Training and Development Specialist

Title: Training & Change Readiness Specialist (Loan IQ)

Location: 550 S Tryon St Charlotte, NC
Duration: 12 months

Work Engagement: W-2

Work Schedule: 3 days in office/2 days remote

Benefits on offer for this contract position: Health Insurance, Life insurance, 401K and Voluntary Benefits

Summary:

We are seeking an experienced Training & Change Readiness Specialist to support large-scale software implementations, enhancements, conversions, and process changes impacting front-office and middle-office teams. This role is responsible for assessing learning needs, developing role-based training programs, creating training materials, and delivering engaging learning experiences that drive user adoption and readiness.

The ideal candidate is a self-directed training professional with experience supporting end-user learning for technology transformations. Experience with Loan IQ is highly desirable, and financial services or commercial banking experience is preferred.

Responsibilities:

• Design, develop, and facilitate complex training programs for diverse stakeholder groups with varying learning needs.

• Assess training needs for impacted business teams and translate identified learning gaps into practical training strategies and support resources.

• Create, maintain, and update role-based learning materials, including:

  • Facilitator guides

  • User guides

  • System walkthroughs

  • Job aids

  • Reference materials

• Deliver instructor-led and virtual training sessions supporting software implementations, enhancements, conversions, releases, and associated process changes.

• Utilize sandbox and training environments to provide hands-on demonstrations, simulations, and practice opportunities that build learner confidence and proficiency.

• Quickly learn new applications, processes, and system updates and incorporate changes into training content and delivery plans.

• Develop learner readiness and adoption strategies to ensure successful transition to new systems and processes.

• Partner closely with subject matter experts (SMEs), delivery leads, product partners, procedure teams, and business stakeholders to identify training requirements and prepare impacted users.

• Support front-office and middle-office teams through organizational and technology changes.

• Manage multiple projects and priorities simultaneously while meeting established timelines and deliverables.

• Gather feedback and continuously improve training materials and delivery approaches.

Qualifications:

• Applicants must be authorized to work for ANY employer in the U.S. This position is not eligible for visa sponsorship.

• Experience developing and facilitating complex training programs for enterprise-wide system and process changes.

• Proven experience supporting end-user learning, adoption, and readiness initiatives.

• Strong ability to assess business training needs and develop targeted learning solutions.

• Experience creating comprehensive training documentation and learning resources.

• Demonstrated success delivering training related to technical software implementations and operational process changes.

• Ability to work independently with minimal supervision while proactively seeking clarification when needed.

• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.

• Excellent verbal, written, facilitation, interpersonal, and critical-thinking skills.

• Loan IQ experience strongly preferred.

• Experience using:

  • Jira

  • Confluence

  • Articulate

  • WalkMe

  • SharePoint

  • Microsoft Office Suite

• Experience supporting technology transformation, system implementation, or change management initiatives.

• Financial services, commercial banking, or lending industry experience preferred.