Sandia Laboratory Federal Credit Union
Lending Learning & Development Specialist
Sandia Laboratory Federal Credit Union, Albuquerque, New Mexico, United States, 87101
Job Type
Full-time
Description
Job Scope:
A high-performing, strategic, and passionate Learning & Development Specialist / Sales Coach who leads comprehensive training and coaching efforts across the entire lending lifecycle-from prospecting and origination through underwriting, processing, closing, funding, and servicing. This role plays a critical part in developing top-tier lending professionals, driving elevated performance, and ensuring a best-in-class member experience at every touchpoint.
Depending on the focus, this role requires well-developed expertise in
mortgage and/or consumer/indirect lending , a strong foundation in adult learning and coaching, and a proven ability to energize teams through engaging, actionable training programs. This position is key to supporting Sunward's growth, member service excellence, and compliance objectives.
Essential Functions
Design, deliver, and continuously improve training programs for lending teams. Depending on the focus, this may include
Mortgage (originators, processors, underwriters, closers, and servicing)
or
Consumer/Indirect Lending (originators, underwriters, indirect processors, closers, and servicing) . Develop role-specific and cross-functional training paths tailored to experience levels and learning styles. Lead new hire onboarding and ensure full readiness across systems, policies, and service expectations. Ensure all job aids, policies, and procedures are accurate, updated, and accessible across all platforms and learning channels. Create comprehensive training materials-including job aids, presentations, guides, and e-learning modules. Develop assessments to measure knowledge retention, skill application, and regulatory understanding. Continuously evaluate learner comprehension and adapt training approaches to support individual and team development. Partner with compliance to ensure all regulatory and policy updates are reflected in training content. Provide 1:1 and group coaching to lending professionals. Depending on the focus, this may include
Mortgage Loan Officers
or
Consumer Loan Officers , with a focus on prospecting, relationship-building, lead conversion, and cross-selling. Monitor pipeline activity, conversion ratios, and pull-through to identify coaching opportunities. Conduct "game film" reviews (loan reviews, pipeline walk-throughs) to reinforce skills and decision-making strategies. Equip teams with tools, scripting, and strategies to grow wallet share and deepen member relationships. Provide EMPOWER training (new and ongoing) to all team members where applicable. Act as a liaison between lending operations, retail branches, and digital teams to ensure alignment and smooth handoffs. Identify training gaps and performance trends through data, feedback, and quality control insights. Support new product rollouts, system upgrades (e.g., LOS/POS), and workflow enhancements through targeted training. Instill a member-first mindset throughout all training initiatives. Reinforce adherence to underwriting guidelines, Fair Lending practices, and servicing requirements. Maintain documentation, assessments, and tracking systems to support audit-readiness and regulatory compliance. Requirements
Qualifications:
Experience and Education
Minimum of 5 years' experience in
mortgage
or
consumer/indirect lending , with hands-on knowledge of origination, underwriting, and closing required. Proven experience in sales coaching, adult learning, or training facilitation-preferably in a credit union or financial services setting. Bachelor's degree in business, finance, education, or a related field, or equivalent combination of education, training, and directly relevant experience in lending and adult learning. Knowledge
In-depth understanding of either
mortgage lending
or
consumer/indirect lending
practices, workflows, and regulatory requirements. Well-developed expertise in adult learning methodologies and coaching techniques. Strong knowledge of applicable lending regulations: For Mortgage:
TRID, RESPA, ECOA, investor guidelines (FNMA), and mortgage loan products. For Consumer/Indirect:
ECOA, TILA, FCRA, internal policies, indirect dealer compliance, and loan products such as auto, personal, credit cards, and lines of credit. Proficient in using lending technology platforms: Mortgage:
Encompass, Blend, MortgageBot, Mortgage Servicer Consumer/Indirect:
Blend, MeridianLink, CUDL, Keystone Proficiency in Microsoft Office and learning management systems; adaptability with new platforms and technologies. Skills/Abilities
Able to motivate, coach, and develop others to improve performance and support continuous learning. Strong written, verbal, and presentation skills; ability to communicate technical or regulatory content in a clear, engaging manner. Ability to assess training needs, develop effective content, and measure knowledge retention and application. Skilled in analyzing pipeline and performance data to inform targeted coaching and training strategies. Capable of fostering collaboration across business units and influencing behavior change. Strong organizational and project management skills. Physical Requirements/Work Environmen t
Primarily sedentary work with occasional standing, walking, and light lifting (up to 15 lbs). Frequent use of hands and fingers to operate a computer keyboard, mouse, telephone, and other standard office equipment. Ability to sit for extended periods while facilitating virtual training sessions, developing materials, or participating in meetings. Occasional travel to branch locations or external training sites may be required, depending on training needs and business priorities. Clear and professional verbal communication required for presentations, coaching sessions, and virtual facilitation. Visual acuity necessary for reading documents, developing training materials, and working at a computer screen for extended durations.
