Product Training Specialist

Accountabilities

• • Design, create, and maintain product training plans tailored to different roles and user groups within customer organizations, ensuring each audience receives the appropriate level of product knowledge.
  • Partner closely with Product teams to translate product features and functionality into accurate, engaging, and current learning materials across e-learning modules, videos, webinars, and live training.
  • Develop internal training resources that support employee onboarding and ongoing product knowledge.
  • Apply adult learning principles and emerging instructional techniques to improve learner engagement, knowledge retention, and training effectiveness.
  • Leverage AI-powered tools and technologies to accelerate content development, improve training efficiency, and enhance the overall learner experience.
  • Collaborate with Implementation teams to understand project plans, identify training requirements, and recommend personalized learning approaches for customers.
  • Develop and manage customer training programs, including training plans, schedules, participant coordination, and delivery logistics.
  • Lead group training sessions, one-on-one coaching, webinars, and other learning experiences tailored to customer roles and internal audiences.
  • Evaluate training effectiveness through surveys, quizzes, performance metrics, and learner feedback, using the results to continuously refine content and delivery.
  • Build strong relationships with customers and internal stakeholders, serving as a trusted partner and change agent throughout the product implementation and adoption journey.
  • Manage multiple training initiatives simultaneously while maintaining quality, meeting deadlines, and adapting to changing customer and business priorities.

  Requirements

  • 5+ years of experience delivering technical product training or similar technology-focused learning programs.
  • At least 3 years of experience in the mortgage industry, with a strong understanding of the loan origination process.
  • Demonstrated ability to break down complex technical concepts and processes into clear, practical, and easy-to-understand instructions.
  • Experience developing training content and delivering learning programs through multiple formats, including live sessions, webinars, digital learning, and one-on-one coaching.
  • Strong conceptual, analytical, and problem-solving abilities, with a practical approach to identifying learner and customer needs.
  • Excellent written, verbal, presentation, and interpersonal communication skills.
  • Strong relationship-building skills and the ability to collaborate effectively with customers, Product teams, Implementation teams, and stakeholders at different organizational levels.
  • Proven ability to work independently while contributing effectively within a collaborative, team-oriented environment.
  • Strong time management and organizational skills, with the ability to manage multiple projects, competing priorities, and tight deadlines.
  • Comfortable working under pressure and adapting training plans as customer or implementation requirements evolve.
  • Proficiency with Microsoft Office and related productivity tools.
  • Experience using AI-enabled tools to support content creation, learning design, or training efficiency is an advantage.
  • Bachelor’s degree or equivalent professional experience.

  Benefits

  • Competitive benefits package.
  • Responsible paid time off (PTO) designed to support flexibility and work-life balance.
  • Opportunity to contribute to the transformation of the mortgage lending industry through technology and process innovation.
  • Collaborative and supportive team environment.
  • Opportunity to work directly with customers and influence successful technology adoption.
  • Remote work opportunity for candidates based in the United States, with Dallas, Texas preferred.
  • Opportunity to develop expertise across product training, instructional design, customer enablement, and mortgage technology.