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Training Specialist (Loan iQ
Job in
Charlotte, Mecklenburg County, North Carolina, 28201, USA
Listed on 2026-08-05
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
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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