Salary Description
$70,747.20-$88,434.00 (Depending on Experience)
Full-time
Description
Job Scope:
A high-performing, strategic, and passionate Learning & Development Specialist / Sales Coach who leads comprehensive training and coaching efforts across the entire lending lifecycle-from prospecting and origination through underwriting, processing, closing, funding, and servicing. This role plays a critical part in developing top-tier lending professionals, driving elevated performance, and ensuring a best-in-class member experience at every touchpoint.
Depending on the focus, this role requires well-developed expertise in
mortgage and/or consumer/indirect lending , a strong foundation in adult learning and coaching, and a proven ability to energize teams through engaging, actionable training programs. This position is key to supporting Sunward's growth, member service excellence, and compliance objectives.
Essential Functions
Design, deliver, and continuously improve training programs for lending teams. Depending on the focus, this may include
Mortgage (originators, processors, underwriters, closers, and servicing)
or
Consumer/Indirect Lending (originators, underwriters, indirect processors, closers, and servicing) . Develop role-specific and cross-functional training paths tailored to experience levels and learning styles. Lead new hire onboarding and ensure full readiness across systems, policies, and service expectations. Ensure all job aids, policies, and procedures are accurate, updated, and accessible across all platforms and learning channels. Create comprehensive training materials-including job aids, presentations, guides, and e-learning modules. Develop assessments to measure knowledge retention, skill application, and regulatory understanding. Continuously evaluate learner comprehension and adapt training approaches to support individual and team development. Partner with compliance to ensure all regulatory and policy updates are reflected in training content. Provide 1:1 and group coaching to lending professionals. Depending on the focus, this may include
Mortgage Loan Officers
or
Consumer Loan Officers , with a focus on prospecting, relationship-building, lead conversion, and cross-selling. Monitor pipeline activity, conversion ratios, and pull-through to identify coaching opportunities. Conduct "game film" reviews (loan reviews, pipeline walk-throughs) to reinforce skills and decision-making strategies. Equip teams with tools, scripting, and strategies to grow wallet share and deepen member relationships. Provide EMPOWER training (new and ongoing) to all team members where applicable. Act as a liaison between lending operations, retail branches, and digital teams to ensure alignment and smooth handoffs. Identify training gaps and performance trends through data, feedback, and quality control insights. Support new product rollouts, system upgrades (e.g., LOS/POS), and workflow enhancements through targeted training. Instill a member-first mindset throughout all training initiatives. Reinforce adherence to underwriting guidelines, Fair Lending practices, and servicing requirements. Maintain documentation, assessments, and tracking systems to support audit-readiness and regulatory compliance. Requirements
Qualifications:
Experience and Education
Minimum of 5 years' experience in
mortgage
or
consumer/indirect lending , with hands-on knowledge of origination, underwriting, and closing required. Proven experience in sales coaching, adult learning, or training facilitation-preferably in a credit union or financial services setting. Bachelor's degree in business, finance, education, or a related field, or equivalent combination of education, training, and directly relevant experience in lending and adult learning. Knowledge
In-depth understanding of either
mortgage lending
or
consumer/indirect lending
practices, workflows, and regulatory requirements. Well-developed expertise in adult learning methodologies and coaching techniques. Strong knowledge of applicable lending regulations: For Mortgage:
TRID, RESPA, ECOA, investor guidelines (FNMA), and mortgage loan products. For Consumer/Indirect:
ECOA, TILA, FCRA, internal policies, indirect dealer compliance, and loan products such as auto, personal, credit cards, and lines of credit. Proficient in using lending technology platforms: Mortgage:
Encompass, Blend, MortgageBot, Mortgage Servicer Consumer/Indirect:
Blend, MeridianLink, CUDL, Keystone Proficiency in Microsoft Office and learning management systems; adaptability with new platforms and technologies. Skills/Abilities
Able to motivate, coach, and develop others to improve performance and support continuous learning. Strong written, verbal, and presentation skills; ability to communicate technical or regulatory content in a clear, engaging manner. Ability to assess training needs, develop effective content, and measure knowledge retention and application. Skilled in analyzing pipeline and performance data to inform targeted coaching and training strategies. Capable of fostering collaboration across business units and influencing behavior change. Strong organizational and project management skills. Physical Requirements/Work Environmen t
Primarily sedentary work with occasional standing, walking, and light lifting (up to 15 lbs). Frequent use of hands and fingers to operate a computer keyboard, mouse, telephone, and other standard office equipment. Ability to sit for extended periods while facilitating virtual training sessions, developing materials, or participating in meetings. Occasional travel to branch locations or external training sites may be required, depending on training needs and business priorities. Clear and professional verbal communication required for presentations, coaching sessions, and virtual facilitation. Visual acuity necessary for reading documents, developing training materials, and working at a computer screen for extended durations.
Salary Description
$70,747.20-$88,434.00 (Depending on Experience)