Learning and Development

• Empower both new and existing Loan Consultants (LCs) with the tools, playbooks, and insights they need to connect with customers, simplify the refinance process, and close deals.
• Oversee and lead interviewing, onboarding, and training for our Day 1 – 30 Loan Consultants.
• Develop, update, and deliver new hire training materials.
• Monitor day-to-day performance, create and follow up on objectives, and serve as a resource for LC new hires during initial training.
• Develop and create materials to aid in their growth and success.
• Facilitate and continually refine onboarding and ongoing training programs to ramp new hires quickly.
• Develop high-impact sales content (playbooks, talk tracks, borrower education materials, and digital resources).
• Define and report on enablement KPIs for new hire LCs such as rep productivity, training impact, and application-to-funding conversion.
• Partner with the Talent Acquisition department for full lifecycle LC recruitment.
• Facilitate lead distribution for new hires in the training program.
• Provide training and on-the-job coaching to Loan Consultants.
• Partner with sales leadership, operations, and product teams to identify bottlenecks and implement solutions that improve conversion, speed, and customer experience.
• Escalate information security and risk management concerns to senior management team.
• Support executive management in ongoing initiatives as assigned.

Sales Training Manager

Senior L&D Specialist, Enterprise Program Trainer

Technical Training Specialist

Manager, Skills Based Learning and Development

Senior Instructional Designer

Talent Development Partner