Training Specialist

Trainer/Business Consultant The Trainer/Business Consultant will conduct client training and consulting engagements for our Lending Services product suite. This role is responsible for delivering comprehensive training on both administrative configuration and end-user functionality, ensuring clients are equipped to maximize the value of our solutions in their operational environments. Key Responsibilities: Conduct engaging and effective training sessions for clients on Lending Services products, covering system configuration and administrative setup, end-user workflows and functionality. Collaborate closely with clients to understand their business needs and tailor training accordingly. Provide consultative support to help clients optimize product usage and integrate solutions into their existing processes. Develop and maintain training materials, user guides, and documentation. Assist in onboarding new clients and support change management initiatives. Serve as a subject matter expert on Lending Services products and stay current on product updates and industry trends. Gather client feedback and relay insights to internal teams for continuous product and service improvement. Qualifications: Proven experience in training, consulting, or implementation within financial services or lending environments. Strong understanding of lending operations, workflows, and compliance requirements. Excellent communication and presentation skills, with the ability to translate technical concepts into practical applications. Ability to build rapport and trust with clients and internal stakeholders. Experience with software configuration and user support. Proficiency in Microsoft Office Suite; familiarity with CRM or LMS platforms is a plus. Willingness to travel as needed for client engagements. At Finastra, each individual is unique, bringing their own ideas, thoughts, cultural beliefs, backgrounds, and experiences together. We learn from one another, embrace and celebrate our differences, and create an environment where everyone feels safe to be themselves. Be unique, be exceptional, and help us make a difference at Finastra! Applicants for this position need to be located in posted location or their immediate surrounding areas. Due to the requirements of this position, this job posting is not available for, and Finastra will not be considering any applicants who currently reside in New York City or California.

Created: 2026-03-14