We are hiring a Training Specialist, Commercial Underwriting

 The Opportunity:

The Training and Documentation Department oversees the training and development for more than 1000 employees across the company.  The team provides job specific training and communications through the intranet, in-class training, soft-skill training, web-based tutorials, peer training, and self-directed learning assignments. The Department is responsible for supporting multiple divisions in the business including Residential Administration, Residential Underwriting, Sales, and Commercial divisions nationally.

The Training Specialist is responsible for the design, development, maintenance of training materials and delivering training sessions and programs.  

• Support the Commercial Origination and Operation Divisions
• Facilitate new hire onboarding programs, development workshops and information sessions.
• Support the development of communication notices via e-mail and intranet web pages relating to policy and procedure changes, quick tips, system updates, and departmental activities
• Completes needs assessments and job task analysis to determine training needs
• Liaise with Subject Matter Experts, Business Analysts, and Management to gather content and understand department policies, processes, and procedures to document
• Create training design plans
• Create and maintain materials which include trainer guides, workbooks, job aids, tests, activities, and story boards for eLearning development
• Implement training solutions in a variety of formats including virtual, instructor-led, self-study and peer-to-peer training
• Evaluate the effectiveness of training solutions
• Maintain standards and update relevant sections of the company Intranet (Arthur)
• Maintain presentation and training materials using the MS Office (Word, PowerPoint, and Excel), Arthur, Review 360 and Snag-It.
• Create and maintain materials which oversee the translation of documentation through an external translation company
• Provide assistance, coaching and training to address the inquiries and concerns from employees or management
• Special Projects as assigned by Management
• Adhere to policies /procedures to ensure AML requirements are met, when applicable.

Skills and Attributes:

• Strong working knowledge of general mortgage lending guidelines with a focus on commercial lending and First National systems is required.
• Post-secondary education and/or equivalent work experience preferably in a technical writing or learning related discipline an asset.              
• Experience in a financial services environment with a specific focus on mortgages as an asset
• Ability to work in a high volume, multi-demand environment
• Strong attention to detail to provide quality analyses and proofreading/editing on completed deliverables
• Intermediate to high competency in Microsoft Office (Word, PowerPoint, Excel); natural ability to learn new technologies/systems

• Experience in facilitation and/or making presentations (in person and/or virtually) an asset
• Experience in developing content, presentations, job aids, and/or communications an asset

• Strong communication skills, both written and verbal
• Excellent customer service skills, with a high aptitude for building rapport
• Demonstrated ability to work independently and in a team environment
• Ability to juggle multiple projects simultaneously and handle changing priorities in a timely fashion.

• Experience in facilitation and/or making presentations (in person and/or virtually) an asset
• Experience in developing content, presentations, job aids, and/or communications an asset
• Strong verbal and written communication skills in both French and English is required - Role provides National support

Education/Certification/Experience Requirements:

• Experience in commercial mortgages
• Post-secondary education and/or equivalent work experience preferably in a learning-related discipline is an asset
• Competency in Microsoft Office (PowerPoint, Word, Excel)

Working Environment and Physical Demands Analysis

• Office Environment
• Working with Computer Technology
• Strong Writing Skills
• Problem Identification and Solution
• Detail oriented
• Initiative
• Communication Skills

Why join First National?

• Supportive teamwork focused environment
• Collaborative entrepreneurial spirit
• Opportunities to give back to the communities and work through events focused on a variety of charities
• Ongoing social events throughout the year
• Extensive training programs to set our employees up for success

First National is proud to be an equal opportunity employer and is committed to diversity and inclusion regardless of race, color, religion, national origin, age, gender identity, physical or mental disability, sexual orientation or any other category protected by law.

Artificial Intelligence is not used in our recruitment or hiring process for this role.

First National supports requests for accommodation from applicants with disabilities; please contact Human Resources at [email protected].

We would like to thank all applications for their interest, but only candidates selected for an interview will be contacted.

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