Job Description

Job Description

Job Description

Position Overview

Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a dynamic and detail-oriented Corporate Trainer to join our Training team at Triad Financial Services. This individual will be responsible for delivering comprehensive training programs for new hires and existing team members across our Servicing and Originations lines of business. The ideal candidate will have experience in facilitating instructor-led sessions (both virtual and in-person), developing training content, and collaborating closely with policy & procedure writers and business leaders to support process improvements and ensure workforce readiness.

Essential Functions:

• Facilitate training sessions for onboarding, upskilling, cross-training, and system/process rollouts across assigned business units.
• Develop, revise, and maintain training materials, PowerPoints, workbooks, and supplemental modules to align with policy and procedural changes.
• Assist in the creation and deployment of knowledge assessments, feedback surveys, and course evaluations to measure training effectiveness.
• Partner with internal stakeholders (LOBs, procedure writers, and quality teams) to identify learning gaps and deliver targeted training interventions.
• Track learner progress and provide coaching and feedback to ensure successful performance post-training.
• Maintain detailed training records, attendance rosters, and documentation of sessions in alignment with compliance requirements.
• Maintain the Servicing and Originations SharePoint Connection sites.
• Performs other related duties as assigned to support departmental goals and business needs.

Minimum Qualifications:

• 3+ years of experience in training, instructional design, or adult education within a corporate setting (finance, mortgage, or servicing and origination experience preferred).
  • Equivalent on-the-job experience demonstrating comparable skills and knowledge will also be considered.
• Strong organization, time-management, delegation skills.
• Ability to manage multiple priorities, meet deadlines, and adapt to fast-paced environments.
• Strong facilitation skills in both virtual and in-person settings.
• Proven experience setting and achieving productivity goals.
• Good research skills to perform advanced and analytical research to find reliable and relevant content for the learner.
• Bachelor’s degree in education, business finance, HR or other related courses highly valued.
• High empathy skills and understanding of effective teaching methodologies and the willingness to keep abreast of new techniques in teaching.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Physical Demand:

• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards

Job Tags

Similar Jobs