Learning Consultant - Credit

South State Bank•Winter Haven, FL
•$81,000 - $121,000

About The Position

The Learning Consultant is primarily responsible for delivering training programs that enable production results and advancement skills, with a primary focus on credit expertise. Programs may cover divisional new hires, career development, credit administration, mergers and acquisitions, process transformation, policies, procedures, systems, operations, sales, products, and regulations. The role also consults and partners with bank workgroups to assess credit capabilities, recommend improvements, and strengthen learning resources and effectiveness. The position may be remote or hybrid. Remote or hybrid employees must have a secure, distraction-free work setting and reliable internet connection; hybrid employees report to a Company location as directed by their manager. Travel may be required for corporate meetings, workshops, site visits, training delivery, and merger or acquisition support.

Requirements

  • At least four years generating sales as a commercial lender or team leader and/or servicing loans, products, or services as a credit officer or portfolio manager for a line of business.
  • At least four years of deal team experience.
  • Excellent presentation, communication, and interpersonal skills.
  • Excellent time management, organizational skills, and attention to detail.
  • Excellent computer skills, especially Microsoft Office.
  • Ability to prioritize tasks and think and work independently.
  • Ability to exercise good judgment to analyze and solve problems.
  • Ability to exercise personal and professional responsibility and work with limited direction.

Nice To Haves

  • Bachelor's and/or Associate degree in Business, Finance, Accounting, or a related field.
  • Training delivery experience.
  • Proficiency with lending systems, including nCino.
  • Proficiency with Microsoft Excel.
  • Proficiency with Microsoft Copilot.
  • Experience with Customer Relationship Management (CRM) systems.

Responsibilities

  • Develop and deliver training programs to build and strengthen credit expertise.
  • Foster an interactive learning environment using a variety of effective learning methods.
  • Use new ideas, creative approaches, media, and technology to support forward-thinking learning.
  • Coach and mentor employees in career and professional development.
  • Consult with bank workgroups to evaluate credit strengths and opportunities.
  • Recommend solutions and improvements and partner with bank workgroups to build relationships and expand knowledge and resources.
  • Research industry trends and apply learning and development best practices.
  • Analyze credit results and course data to identify trends and improve learning effectiveness.
  • Maintain and submit class rosters promptly in the learning management system.
  • Prepare and submit accurate expense reports in accordance with bank guidelines.
  • Manage time effectively and follow work and personal time-off bank guidelines.
  • Prepare training materials and training rooms as appropriate.
  • Provide prompt, efficient, and exceptional customer service and build internal and external customer relationships.
  • Demonstrate the Company's core values, meet deadlines, and work toward company and department goals.
  • Participate with community organizations and in community projects.
  • Participate in learning and development for continued personal and professional growth.
  • Protect confidential and sensitive information, route documents to appropriate parties, obtain approvals as necessary, and meet deadlines.
  • Follow compliance, security, internal, and applicable consumer protection requirements, preventing fraud and protecting customer assets.
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