Support the development and delivery of onboarding and ongoing training programs
Create engaging learning materials, job aids, guides, and digital resources
Apply adult learning principles to ensure training is practical, learner-focused, and immediately applicable
Translate technical workflows into clear, user-friendly documentation and training content
Maintain and organize training assets within SharePoint and other internal platforms
Utilize Monday.com to manage workflows, track projects, and create automations to create team efficiencies
Leverage Salesforce data to support recruiting, onboarding, reporting, and development initiatives
Monitor training participation, feedback, and performance metrics to identify opportunities for improvement
Provide ongoing support to team members navigating systems, tools, and operational processes

Foundational knowledge of the mortgage industry, loan lifecycle, and retail lending environment
Understanding of basic adult learning principles (engagement, reinforcement, practical application)
Above-average technical aptitude with productivity and learning tools; ability to quickly adapt to new systems
Monday.com certification or advanced hands-on experience (preferred)
Experience supporting onboarding, enablement, or professional development within mortgage or financial services (preferred)
Familiarity with LMS platforms or webinar delivery (preferred)
Experience supporting sales or retail mortgage teams (preferred)
Experience translating systems or workflows into clear training materials and documentation
Strong communication and organizational skills
Highly detail-oriented with the ability to manage multiple initiatives in a fast-paced environment
Initiative and self-direction
Process improvement mindset
Collaboration and cross-functional partnership
Adaptability in a growing organization
Strong attention to detail
Bachelor's or equivalent experience required (Business, Communications, or related field)

Growth and Development Specialist

Key skills