Mortgage Training Consultant I or II

US-MI-Grand Rapids
# of Openings
Full Time


Lake Michigan Credit Union established in 1933 is one of the largest financial institutions in Michigan and one of the largest credit unions in the nation! For several years running, LMCU has earned inclusion as one of the 101 Best and Brightest Companies to Work For in West Michigan, Metropolitan Detroit and nationally!


This award is based on key metrics like communication, work-life balance, employee education, diversity, recognition, retention and many others. This award recognizes our efforts to build a strong, sustainable business presence without sacrificing employee benefits, growth or wellbeing.


As an employee, you'll enjoy a stimulating, professional atmosphere, supported by the latest technology, training and development. You will be encouraged to refine your existing skills in an environment of empowerment, gain new experiences, and progress to the limits of your own motivation. Our comprehensive benefit package for full-time employees includes health, dental, vision and life insurance, tuition assistance, 401(k) and pension plan options for retirement savings, paid volunteer time and paid time off that allows you to balance work and home life


Position Overview:

This is a specialized skill development position where the goal is to help improve the performance of the mortgage employees. The performance areas range from “soft skills” or “people skills” to “hard skills” relating to specific technical tasks.


  • Conferring as instructed with management and employees to gain knowledge of work situations requiring training and to better understand changes in policies, procedures, regulations, business initiatives and technologies. Conducting specific training needs assessments to support the design, development and delivery of mortgage training programs and strategies. Partnering with others to outline deliverables, expectations and risks, of specific training needs for staff.
  • Contributing to the design, delivery and continuous improvement of the mortgage training program. Supporting ongoing learning opportunities across the organization as required by the organization’s needs. Developing teaching aids such as training handbooks, demonstration models, multimedia visual aids, computer tutorials and reference materials.
  • Delivering training sessions that motivate and engage attendees covering specified areas such as new hire training, refresher training, interpersonal skills and compliance. (Minimal overnight travel required.) Using assessments and feedback to measure progress and to evaluate effectiveness of training. Assisting in monitoring and measuring the effectiveness of all training programs.
  • Collaborating on formulation of curriculum and assessments. Determine instructional methods such as individual training, group instruction, online courses and video presentations. Providing innovative, practical, and dynamic training solutions that save time, increase productivity or compliance, and improve the way in which people accomplish tasks. Using a variety of the training methodologies, techniques, concepts, learning tools, and practices to ensure maximum effectiveness of training programs.
  • Attending train-the-trainer classes and other team activities, as well as study/prepare independently to learn training content.
  • Assisting employees with problems concerning “how to" perform specific tasks related to their position. Making suggestions on improving work procedures when appropriate.


Preferred education and experience:

  • Three to five years of adult learning facilitation and content creation is required coupled with a college degree. 
  • Excellent training and presentation skills.
  • Excellent public speaking and large group facilitation skills. 
  • Experience with Microsoft PowerPoint and Camtasia. 
  • Experience within the mortgage industry is preferred. 


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