new or different techniques, products, and systems


Oral Communication – Ability to present ideas in business-friendly and user-friendly language. Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; participates in meetings.

 

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Written Communication – Writes clearly and informatively; edits work for spelling and grammar; presents numerical data effectively; able to read and interpret written information.


Teamwork – Ability to motivate in a team-oriented, collaborative environment. Contributes to building a positive team spirit.


Attendance/Punctuality – Is consistently at work and on time, ensures work responsibilities are covered when absent.


Dependability – Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; complete tasks on time or notifies appropriate person with an alternate plan.


Initiative – Exceptionally self-motivated and directed. Volunteers readily; undertakes self-development activities; seeks increased responsibilities.


Innovation – Displays original thinking and creativity; generates suggestions for improving work.

 

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Education & Experience: 
  • High School Diploma or equivalent
  • Minimum of 2 years’ experience as LOA, Processor and/or Loan Origination, preferred
  • Minimum of 2 years’ experience of Encompass LOS
  • Demonstrated experience in training, branch customer service or other related role where communications skills have been demonstrated

Skills:

Language Skills: Ability to read and interpret documents and writes routine correspondence. Ability to speak effectively with customers/vendors or other employees.


Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.


Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situation.


Computer Skills: Sound working knowledge of computer and office software operations and systems. Extensive knowledge of Encompass. 


Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to walk and stoop.


Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


The noise level and temperature in the work environment is usually moderate.


This position does require travel to new branches approximately 25 percent of the year.




This job description does not promise or imply that the functions listed are the only duties to be performed or that the position may not change or be eliminated.

The Company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the Company reserves the right to change this position description and/or assign tasks for the employee to perform, as the Company may deem appropriate. 

Skills Required

  • High school diploma or equivalent
  • Minimum of 2 years of experience as a loan officer assistant, processor, and/or in loan origination
  • Minimum of 2 years of experience with Encompass LOS
  • Demonstrated experience in training, branch customer service, or a related role requiring communication skills
  • Working knowledge of computer and office software operations and systems
  • Extensive knowledge of Encompass
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The Company
1,823 Employees
Year Founded: 1996

What We Do

American Pacific Mortgage (APM) is a national, independently operated retail mortgage lender based in Roseville, California. It provides residential home-financing solutions for homebuyers and homeowners, including purchase and refinance lending, through a nationwide network of branches and loan professionals. APM emphasizes a customer-centered mortgage experience and supports originators and branch managers with a national lending platform. The company is partly employee-owned and operates in 49 states.

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