Training Specialist

First Mutual Holding Co.

Training Specialist coordinating training initiatives for Member Banks within First Mutual Holding Co. Developing training programs for retail, lending, and sales training.

Posted 5/1/2026full-timeRemote • Ohio • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Develops and implements training programs to meet the needs of all Member Banks, including but not limited to retail, lending, new hire, and sales training.
Works directly with Shared Services teams, Retail Banking, and Member Banks to document and coordinate training needs, develop training schedules, and ensure compliance with procedures, operations, lending, sales, and training activities.
Ensures policies and procedures are effectively communicated and trained to all Member Banks in coordination with Business Operations and other Shared Services departments.
Facilitates virtual and web-based training; prepares training programs, establishes credibility, fosters a positive learning environment, and uses effective presentation methods to maximize impact.
Delivers sessions consistent with adult learning theory, including lectures, group activities, case studies, role-plays, simulations, and demonstrations, adapting style and methods as needed.
Develops and delivers new lender training, reinforces sales and loan operations training, and provides additional training as required.
Coordinates training schedules with other business lines involved in onboarding and designs development programs aligned with the Member Banks.
Collaborates with business partners to develop comprehensive training programs and utilizes external training programs and products as needed.
Maintains up-to-date knowledge and understanding of the current consumer lending platform, programs, guidelines, rules, regulations, and bank policies/procedures across all Member Banks.
Creates, develops, and maintains lending training manuals related to products, processes, policies, and investor guidelines for all Member Banks.
Assists in creating and publishing training content in new, innovative learning platforms.
Assists with additional ad-hoc training as necessary.
Responds to staff inquiries regarding lending products, processes, and operations, offering expertise and insight to resolve questions or issues.
Monitors updates or changes to the LOS system and updates training materials accordingly.
Assists with new projects, including project planning, testing, and rollout to affected departments and personnel.
Travels to all institutional locations as required.
Complies with all applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations. Builds working knowledge of all applicable laws and regulations.

Requirements

What you’ll need

3-5 years of banking experience is required, preferably in a service, operational, lending, retail, training, Mortgage Loan Originator, Loan Production Assistant, or support environment.
Experience in core banking platforms such as Cleartouch, Meridian Link, Encompass, Easylender, Finastra, is required.
Experience in consumer lending is required.
Experience with lending laws, regulations, and guidelines is required.
Proficiency in MS Office [Outlook, Excel, Word, Teams] or similar software is required.
Bachelor's degree OR equivalent experience is required.
Valid driver’s license is required for travel regional office locations and off-site meetings.
1-3 Years of professional training experience is preferred including: Developing and facilitating corporate training programs. Utilizing diverse training tools and methods. Strong understanding of adult learning concepts.

Benefits

Comp & perks

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Hard Skills & Tools

training program developmentadult learning theoryconsumer lendinglending lawsregulationscore banking platformsMS Officeproject planningtraining content creationlending training manuals

Soft Skills

communicationcollaborationpresentationcredibilitypositive learning environmentadaptabilityproblem-solvingfacilitationorganizational skillsinquiry response

Certifications

Bachelor's degreevalid driver's license