Job Details

Training and Development

Training Specialist  ,   Posted: 1/12/2021
Job Description

Job ID#:


Job Category:

Training and Development

Position Type:



Plaza Home Mortgage, Inc., a national wholesale and correspondent mortgage company headquartered in San Diego, California, has a full-time opportunity for a Training Specialist (Onboarding)!
Founded in 2000, Plaza Home Mortgage, Inc. is a privately owned, full-service national lender, offering Wholesale, Correspondent, Renovation and Reverse residential mortgages. Headquartered in San Diego, California, Plaza maintains a network of Operations Centers and employs mortgage associates nationwide. Plaza is dedicated to building quality, long-term relationships with its mortgage broker and correspondent clients by offering comprehensive programs and exceptional customer experience.
The Training Specialist will create and coordinate training activities designed to educate both customers and employees (associates). The incumbent will lead the design, development, creation, effective execution and evaluation of multiple types of high-quality learning solutions and associated metrics that meet current and future business needs of Plaza Home Mortgage, Inc. and results in enhanced associate capabilities, performance, and customer satisfaction.
Must comply with all BSA/AML requirements as well as any mandatory changes. The following job functions are not all-inclusive. The associate will be required to perform other job-related tasks/responsibilities requested by the manager.  Job duties may change as required by needs of company.  Must complete all required industry and compliance training as required by Plaza Home Mortgage.
  1. Work cross functionally with leadership to create a great experience for new associates joining Plaza via an onboarding program.
  2. Conduct effective facilitation of Subject Matter Expert (SME) meetings and content/information gathering meetings for development of appropriate data for learning solutions.
  3. Lead the needs analyses strategy to determine program design needs.
  4. Design, develop, deliver, manage, update and maintain:
    • Training Manuals and Job Aids
    • Web-Based Training (WBT)
    • Instructor-Led Training (ILT)
  5. Prepare facilitators to deliver training solutions (through train the trainer) when required.
  6. Measure training effectiveness through various assessments and evaluations.
  7. Ensure alignment and cohesion of all training activities across the company encompassing professional, leadership, operational, and compliance training.
  8. Serve as the key liaison for learning and development activities on business integrations as appropriate.
  9. Continuously seek external perspective and best practices in the industry to develop and implement training solutions to support the business
  10. Travel Required – approximately 15%.
  11. Other duties as assigned.

Job Requirements:

  • Associates’ degree in Organizational Development, Education, Learning & Development, HR, Business, or equivalent
  • 2-5 years of training and/or mortgage lending experience or an equivalent combination of education and experience
  • MUST have prior and recent experience in mortgage operations 
  • Excellent written, verbal, and interpersonal communication skills including technical writing
  • Must possess excellent facilitation skills
  • Strong critical thinking and analytical skills to identify organizational issues of diverse scope and complexity, develop solutions, and implement action plans
  • Must be able to work independently on several projects simultaneously with intrinsic motivation to finish assigned projects on time
  • Experience with Articulate and Camtasia, or similar training development software
  • Familiarity with virtual classrooms such as GoToMeeting, Zoom and WebEx
  • Advanced knowledge of Microsoft Suite; especially PowerPoint
  • Plaza associates who will be driving on company business will be required to maintain a valid driver license, car insurance, and a clean driving record
  • Adaptability
  • Client Focus
  • Creativity & Innovation
  • Fostering Learning
  • Information Management
  • Teamwork
Plaza is an EEOC employer and follows all federal, state, and local laws relating to fair employment.
Plaza Home Mortgage, Inc. is committed to preventing, stopping and remedying all forms of discrimination that occur in its workplace. Managers are accountable for keeping Plaza’s workplace free from discrimination and ensuring that Plaza provides equal employment opportunity for all in the workforce and for those seeking to become members of Plaza’s workforce.
Plaza’s employees are protected by laws designed to protect employees from discrimination on the bases of race, religion, color, sex, pregnancy, gender identity, sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, or any other non-merit based factor. These protections extend to all management practices and decisions, including recruitment and hiring practices, appraisal systems, promotions, and training and career development programs. Plaza’s employees are also protected against retaliation if they engage in a protected activity, whistleblowing, or the exercise of any appeal or grievance right provided by law.


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