What are the responsibilities and job description for the Loan Trainer position at Pinnacle Bank?
GENERAL SUMMARY:
Responsible for training both new and existing employees in loan-related duties. This role encompasses instruction on the core system and all other loan platforms, company policies and procedures, and compliance measures to mitigate risk.
The position involves developing curriculum and training programs, as well as creating and revising loan procedures and updating loan resources. It fosters a positive learning environment by clearly conveying objectives, motivating trainees, and evaluating their learning outcomes. This role may also require traveling to branches to provide training support as needed.
The position involves developing curriculum and training programs, as well as creating and revising loan procedures and updating loan resources. It fosters a positive learning environment by clearly conveying objectives, motivating trainees, and evaluating their learning outcomes. This role may also require traveling to branches to provide training support as needed.
RESPONSIBILITIES AND DUTIES:
- Performs and schedules virtual, classroom, and on the job training as requested by management.
- Delivers initial training for new hires in areas of software applications, policies, procedures, sales, and customer service related to their position.
- Develops and oversee the production and updates of procedures, instructional materials, and manuals.
- Evaluates new employee performance with department managers and identifies additional training needs.
- Periodically evaluates training programs to ensure they reflect any changes.
- Improves and implements training tools and processes to ensure success of new staff.
- Promotes and assist with training related to other loan areas such as compliance, consumer lending, loan processing center, loan review, and others as needed.
- Provides input for proposed changes that affect loan staff regarding systems, policies, and procedures.
- Interfaces with all levels of management as well as outside vendors to ensure organizational goals are attained related to the department and proper training is provided.
- Provides product knowledge, sales, skills and service training, as requested by management.
- Provides New Employee Orientation as necessary.
- Provides support to all branch personnel and utilizes resources available including escalation to ensure protection of the bank.
- Performs other duties as assigned by management.
- Regular and reliable attendance.
KNOWLEDGE, SKILLS, AND ABILITIES:
- Knowledge of loan systems, policies, and procedures.
- Knowledge of traditional and modern training methods, tools, and techniques.
- Knowledge in MS Office.
- Skills with training in a corporate setting.
- Skills in organization and sound decision making.
- Ability to present information to a variety of audiences.
- Ability to develop new techniques or procedures for performing various tasks.
EDUCATION AND EXPERIENCE:
- High school graduate or equivalent.
- Previous banking experience or equivalent work experience.
- Three or more years of loan experience preferred.
PHYSICAL REQUIREMENTS:
Seeing: 75-100%
Must be able to read reports, see computer screens
Hearing: 75-100%
Seeing: 75-100%
Must be able to read reports, see computer screens
Hearing: 75-100%
Must be able to communicate with co-workers and use the telephone
Standing/Walking: 0-24%
Climbing/Stooping/Keeling: 0-24%
Lifting/Pulling/Pushing: 0-24%
Fingering/Grasping/Feeling: 75-100%
Must be able to operate a computer, write
PHYSICAL DIMENSIONS:
Light Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry or otherwise move objects. Job involves sitting most of the time and walking and standing some of the time.
NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified.
About Pinnacle Bank/Bank of Colorado
We take pride in our heritage as a family-owned, community bank. Our commitment to our customers and community is at the forefront of how we do business.
We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.
As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.
At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.
We also offer personal banking services, including accounts, mortgages, personal loans and technology products.
We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other benefits include:
We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.
As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.
At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.
We also offer personal banking services, including accounts, mortgages, personal loans and technology products.
We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other benefits include:
- 8 paid holidays*
- 17 PTO days each year for the first five years of employment.*
- After five years, 22 PTO days each year.*
- After ten years, 27 PTO days each year.*
- Employees must also complete the 90-day introductory period prior to accruing PTO.*
- New employees will receive 16 hours of paid sick time upon their hire date.*
- Health, dental, prescription drug card, vision, and voluntary life insurance plans
- Health Savings Account with employer contributions
- Flexible medical and dependent care spending plans
- Parental Leave after one year of full-time employment
- 401K plan after 3 months and start of next quarter with employer contributions and profit sharing
- Free checking account and basic printed checks
- Free safe deposit box
- $15,000 group term life insurance
- Long term disability insurance
- Employee Assistance Program
- Educational Assistance
*Paid holidays and paid time off benefits are not applicable for employees that are fully commissioned.
We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at personnel@pinnbank.com or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the [EEO KNOW YOUR RIGHTS] and [PAY TRANSPARENCY STATEMENT].
We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at personnel@pinnbank.com or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the [EEO KNOW YOUR RIGHTS] and [PAY TRANSPARENCY STATEMENT].
Salary : $15,000
