Product Training Specialist

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Product Training Specialist based in United States.

This role is responsible for helping employees and customers build confidence and expertise with a technology platform designed to transform mortgage lending <operations.You> will play a key role in driving product adoption throughout customer implementations by creating engaging, practical, and role-specific learning experiences.The position combines instructional design, technical product training, customer enablement, and program <coordination.You> will work closely with Product and Implementation teams to translate complex functionality into clear and accessible learning content.Your work will span e-learning, videos, webinars, group sessions, one-on-one coaching, and internal training <programs.You> will also use learner feedback and performance data to continuously improve training effectiveness and engagement.This is an opportunity to influence how customers adopt new technology while contributing to greater efficiency and compliance within the mortgage industry.

Accountabilities

Design, create, and maintain product training plans tailored to different roles and user groups within customer organizations, ensuring each audience receives the appropriate level of product knowledge.

Partner closely with Product teams to translate product features and functionality into accurate, engaging, and current learning materials across e-learning modules, videos, webinars, and live training.

Develop internal training resources that support employee onboarding and ongoing product knowledge.

Apply adult learning principles and emerging instructional techniques to improve learner engagement, knowledge retention, and training effectiveness.

Leverage AI-powered tools and technologies to accelerate content development, improve training efficiency, and enhance the overall learner experience.

Collaborate with Implementation teams to understand project plans, identify training requirements, and recommend personalized learning approaches for customers.

Develop and manage customer training programs, including training plans, schedules, participant coordination, and delivery logistics.

Lead group training sessions, one-on-one coaching, webinars, and other learning experiences tailored to customer roles and internal audiences.

Evaluate training effectiveness through surveys, quizzes, performance metrics, and learner feedback, using the results to continuously refine content and delivery.

Build strong relationships with customers and internal stakeholders, serving as a trusted partner and change agent throughout the product implementation and adoption journey.

Manage multiple training initiatives simultaneously while maintaining quality, meeting deadlines, and adapting to changing customer and business priorities.

Requirements

5+ years of experience delivering technical product training or similar technology-focused learning programs.

At least 3 years of experience in the mortgage industry, with a strong understanding of the loan origination process.

Demonstrated ability to break down complex technical concepts and processes into clear, practical, and easy-to-understand instructions.

Experience developing training content and delivering learning programs through multiple formats, including live sessions, webinars, digital learning, and one-on-one coaching.

Strong conceptual, analytical, and problem-solving abilities, with a practical approach to identifying learner and customer needs.

Excellent written, verbal, presentation, and interpersonal communication skills.

Strong relationship-building skills and the ability to collaborate effectively with customers, Product teams, Implementation teams, and stakeholders at different organizational levels.

Proven ability to work independently while contributing effectively within a collaborative, team-oriented environment.

Strong time management and organizational skills, with the ability to manage multiple projects, competing priorities, and tight deadlines.

Comfortable working under pressure and adapting training plans as customer or implementation requirements evolve.

Proficiency with Microsoft Office and related productivity tools.

Experience using AI-enabled tools to support content creation, learning design, or training efficiency is an advantage.

Bachelor’s degree or equivalent professional experience.

Benefits

• Competitive benefits package.
• Responsible paid time off (PTO) designed to support flexibility and work-life balance.
• Opportunity to contribute to the transformation of the mortgage lending industry through technology and process innovation.
• Collaborative and supportive team environment.
• Opportunity to work directly with customers and influence successful technology adoption.
• Remote work opportunity for candidates based in the United States, with Dallas, Texas preferred.
• Opportunity to develop expertise across product training, instructional design, customer enablement, and mortgage technology.