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Training Specialist (Loan iQ

Job in Charlotte, Mecklenburg County, North Carolina, 28201, USA
Listing for: Wells Fargo
Full Time position
Listed on 2026-08-05
Job specializations:
  • Education / Teaching
    Learning & Development Specialist, Training Instructor / Specialist, IT/Computer Science Instructor, Adult & Continuing Education
Job Description & How to Apply Below
Position: Training Specialist (Loan iQ)
Title:

Training & Change Readiness Specialist (Loan IQ)

Location:

550 S Tryon St Charlotte, NC

Duration: 12 months

Work Engagement: W-2

Work Schedule:

3 days in office/2 days remote

Benefits on offer for this contract position:
Health Insurance, Life insurance, 401K and Voluntary Benefits

Summary:

We are seeking an experienced Training & Change Readiness Specialist to support large-scale software implementations, enhancements, conversions, and process changes impacting front-office and middle-office teams. This role is responsible for assessing learning needs, developing role-based training programs, creating training materials, and delivering engaging learning experiences that drive user adoption and readiness.

The ideal candidate is a self-directed training professional with experience supporting end-user learning for technology transformations.

Experience with Loan IQ is highly desirable, and financial services or commercial banking experience is preferred.

Responsibilities:

* Design, develop, and facilitate complex training programs for diverse stakeholder groups with varying learning needs.

* Assess training needs for impacted business teams and translate identified learning gaps into practical training strategies and support resources.

* Create, maintain, and update role-based learning materials, including:

* Facilitator guides

* User guides

* System walkthroughs

* Job aids

* Reference materials

* Deliver instructor-led and virtual training sessions supporting software implementations, enhancements, conversions, releases, and associated process changes.

* Utilize sandbox and training environments to provide hands-on demonstrations, simulations, and practice opportunities that build learner confidence and proficiency.

* Quickly learn new applications, processes, and system updates and incorporate changes into training content and delivery plans.

* Develop learner readiness and adoption strategies to ensure successful transition to new systems and processes.

* Partner closely with subject matter experts (SMEs), delivery leads, product partners, procedure teams, and business stakeholders to identify training requirements and prepare impacted users.

* Support front-office and middle-office teams through organizational and technology changes.

* Manage multiple projects and priorities simultaneously while meeting established timelines and deliverables.

* Gather feedback and continuously improve training materials and delivery approaches.

Qualifications:

* Applicants must be authorized to work for ANY employer in the U.S. This position is not eligible for visa sponsorship.

* Experience developing and facilitating complex training programs for enterprise-wide system and process changes.

* Proven experience supporting end-user learning, adoption, and readiness initiatives.

* Strong ability to assess business training needs and develop targeted learning solutions.

* Experience creating comprehensive training documentation and learning resources.

* Demonstrated success delivering training related to technical software implementations and operational process changes.

* Ability to work independently with minimal supervision while proactively seeking clarification when needed.

* Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.

* Excellent verbal, written, facilitation, interpersonal, and critical-thinking skills.

* Loan IQ experience strongly preferred.

* Experience using:

* Jira

* Confluence

* Articulate

* Walk Me

* Share Point

* Microsoft Office Suite

* Experience supporting technology transformation, system implementation, or change management initiatives.

* Financial services, commercial banking, or lending industry experience preferred.
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