Lending Training Specialist (Full Time) - Round Rock

Loan Operations And Lending Business Lines Specialist Provide current, continuous, and timely revisions for processes, procedures, job aids, and training for Loan Operations and Lending Business Lines. Essential Functions and Basic Duties: Develop a thorough understanding of the new DNA core for loan operations and lending activities for the Business for ongoing loan documentation guidelines, job aids and checklists. Coordinate and/or lead development for Director workflow and DNA and delivery of training via webinar or in person. Lead development and maintenance of loan documentation for guidelines, job aids and checklists used by Loan Operations and the Lending Business Operations. Partner with Information Technology to troubleshoot, modify, and enhance functionality of Director using the Share Portal. Aid in lending related projects as needed from time to time. Coordinate and/or lead development for lending training for future M&A events. Actively support the Support Lending Assistant email box. Provide support/help desk to resolve user challenges and to identify opportunities for Director and DNA implementation. Effectively demonstrate professional communication at all levels to achieve desired results. The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time. Supervisory Responsibilities: This role does not have supervisory duties. Qualifications: Education/Certification: High school graduate or equivalent required (college degree desired) Experience Required: Experience in one or more aspects of consumer and commercial lending. Prior training experience desired. Prior written procedural and job aid experience desired. Knowledge Required: Familiar with onboarding of loans and requirements. Knowledge of Power Point Presentations & Loan documentation requirements would be a plus. Skills/Abilities: Strong skills in planning, organizing, decision-making, and attention to detail. Work or educational experience utilizing Microsoft Excel, Word, and PowerPoint. Physical Activities and Requirements of This Position: Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.) Working Conditions: None: No hazardous or significantly unpleasant conditions (such as in a typical office). Mental Activities and Requirements of This Position: Reasoning Ability: Ability to apply logical or scientific thinking to define problems, collect data establish facts and draw conclusions. Able to interpret a variety of technical instructions and can deal with multiple variables. Mathematics Ability: Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage. Able to perform very simple algebra. Language Ability: Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias. Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style. Ability to conduct training, communicates at panel discussions, and make professional presentations.

Created: 2026-03-04