Accounting & Finance

Residential Lending Trainer Contract

Our client, a well-respected bank, is hiring a Residential Lending Trainer to join their team in Hales Corners, WI. 


  • Under limited supervision, deliver job-specific training to new and existing residential lending colleagues, management, and vendors
  • Responsible for the facilitation or training related to systems, products, validation, collections, sales, soft skills, servicing & origination functionality, and regulatory & investor requirements
  • Provide support to management in skill set evaluation, accountability, and quality assurance, such as: quality monitoring, coaching, calibration, complaint handling, survey feedback, and e-learning administration
  • Act as a representative of the business segment and a member of management with responsibility in developing high performing colleagues and ensuring they are engaged
  • Train new and existing residential lending colleagues to perform as highly skilled team members in accordance to the brand and to learn all systems applicable to their job functionality
  • Monitor trainee performance and coach to reach established performance and knowledge benchmarks prior to release from training
  • Proactively identify training needs and develop training topics, quizzes and best practices
  • Analyze effectiveness of training by creating tests and exercises to measure comprehension and proficiency, utilizing computer-based testing when applicable
  • Develop and maintain a comprehensive database of all tests and results, including skill-set tracking and required annual online training


  • Bachelor's Degree or equivalent combination of education & experience
  • Two to four years of banking, servicing, financial, or sales experience training
  • Regulatory or supervisory experience

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Job Overview

  • City: Milwaukee
  • State: Wisconsin
  • Area: Accounting & Finance
  • Experience: Entry Level
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Recruiter Profile

Andrew Herman
Senior Associate

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