Wealth Lending Proficiency Coach

Job Description:Proficiency Coach will increase new hire proficiency, associate satisfaction and client satisfaction through in-role job proficiency training by way of in person and group coaching sessions.•Increase new hire proficiency and satisfaction for Lending Specialists in Wealth Lending, and for Mortgage Loan Coordinators in Retail Lending Client Delivery Support (CDS)•Partners with CDS leadership and the Academy to build new hire training and support•Conducts call and file reviews to provide insights and create plans to address proficiency gaps•Mentors new hires through non-tenured period, regular 1:1s and cohort meetings to create support structure•Up-skills tenured employees on new initiatives, including coaching and training (~500 Lending Specialists / ~250 MLCs)•Champion for key activities and metrics including: call recording (MIC), digital execution, and lead-coach-manage"‚"‚"‚"‚"‚Required Skills:Performance management or coaching experience2 year minimum leadership experienceDeep understanding of the home loans Sales, Underwriting, Fulfillment processes and reportingResults oriented, with experience developing and delivering learning plansExcellent prioritization, time management and organizational skillsStrong written and verbal communication skillsAbility to collaborate and influenceCommand of PowerPoint and Excel"‚Desired Skills:Sales operationsLearning / trainingProcess DesignProject ManagementJob Band:H5Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 --> Job Description:Proficiency Coach will increase new hire proficiency, associate satisfaction and client satisfaction through in-role job proficiency training by way of in person and group coaching sessions.•Increase new hire proficiency and satisfaction for Lending Specialists in Wealth Lending, and for Mortgage Loan Coordinators in Retail Lending Client Delivery Support (CDS)•Partners with CDS leadership and the Academy to build new hire training and support•Conducts call and file reviews to provide insights and create plans to address proficiency gaps•Mentors new hires through non-tenured period, regular 1:1s and cohort meetings to create support structure•Up-skills tenured employees on new initiatives, including coaching and training (~500 Lending Specialists / ~250 MLCs)•Champion for key activities and metrics including: call recording (MIC), digital execution, and lead-coach-manage"‚"‚"‚"‚"‚Required Skills:Performance management or coaching experience2 year minimum leadership experienceDeep understanding of the home loans Sales, Underwriting, Fulfillment processes and reportingResults oriented, with experience developing and delivering learning plansExcellent prioritization, time management and organizational skillsStrong written and verbal communication skillsAbility to collaborate and influenceCommand of PowerPoint and Excel"‚Desired Skills:Sales operationsLearning / trainingProcess DesignProject ManagementJob Band:H5Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 Job Description:Proficiency Coach will increase new hire proficiency, associate satisfaction and client satisfaction through in-role job proficiency training by way of in person and group coaching sessions.•Increase new hire proficiency and satisfaction for Lending Specialists in Wealth Lending, and for Mortgage Loan Coordinators in Retail Lending Client Delivery Support (CDS)•Partners with CDS leadership and the Academy to build new hire training and support•Conducts call and file reviews to provide insights and create plans to address proficiency gaps•Mentors new hires through non-tenured period, regular 1:1s and cohort meetings to create support structure•Up-skills tenured employees on new initiatives, including coaching and training (~500 Lending Specialists / ~250 MLCs)•Champion for key activities and metrics including: call recording (MIC), digital execution, and lead-coach-manage"‚"‚"‚"‚"‚Required Skills:Performance management or coaching experience2 year minimum leadership experienceDeep understanding of the home loans Sales, Underwriting, Fulfillment processes and reportingResults oriented, with experience developing and delivering learning plansExcellent prioritization, time management and organizational skillsStrong written and verbal communication skillsAbility to collaborate and influenceCommand of PowerPoint and Excel"‚Desired Skills:Sales operationsLearning / trainingProcess DesignProject ManagementShift:1st shift (United States of America)Hours Per Week: 40

Created: 2021-11-29