Operational Training Manager

Job TitleSectorLocationSalaryDate Added
Operational Training ManagerFinance/InsuranceStaines-upon-Thames45k per annum22/09/2017

Job Title: Training Manager

Location: Surrey

Salary – £45k per annum


Role Purpose:


To own the design, delivery and assessment of all training and communications within the new lending team.  This includes full training lifecycle from induction to continued competency, working closely with the relevant Head of Department, Managers and L&D Manager. This role will ensure the new and continued technical and professional development of colleagues to meet the aspirations of the business.  The role includes managing communication of all changes to product, policy and procedures. Although the role will predominantly focus on training and communications, the individual will need to hold a mandate and ensure they stay up to date with current lending policy.


Major Activities:

  • Manage the New Lending Training Academy for all New Lending Staff including assessments and feedback from onboarding through to continued competence and mandate approvals
  • Develop Academy Underwriters through one to one coaching, four eye checking and feedback
  • Monitor productivity as appropriate for Academy Underwriters to balance suitable developing levels with business needs
  • Work with Product and Proposition, Credit Risk and Compliance to ensure any proposed changes or update communications are proactively managed for the New lending team
  • Design and deliver communication of changes impacting New Lending such as to policy, products and procedure, including record keeping
  • Design appropriate evaluation metrics to assess transfer of learning and return on investment
  • Responsibility to ensure T&C folders are maintained by managers and any on-going training is effectively documented to evidence competence
  • Review and update training material to ensure it continually meets changing business needs and policy
  • Design and deliver a range of innovative learning and assessment solutions to develop knowledge, competence, skills, behaviours and regulatory requirements
  • Support the individual growth of employees by ensuring appropriate coaching, mentoring and support opportunities are available to learn from existing expertise across the organisation
  • