Retail Operations Junior Trainer

Retail Operations Junior Trainer

We are seeking a Junior Trainer – Field Support Specialist to join our Operations & Training team. This role is based out of Plano, TX and requires frequent travel to support multiple field locations.

The ideal candidate will have a strong operational background and a passion for helping others succeed. This position focuses on delivering hands-on training, supporting daily workflows, and ensuring consistent execution of company processes across locations.

Field Training & Support

• Deliver on-site training to operations and administrative teams
• Provide virtual training sessions and follow-up support
• Reinforce standard procedures and daily workflows in real-time

Contracts & Documentation Support

• Train field teams on accurate and complete contract preparation
• Reinforce proper handling of lender-related documentation and required forms
• Help ensure documentation is complete, consistent, and aligned with process requirements
• Identify and correct common documentation errors
• Explain how documentation impacts approvals, funding timelines, and overall deal flow

Operational Support

• Assist field teams with process-related questions and execution
• Support error resolution and reinforce proper procedures
• Provide hands-on guidance during day-to-day operations

Coverage & Responsiveness

• Provide support coverage for locations as needed
• Assist during high-demand periods or operational gaps

Performance & Feedback

• Identify trends in operational challenges and errors
• Provide feedback to improve training and processes
• Support continuous improvement across locations

What We're Looking For

• 2+ years' experience in operations, administrative support, or similar role
• Strong understanding of workflow processes and documentation accuracy
• Experience working with contracts or structured documentation preferred
• Ability to train, coach, and communicate effectively
• Comfortable working in a fast-paced, multi-location environment
• Ability to travel approximately 75% of the time
• Must be based in or willing to relocate to Plano, TX

Technical Requirements

• Proficiency in Microsoft Office (Excel, Word, Outlook)
• Comfortable using video conferencing tools (Teams, Zoom, etc.)
• Ability to learn and navigate operational and reporting systems
• Strong basic Excel skills (data entry, filtering, reviewing reports)
• Ability to manage email communication and scheduling independently
• Comfortable working on a laptop in both office and field environments

Preferred Qualifications

• Experience working in multi-location or field-based environments
• Prior experience training or onboarding team members
• Experience working with reporting systems or operational data
• Strong problem-solving and organizational skills

Work Environment

• Based out of Plano, TX corporate/training office
• Field-based role with frequent travel (~75%)
• Combination of in-person and virtual work
• Independent and team-based work environment

What Success Looks Like

• Accurate and complete contracts and documentation across locations
• Reduction in operational and documentation errors
• Improved efficiency in approvals and funding timelines
• Strong adoption of processes by field teams

Skills

Preferred

Listening Skills: Intermediate

Presentation Skills: Intermediate

Attention to Detail: Advanced

Communication Skills: Advanced

Behaviors

Preferred

Dedicated: Devoted to a task or purpose with loyalty or integrity

Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

Education

Preferred

Associates or better.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.