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TIAA Instructional Designer Trainer, Residential Lending in JACKSONVILLE, Florida

As a part of TIAA’s Financial Solutions business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.

Position Summary

The Home Lending Trainer will be responsible for partnering with stakeholders across the division to design, develop and deliver training that meets the strategic and operational goals of the business. This individual will utilize experience in adult-learning theory and methodologies to develop and deliver mortgage sales and operational role specific learning events. Learning approach will vary as needed and may include the creation and use of job aids, instructor led and webinar led courses, online courses, workshops, and simulation-based training. This individual will have proven experience using the ADDIE method to design, develop, and evaluate instructional modules.

Individual will be responsible for training programs including technology, operational and sales processes, policies, and procedures as well as job role targeted training and development. Proven ability to deliver effective training programs, work well in a fast-paced environment, and is solution-oriented with clients and stakeholders.

Essential Functions

•Responsible for the design, development, and delivery of mortgage sales and operations training; as well as other associate readiness solutions for Home Lending; primarily focusing on new products and programs, job role curriculum, technology enhancements and system conversions, and process, policy, and procedure changes.

•Designs and develops effective and engaging instructional modules that ensure mastery of learning objectives. Critical outputs may include: exercises, workbooks, worksheets, scripts, story-boards, job aids, test and evaluation forms, written role plays, simulations, games, and computer-based training (CBT).

•Creates and maintains curriculum and training materials for instructor-led training including instructor guides, participant guides, PowerPoint presentations, etc.

•Identifies and defines gaps between ideal and actual performance and determines causes using standard needs analysis techniques (i.e., task analysis, focus groups, etc.) in conjunction with senior staff and applicable subject matter experts.

•Performs testing on instructional modules developed by self and others. Collects, synthesizes, and presents summary feedback on existing modules to develop plans for revisions.

•Administers course evaluations, attendance records, and training reports.

•Stays current on new products, processes, and technological changes within the division and advises management and applicable staff of necessary training needs/changes.

Knowledge, Skills, and Abilities

•Proven ability to facilitate small and large group sessions, across various roles and levels

•Demonstrated mastery of presenting complex topics, ensuring maximum learner comprehension

•Knowledge and application of adult learning theory

•Proven ability to conduct assessment to identify, develop/design, and implement effective training programs

•Ability to determine the most effective delivery methods and evaluate outcomes and adjust as needed to improve effectiveness

•Instructional design experience including job role and technology focused learning, leveraging goal-based simulation training methodology

•Knowledge of WebEx training methods

•Proficient in Microsoft Office Suite

•Aptitude to continuously learn new features of tools and software

•High attention to detail

•Excellent presentation, written, and oral communication skills

•Ability to prioritize, schedule, and meet deadlines

•Ability to work independently and within a team

•Familiarity with loan origination systems and other sales and operations systems (client relationship management, loan origination, automated underwriting, credit, appraisal, workflow, pricing, and mortgage document vendors)

•Minimal travel required (less than 10%)


•3-5 years facilitator and instructional designer experience

•3-5 years’ experience in residential mortgage industry

•1-2 years’ experience leading WebEx hosted courses

•2 years’ experience using Articulate and/or Captivate to develop and deliver course content preferred

•Mortgage banking experience in Retail and Correspondent Lending preferred

•Information Mapping documentation experience preferred

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We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Additional Information

  • Requisition ID: 1726038

Company: TIAA Bank

Post Date: Apr 23, 2020