Corporate Trainer

Primary Residential Careers•Salt Lake City, UT

About The Position

The Corporate Trainer is responsible for training PRMI employees on various systems, including Encompass and Point of Sale (POS) systems. This role involves developing, updating, and maintaining training curriculum in collaboration with other departments to ensure a seamless workflow. The trainer will disseminate information about system updates and policies, troubleshoot potential issues, and create training materials such as recorded tutorials. They will conduct both in-person and online training sessions and update procedures related to Encompass and other systems. Additionally, the role involves cross-training with other departments, coordinating and delivering content for monthly webinars, and managing training reports and employee profiles within the Learning Management System (LMS). This position requires close coordination with HR, IT, and external vendors to manage employee databases, system access, and LMS functionalities.

Requirements

Two years of training experience, both producing training materials and facilitating training in a business setting, preferred.
Strong analytical and problem-solving skills
Professional verbal communication skills
Excellent writing, editing, and arithmetic skills
Ability to effectively and professionally handle difficult situations that may arise when working with branches/divisions
Ability to type 50 wpm
Strong familiarity with Microsoft Office (including Word, Excel, Outlook, and PowerPoint)

Nice To Haves

Two years of experience in the mortgage industry.
Processing of Conventional, FHA, VA and USDA mortgage loans.
Other experience in Loan Originating or Underwriting acceptable.
Working knowledge of Encompass.
Working knowledge of POS systems.
Previous experience configuring and managing Learning Management Systems
Strong attention to detail
Ability to work in a team setting as well as independently
Highly organized and able to prioritize and execute multiple tasks at a time
Ability to work and deliver content under tight deadlines
Ability to work independently

Responsibilities

Train PRMI employees on how to use Encompass, POS systems (Blend, ECC, Simple Nexus, Floify, etc.), and other systems as deemed necessary.
Work with Business Technology, Business Development, Branch Relations, Closing & Funding, Underwriting, etc., and Training Manager to develop, update, and maintain training curriculum for branch and corporate employees on how to use Encompass and POS systems to process PRMI’s loans.
Effectively disseminate information about updates and changes to the system(s) and/or policies and processes to Processors, Loan Officer training team and other impacted departments.
Troubleshoot and develop solutions for potential roadblocks by working with Business Technology, applicable Corporate Departments, and management as needed.
Develop Processing Training curriculum by using outside vendor material, existing internal training material and create new training material.
Assist with creation of recorded training and tutorials for all departments.
Conduct in person (when applicable) and online training for PRMI employees.
Updates procedures relating to Encompass for Originating and Processing.
Cross training with Branch Relations to broaden knowledge base.
Helps coordinate, develop, and deliver content for monthly Loan Operations Training webinars under the Corporate Training Manager’s direction.
Imports, exports, customizes, and automates/delivers training reports.
Sets up course assignments and maps courses and training requirements to various employee profiles.
Sets up and manages due dates and related notifications.
Coordinates with Human Resources, IT, and other departments as needed to manage employee database, enable/disable system access codes, adjust training profiles, answer training and troubleshooting questions, etc.
Works with vendors as needed to receive, upload, and remove/archive courses and history, troubleshoot and correct LMS, course, and tracking/completion issues, install/manage system updates and changes, etc.