Corporate Loan Trainer

Posted: 01/03/2020


Participates in the facilitation and presentation of the bank’s training program; conducts and evaluates various training programs as assigned with primary emphasis on loan specific training for both incumbents and new hire lending employees, e.g., Commercial and Consumer lending assistants, loan officers and document preparation on a variety of topics, including but not limited to job-specific loan functions, loan systems, technology, compliance (privacy, security, financial, etc.), new products, procedures and services, Jack Henry system and customer service; develops or selects training materials for presentations, worksheets, manuals, models, computer tutorials and resource library to reinforce learning through adult learning principles; conducts research and selects appropriate instructional methods; develops training schedules, training acknowledgements, checklists and reports; provides reports to management upon request; collaborates with loan officers, loan managers and training director as requested in the development and design of on-the-job new hire training curriculum for specific functions; collaborates with and coordinates with the Retail Corporate Trainers in developing and delivering training materials; collaborates with and supports the Retail and Lending Systems Facilitator and Instructional Designer as required to coordinate lending specific systems testing, training materials, updates, and special projects as required; coordinate, facilitate and support loan training for acquisitions;   participates in job specific training and other various bank training programs as required; and complies with BSA, AML and all bank policies and procedures. Other duties as assigned.


Minimum of a college Associate Degree or equivalent; five years lending/lending related experience may be substituted for Associate Degree. Minimum of two years of  lending experience is required. Experience must include frontline and/or back room lending functions/operations. Travel is required.  Incumbent’s home base will be in Abilene, TX.  Proficiency in presentation skills and knowledge of setting up AV equipment is essential. Must be able to facilitate distance learning training such as webinars. Advanced knowledge of Microsoft Windows, Excel, Word, PowerPoint and related applications is required. Must be able to handle stress and establish priorities; frequent deadlines exist and work may be subject to changing priorities with little advance notice. Good organizational, interpersonal and communication skills are necessary. Accuracy, attention to detail and mental concentration are necessary for accurately performing tasks with frequent interruptions. Ability to meet deadlines is essential. Professional demeanor, self-discipline, initiative, judgment and confidentiality are essential. 

Preferred Job / Skill Level:

 Management experience is preferred. Five years lending experience is preferred.