Learning & Development Coordinator

Wellby Financial • US TX Headquarters, TX

4d • Onsite

About The Position

The Learning and Development Coordinator plays a key role in driving the success of the organization’s learning strategy by providing high-level administrative, operational, and logistical support to the Learning & Development team. This position ensures the seamless execution of onboarding programs, leadership development initiatives, retail training, and enterprise-wide learning events that enhance team member growth and organizational performance. The L&D coordinator serves as a highly organized and proactive partner who effectively manages multiple priorities, coordinates cross-functional training efforts, and delivers an exceptional learning experience that supports employee engagement, development, and long-term success.

Requirements

• High School Diploma or equivalent required.
• Minimum two (2) – four (4) years of professional experience in training & development, retail, and/or event planning required.
• Knowledge of Wellby’s organizational functions and general operating policies and procedures.
• Knowledge of general office practices and procedures, business English, spelling, and punctuation.
• Knowledge of personal computer, utilizing Microsoft Office Suite and other software’s.
• Knowledge of learning and development principles, adult learning concepts, and training coordination practices.
• Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding devices.
• Skilled in providing excellent interpersonal and customer service skills
• Skilled in the analysis of problems and the development and implementation of solutions
• Skilled in above-average analytical and reasoning abilities
• Strong organizational and time management skills with the ability to manage multiple priorities simultaneously.
• Ability to communicate clearly and concisely, orally and in writing.
• Ability to provide excellent time management skills with a proven ability to meet deadlines
• Ability to provide strong analytical and problem-solving skills
• Ability to navigate and troubleshoot issues
• Ability to create a positive and engaging experience for participants during training and onboarding programs
• Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members.
• Ability to coordinate several concurrent activities simultaneously.
• Ability to exercise independent judgment.
• Ability to maintain strict confidentiality
• Bondable For All Candidates

Nice To Haves

• Bachelor’s degree in business management, Human Resources, Learning and Development, and/or a related field preferred.
• An equivalent combination of education and experience for substitute for stated qualifications.
• Experience working with Learning Management Systems (LMS) and/or learning experience platforms preferred.

Responsibilities

• Schedule training sessions, cohort programs, coaching sessions, and workshops (both in-person and virtual).
• Coordinate invitations, calendar holds, room reservations, catering, technology setup, materials preparation, and event logistics.
• Act as the primary point of contact for training communications, reminders, pre-work assignments, and follow-up materials.
• Assist with course setup, enrollments, tracking completions, and generating reports within the LMS platform.
• Maintain accurate and up-to-date learning records and support compliance and certification tracking needs.
• Maintain L&D program content to address new and emerging learning needs, and close identified skill, knowledge, and competencies gaps.
• Organize and maintain content libraries, training materials, facilitator guides, evaluations, and team resources.
• Support budget tracking for L&D initiatives, including supplies, printing, assessments, and vendor engagements.
• Assist with survey distribution, feedback collection, and reporting to evaluate learning program effectiveness.
• Work closely with L&D team members (facilitators, specialists, analysts) to provide seamless program support across onboarding, retail, and leadership/talent development areas.
• Support special projects related to learning campaigns, career development resources, and team member engagement initiatives.
• Performs other related duties as assigned.

Benefits

• Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic.
• Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans.
• Federally insured by NCUA.
• Equal Housing Lender.
• Equal Opportunity Employer.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED