What are the responsibilities and job description for the Mortgage Learning Partner/Trainer position at PenFed Credit Union?
Job Overview
PenFed is hiring a (Hybrid) Mortgage Learning Partner/Trainer at our Phoenix, Arizona location. The primary purpose of this role is to partner with the mortgage line of business (LOB) clients and to facilitate engaging training courses in the job-specific technical training and soft-skills areas. This individual will guide the learner using effective adult learning principles. Learning sessions will be facilitated using multiple delivery modalities. In addition to facilitation, this role will contribute to the design and curation of learning content.
Responsibilities
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties, and the position will perform other duties as assigned.
Qualifications
Equivalent combination of education and experience is considered.
This position will not supervise employees.
Licenses and Certifications
There Are No Additional Certifications Required.
Work Environment
While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.
*Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*
Travel
Ability to travel to various worksites and be on call is required.
Benefits
At PenFed, we offer a robust benefits package designed to support you both personally and professionally. You'll have access to comprehensive health, dental, and vision plans; paid time off; and family-friendly benefits like paid parental leave, care support, and fitness center access. Financial wellness is encouraged through features like a 401(k) match, employee loan discounts, and fully paid life and disability coverage. We also support growth via education assistance, community involvement, and volunteer opportunities.
Our Purpose
Helping members achieve their dreams since 1935.
Pentagon Federal Credit Union (PenFed) is one of America's largest federal credit unions, serving 2.8 million members worldwide with $29 billion in assets. PenFed offers market-leading certificates, checking and savings, credit cards, personal loans, mortgages, auto loans, and a wide range of other financial services, always with members' interests in mind. PenFed is federally insured by the NCUA and is an Equal Housing Lender.
Berkshire Hathaway HomeServices PenFed Realty, LLC is a full-service real estate company ready to assist our clients with buying, selling and renting a home. The company is a wholly owned subsidiary of PenFed Credit Union and is the largest independently-owned brokerage in the Berkshire Hathaway HomeServices network, placing us in the top 1% of all real estate brokerages in the country.
With almost 60 offices and nearly 2,000 world-class sales professionals, we offer complete service coverage in Virginia, Maryland, the District of Columbia, Delaware, Pennsylvania, West Virginia, Florida, Tennessee, Kansas and Texas. In addition, we also offer specialized client services which include management of vacation properties and long-term rentals, corporate relocation services and national referral network.
Equal Employment Opportunity
PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.
PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 402-639-8568.
PenFed is hiring a (Hybrid) Mortgage Learning Partner/Trainer at our Phoenix, Arizona location. The primary purpose of this role is to partner with the mortgage line of business (LOB) clients and to facilitate engaging training courses in the job-specific technical training and soft-skills areas. This individual will guide the learner using effective adult learning principles. Learning sessions will be facilitated using multiple delivery modalities. In addition to facilitation, this role will contribute to the design and curation of learning content.
Responsibilities
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties, and the position will perform other duties as assigned.
- Facilitate effective learning sessions on topics such as systems training, PenFed products and services, policies and procedures, and soft skills, with a main emphasis on the assigned subject area.
- Proficiency in both in-person and virtual facilitation best practices and standards to effectively engage diverse audiences.
- Support design and enhancement of content for training programs by closely partnering with stakeholders and subject matter experts.
- Maintain an in-depth knowledge of operating policies and procedures, and PenFed's products and services.
- Maintain training data and records for assigned classes.
- Manage multiple learning initiatives simultaneously
- Identify success metrics and conduct pre- and post- training evaluations to test and monitor progress.
- Provide feedback on the effectiveness of learning programs and/or learner performance to ensure learning objectives are achieved.
- Provide training and support for third party contractors as needed.
- Maintain vendor relationships for line of business learning programs.
- This is not intended to be an all-inclusive list of job duties.
Qualifications
Equivalent combination of education and experience is considered.
- Bachelor's degree in related fields (Business Administration, Human Resources) or a combination of education and experience that provides the necessary skills and knowledge to satisfactorily perform the essential job functions.
- Minimum three (3) years related work experience in learning required.
- Minimum five (5) years of experience within Mortgage industry and strong customer service background required.
- Experience with Mortgage Origination and/or Servicing Systems required.
- Strong knowledge of adult learning principles and experience applying them in both virtual and in-person sessions.
- Excellent communication and presentation skills
- Functional knowledge or MS Teams or equivalent virtual delivery tools are required.
- Knowledge of Windows-based software packages including MS-Word, Excel, Outlook and PowerPoint are required.
- Experience in using A.I. tools preferred.
This position will not supervise employees.
Licenses and Certifications
There Are No Additional Certifications Required.
Work Environment
While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.
*Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*
Travel
Ability to travel to various worksites and be on call is required.
Benefits
At PenFed, we offer a robust benefits package designed to support you both personally and professionally. You'll have access to comprehensive health, dental, and vision plans; paid time off; and family-friendly benefits like paid parental leave, care support, and fitness center access. Financial wellness is encouraged through features like a 401(k) match, employee loan discounts, and fully paid life and disability coverage. We also support growth via education assistance, community involvement, and volunteer opportunities.
Our Purpose
Helping members achieve their dreams since 1935.
Pentagon Federal Credit Union (PenFed) is one of America's largest federal credit unions, serving 2.8 million members worldwide with $29 billion in assets. PenFed offers market-leading certificates, checking and savings, credit cards, personal loans, mortgages, auto loans, and a wide range of other financial services, always with members' interests in mind. PenFed is federally insured by the NCUA and is an Equal Housing Lender.
Berkshire Hathaway HomeServices PenFed Realty, LLC is a full-service real estate company ready to assist our clients with buying, selling and renting a home. The company is a wholly owned subsidiary of PenFed Credit Union and is the largest independently-owned brokerage in the Berkshire Hathaway HomeServices network, placing us in the top 1% of all real estate brokerages in the country.
With almost 60 offices and nearly 2,000 world-class sales professionals, we offer complete service coverage in Virginia, Maryland, the District of Columbia, Delaware, Pennsylvania, West Virginia, Florida, Tennessee, Kansas and Texas. In addition, we also offer specialized client services which include management of vacation properties and long-term rentals, corporate relocation services and national referral network.
Equal Employment Opportunity
PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.
PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 402-639-8568.