Training Specialist

Who is DocMagic

DocMagic is the leading provider of digital solutions for the eMortgage industry, including regulatory compliance, document generation, eSignature, and complete eClosings. DocMagic has been solving the mortgage industry's toughest challenges with innovative technology solutions since 1987. Today, we continue to lead the industry with award-winning proprietary software, mobile apps, and web-based solutions. Recent awards include HousingWire naming DocMagic a 2025 Tech100 winner for the 13th year in a row, recognizing our innovation in digital lending and our impact on the industry, as well as key employees receiving HousingWire Tech Trendsetter and Vanguard awards.

Why Work at DocMagic

At DocMagic, our culture is built on teamwork, innovation, and collaboration, which contribute to our reputation for excellence. We are committed to living these values every day. We offer competitive benefits, including comprehensive health coverage, paid time off, company-paid holidays and a 401K with company matching. We also offer on-site wellness classes, snacks and monthly food trucks. But it is not all about work; we believe in building connections, from team-building activities to our employee gatherings, we love coming together to celebrate. Join us and be a part of a team that values innovation and is committed to shaping the future of work.

Position Summary

Reporting to the Training Manager, the Training Specialist supports both internal employee and external client training needs. This position delivers engaging, high-quality learning experiences using a variety of methods, including live virtual sessions, in-person workshops, and one-on-one instruction.

The Training Specialist assists in the design, development, and delivery of training materials and documentation related to DocMagic’s products, services, and organizational learning initiatives. The role collaborates closely with internal departments such as Client Services, Product Development, Sales, HR, and Marketing, as well as external vendors, to ensure consistent, effective, and high-impact training programs.

Essential Functions

• Design and develop product training content using PowerPoint, Word, Articulate 360, and other e-learning or publishing software.
• Schedule and facilitate client training sessions to ensure comprehensive understanding of DocMagic’s products and services.
• Log and maintain client training interactions in the company CRM (Salesforce Lightning).
• Manage and update training materials within the company’s Learning Management System (TalentLMS).
• Partner with subject matter experts (SMEs) to support instructional design and ensure accuracy of technical content.
• Support the development and maintenance of client-facing website content, using Drupal or similar design platforms.
• Develop and facilitate employee onboarding and new hire orientation programs.
• Provide ongoing support and coaching to employees on system processes, procedures, and best practices.
• Collaborate with HR and leadership on learning and development (L&D) initiatives, including employee growth and organizational development programs.
• Support the continuous improvement of training delivery and documentation standards.

Qualifications

• Bachelor’s degree in business administration, Communications, Education, or a related field.
• Minimum 3 years of experience in training and development, instructional design, or learning delivery.
• Minimum 3 years of experience creating and developing training programs and materials.
• Minimum 3 years of experience using a Learning Management System (TalentLMS preferred).
• Strong proficiency with Microsoft Office Suite and e-learning tools (Articulate 360, PowerPoint, etc.).
• Strong technical aptitude and ability to learn new systems; experience with web design or content management tools (such as Drupal, HTML, CCS, or Wik) is a plus.
• Experience within the mortgage or financial services industry strongly preferred.

Other skills and skill sets

• Strong collaborator and team player who builds positive relationships across departments.
• Demonstrates professionalism, positivity, and alignment with company culture.
• Highly organized and detail-oriented with a sense of ownership and accountability.
• Excellent time management and prioritization skills.
• Strong communication and presentation abilities.
• Demonstrates sound judgment and decision-making skills.
• Comfortable multitasking in a dynamic environment.
• Innovative, solutions-oriented mindset with strong problem-solving skills.

Other Duties

• In addition to performing the essential functions of the job, this position may require other duties as assigned. Responsibilities, duties, and activities may change at any time with or without notice.