Training and Development Specialist

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
• WalkMe
• SharePoint
• Microsoft Office Suite
• Experience supporting technology transformation, system implementation, or change management initiatives.
• Financial services, commercial banking, or lending industry experience preferred.

Skills

Banking Services, Business Analysis, Business Skills, Change Management, Commercial Banking, Customer Acquisition, Financial Services, Help Desk, Interpersonal Skills, Multitasking, Needs Assessment, Operations Processes, Organizational Skills, Presentation/Verbal Skills, Project/Program Management, Software Administration, Technical Support, Time Management, Training Program, Training/Teaching, Writing Skills

About the Company

Wells Fargo & Co

We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.

Company Size

10,000 employees or more

Industry

Financial Services

Founded

1852