Loan Education Specialist

Job Description

Job Description

About BTC Bank

BTC Bank is a community bank founded on the traditional values of personal customer service. Our continued tradition of serving our friends and neighbors with courteous, professional banking services maintains its standard of excellence today. We strongly support our local communities. We are proud of the roots of our past and prepared for the growth in our future.

Work Location: This position can be based at our Bethany, Cameron, Sedalia, Tipton or Chillicothe, MO locations.

Reports To: Education Manager

Job Purpose: Design, develop, and conduct training programs to meet the ongoing needs of loan operations.

Duties and Responsibilities

• Conducts need assessments and analyzes the training needs of Loan Processors, Loan Servicing Representatives, and Loan Administrative Specialists.
• Creates design documents, course content, lesson plans, audio/visual aids, test criteria, handouts, learning aids, and evaluation/measurement tools for loan operations training programs.
• Creates and maintains current training materials (participant guides, handouts, FAQs, job aids, etc.).
• Documents change for review during internal and external audits.
• Ensures training is compliant with Bank policies and regulatory requirements.
• Implements and conduct group training sessions in loan processing, loan servicing, documentation standards, and administrative loan functions.
• Choosing appropriate training methods depending upon the situation (simulations, mentoring, on‑the‑job training, classroom training, computer‑based training, etc.).
• Reviews and enhances existing training materials to improve engagement, learning, and retention to meet the changing needs of the organization.
• Evaluates the effectiveness of training programs by analyzing learner feedback and ensures content meets business and operational needs.
• Evaluates learner skills and on‑the‑job behaviors (pre‑ and post‑training intervention) and makes recommendations.
• Provides direct feedback to team members to aid in the refinement of existing skills and the development of new skills.
• Work closely with the Loan Support and Training Officer to ensure all training is covered.
• Some travel will be required.
• Performs other duties as assigned.

Qualifications

• High school diploma or equivalent required.
• Three to five years of experience in loan processing, loan servicing, loan administration, or related loan operations roles.
• Training, mentoring, or coaching experience preferred.
• Strong knowledge of loan documentation, servicing processes, and administrative loan functions.
• Strong written and verbal communication skills.
• Ability to organize and present training materials clearly and effectively.
• Proficient in Microsoft Office and loan systems.
• Ability to handle confidential information with professionalism and discretion.

Physical Requirements:

• This position requires manual dexterity, the ability to lift files and open filing cabinets. This position requires bending, stooping or standing as necessary.
• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards.
• Must be able to communicate clearly and effectively.

To learn more about BTC Bank visit

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