Truist
Learning Facilitator - Mortgage Lending
Charlotte, NC
Jul 3, 2025
Full-time
Full Job Description

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Facilitate highly interactive adult learning experiences with an emphasis on behavioral integration and on-the-job application. Incorporate a variety of instructional techniques or formats, such as role-playing, simulations, team exercises, group discussions, videos, or lectures. Apply internal/industry knowledge of LOB expertise to facilitate exceptional learning experiences that deliver on Truist's purpose and align with strategic organizational outcomes.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Effectively deliver exceptional blended learning experiences using a variety of instructional delivery methods incorporating adult learning principles and theories.
2. Maintain in-depth knowledge of the supported line of business and is viewed as a content subject matter expert.
3. Provide consultative input on projects that involve key stakeholders.
4. Effectively communicates using storytelling and questioning techniques to adapt the learning experience for practical day to day application and aid in learning retention.
5. Foster an environment conducive to learning that is engaging, inspiring, and safe, supporting inclusion and diversity.
6. Provide feedback and make recommendations for improvement and enhancements to training curriculum and programs.
7. Observes and provides feedback to less seasoned facilitators and makes recommendations to improve facilitation skills

QUALIFICATIONS
Required Qualifications:

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.
1. Bachelor's degree in Business, HR, Adult learning, or related field or equivalent education and experience.
2. Relevant Line of Business experience required*
3. Engaging, high energy hands-on professional with exceptional written and verbal communication skills.
4. Possesses knowledge of adult learning theories and experiences with a variety of modern learning modalities (instructor-led, case studies, scenarios, simulations, mobile, micro-learning, social, coaching, mentoring, etc.).
5. Strong skills translating learning theories into facilitation delivery that create practice, skill acquisition/building, and create the appropriate climate for performance and behavioral change.
6. Passion for training delivery and experience of delivering training, presenting, and facilitating content.
7. Strong, professional executive presence, and business acumen.
8. Execute superior technical skills, including proficiency in Microsoft Office, Adobe Connect, WebEx.
9. Ability to influence and be a leader for organizational change.
10. Self-starter with the ability to multi-task, work independently and collaboratively, and possess problem-solving skills

11. Must have Mortgage Lending experience.


*LOB Experience Required:
Must have Mortgage Lending experience. Retail/Premier/Wealth: At least 5-7 years mortgage or retail/wealth lending/credit experience.

Leadership:
- 5 to 7 years of experience in adult facilitation delivering to multiple levels of leadership such as supervisors, managers, directors, etc.
- 5 to 7 years of leadership and management experience with an emphasis on role-modeling, facilitating, and coaching.


Preferred Qualifications:
1. Professional Learning Delivery certifications (or the equivalent)
2. Previous financial services training experience

3. Leadership: Certifications for Myers-Briggs Type Indicator (MBTI), Tracom, Situational Leadership, or other human development-related coaching models

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

PDN-9f4c8ef7-f5bb-4bc5-a648-5aa3527fb1b6
Job Information
Job Category:
Human Resources
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Learning Facilitator - Mortgage Lending
Truist
Charlotte, NC
Jul 3, 2025
Full-time
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