Description
• Review, evaluate, and enhance the existing Business Development Representative training program, curriculum, and training materials.
• Develop and implement comprehensive onboarding and ongoing training programs for Business Development Representatives.
• Manage, maintain, and continuously improve the company's Electronic Learning System (ELS), including training content, courses, assessments, and learning paths.
• Identify knowledge and performance gaps through employee feedback, performance data, assessments, and collaboration with Business Development leadership.
• Design engaging instructor-led, virtual, and electronic learning programs that support product knowledge, sales skills, systems training, compliance, and professional development.
• Develop and enhance training materials, presentations, guides, assessments, exercises, job aids, and other learning resources.
• Partner with Business Development leadership to ensure training programs effectively prepare representatives to engage mortgage brokers, promote Champions Funding's Non-QM products, and generate quality loan submission opportunities.
• Establish structured training programs for new hires and ongoing development initiatives for existing Business Development Representatives.
• Evaluate training effectiveness through assessments, performance metrics, feedback, and business results, making adjustments as needed to improve outcomes.
• Train and coach Business Development Representatives on product knowledge, sales processes, communication techniques, objection handling, prospecting, and broker engagement.
• Collaborate with subject matter experts and department leaders to ensure training content remains accurate, current, and aligned with company policies, procedures, products, and systems.
• Develop standardized training documentation and processes to ensure consistency across Business Development Representative training classes and locations.
• Maintain and update training content as products, systems, processes, policies, and business objectives evolve.
• Establish learning objectives, training standards, and measurable performance expectations for Business Development Representative development.
• Monitor new hire progression and identify opportunities for additional coaching, reinforcement, and targeted development.
• Support leadership with recommendations for career development, continuing education, and employee performance improvement initiatives.
• Stay current with emerging learning technologies, instructional design methodologies, adult learning principles, and sales training best practices.
• Maintain thorough documentation of training programs, course materials, learning objectives, assessments, and program outcomes.
• Support additional learning and development initiatives across the organization as needed.
Requirements
• Bachelor's degree or relevant experience required
• 5+ years of combined experience in learning and development, wholesale mortgage lending, corporate training, sales training, instructional design, or a related field.
• Demonstrated experience developing, delivering, and managing employee training programs, preferably within a sales or business development environment.
• Experience designing, enhancing, and maintaining electronic learning programs and Learning Management Systems or Electronic Learning Systems.
• Experience reviewing an existing training curriculum and identifying opportunities to improve, expand, and modernize the program.
• Strong understanding of adult learning principles, instructional design methodologies, and effective training practices.
• Demonstrated ability to develop engaging training materials, presentations, assessments, exercises, and electronic learning content.
• Experience training sales or business development teams on prospecting, communication, objection handling, sales processes, and performance expectations preferred.
• Mortgage lending, financial services, wholesale lending, or Non-QM mortgage experience strongly preferred.
• Strong understanding of training measurement, performance metrics, knowledge assessments, and continuous improvement methodologies.
• Excellent presentation, facilitation, coaching, and communication skills with the ability to effectively engage employees at varying levels of experience.
• Strong organizational and project management skills with the ability to manage multiple training initiatives, deadlines, and priorities.
• Proficiency with Microsoft Office and experience working with electronic learning, Learning Management Systems, or other training technologies.
• Ability to work collaboratively with executive leadership, Business Development leadership, Talent Acquisition, and cross-functional teams.
• Ability to evaluate business needs and translate them into practical, measurable, and scalable training solutions.
• Strong leadership skills with the ability to motivate, coach, develop, and hold training participants accountable to established performance standards.
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