Lending Strategy Learning and Growth Officer

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The Position

Job Title

Lending Strategy Learning and Growth Officer

Job Description

The Lending Strategy Learning and Growth Officer plays a key role in equipping team members across lending functions with the knowledge, tools, and support needed to thrive in a changing environment. This role designs and delivers high-impact training, supports end users through change, and communicates clearly and effectively during rollouts of new systems, processes, and lending initiatives.

Acting as a bridge between the Learning & Growth team and the lending lines of business, this individual collaborates closely with Lending Leaders, LOB Trainers, and SMEs to ensure learning experiences are practical, engaging, and aligned with lending goals. They are instrumental in helping employees adapt to change, adopt new technology, and build confidence in updated lending practices.

Provides general support for lending-focused development programs and internal initiatives as needed.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

• Deliver foundational learning experiences-including new hire onboarding for lending employees as well as core lending training-that build confidence and consistency across roles.
• Design and deliver learning experiences to support lending-specific initiatives (e.g., system enhancements, policy changes, new product rollouts, ongoing foundational training, policy and procedures).
• Provide hands-on end-user support during system and process transitions-offering job aids, coaching, and responsive troubleshooting.
• Develop and execute clear, audience-specific training plans to support change across lending teams.
• Translate technical and procedural updates into easy-to-understand training materials and job aids for end users.
• Collaborate with subject matter experts and LOB Trainers to ensure training aligns with current lending practices.
• Facilitate feedback loops and pulse checks with frontline team members to assess training effectiveness and support needs.
• Help lending leaders cascade key messages and reinforce change by providing talking points, toolkits, and training reinforcement strategies.
• Support continuous improvement of the general earning paths specific to lending roles (e.g., Credit Analyst, Mortgage Loan Officer, Community Bank Lender).

ADDITIONAL DUTIES AND RESPONSIBILITIES

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Required Education and Work Experience

Physical Working Conditions

This is somewhat sedentary work that requires the following physical activities :

NOTE : This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization

All Locations :

Plano-Parkwood, Sherman-Taylor Street

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.