Mortgage Learning Partner

PenFed Credit Union - San Antonio, TX

Hiring: Mortgage Learning Partner Company: PenFed Credit Union Location: San Antonio, TX Job Posted Time: 2026-09-10 13:32:14 Employment Type: Hybrid Target Skills & Keywords : Microsoft Excel, Microsoft PowerPoint About the job Required Skills: •Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties, and the position will perform other duties as assigned. •Facilitate effective learning sessions on topics such as systems training, PenFed products and services, policies and procedures, and soft skills, with a main emphasis on the assigned subject area. •Proficiency in both in-person and virtual facilitation best practices and standards to effectively engage diverse audiences. •Support design and enhancement of content for training programs by closely partnering with stakeholders and subject matter experts. •Maintain an in-depth knowledge of operating policies and procedures, and PenFed's products and services. •Maintain training data and records for assigned classes. •Manage multiple learning initiatives simultaneously. •Identify success metrics and conduct pre- and post- training evaluations to test and monitor progress. Qualifications: •Equivalent combination of education and experience is considered. •Bachelor's degree in related fields (Business Administration, Human Resources) or a combination of education and experience that provides the necessary skills and knowledge to satisfactorily perform the essential job functions. •Minimum three (3) years related work experience in learning required. •Minimum five (5) years of experience within Mortgage industry and strong customer service background required. •Strong knowledge of adult learning principles and experience applying them in both virtual and in-person sessions. •Excellent communication and presentation skills. •Functional knowledge or MS Teams or equivalent virtual delivery tools are required. •Knowledge of Windows-based software packages including MS-Word, Excel, Outlook and PowerPoint are required. •This position will not supervise employees. •There Are No Additional Certifications Required. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!