Job Description

Job Description

Job Description

The Corporate Trainer is responsible for improving the performance and productivity of employees through effective development, coordination and presentation of training and development programs throughout BSI Financial Services.

Essential Functions

• Partner with BSI management and employees to gain knowledge of training needs and to understand changes in policies, procedures, regulations, business initiatives and technologies which may impact day to day employee tasks and job performance expectations

• Create training content such as presentations, job aids, manuals, computer-based modules, etc., in support of employee training needs and determine effective training delivery methods such as classroom training, individual training, role play, online/CBT, micro learning, etc.

• Conduct live training sessions covering identified learning objectives and facilitate pre/post assessments to participants to measure progress and evaluate effectiveness of training (and report on progress, suggestions for improvements, etc.).

• Collaborate with other BSI teams such as Compliance, Risk, QA and SQC to understand trends and opportunities for continued knowledge refreshers and/or to help formulate suggestions on improving work procedures at BSI.

• As needed, develop targeted programs to improve overall employee performance and effectiveness.

• Manage training projects from scoping to rollout, ensuring deadlines, compliance expectations, and milestones are met.

• Serve as primary coordinator for cross-functional training initiatives, including new hire programs, process updates, system rollouts, etc.

• Track and report on learner outcomes, knowledge retention, QA improvements, and performance metrics.

• Other duties may be assigned to meet business needs.

Competencies/Skills

• Ability to read and interpret documents such as policies, procedures, and operations manuals

• Advanced PowerPoint skills (and/or tools with similar functionality) and overall proficient use/knowledge of Microsoft suite of applications.

• Ability to speak effectively in interpersonal situations and before groups of employees.

• Ability to function independently in a multi-task environment, as well as part of a team.

• Strong communication and presentation skills, and comfortable interacting with all levels of management and employees.

• Strong planning and organizational skills.

• Understanding of adult learning principles

• Familiarity with Learning Management Systems (LMS) and digital training tools.

• Business acumen to align training with strategic objectives

• Strong work ethic and bias for action.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The ability to sit for long periods of time is essential.

Position Type and Expected Hours of Work

This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m.

Education and Experience

• Previous training or classroom experience or related training experience, or equivalent combination of education and experience.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

What’s in it for you?

• Competitive compensation and full benefits package include medical, dental, and vision.

• 100% company-paid life insurance and disability coverage!

• 401K with company matching!

• 17 days PTO (increases with tenure) and 9 company paid holidays!

• Professional but fun, casual work environment and great team culture!

About BSI Financial

Founded in 1986, we provide financial services that support our vision of enabling sustainable home ownership by practicing core values that embody doing what is right; emphasizing problem solving; delivering on expectations and winning with humility. Our clients include lenders and investors who make home financing possible.

BSI Financial was ranked multiple times in the SMU Dallas 100 list of the fastest growing
companies in North Texas and was twice named to the Inc. 5000 list of the fastest growing U.S. companies.

EEO Statement

We are an equal employment opportunity employer. All qualified applicants will be considered for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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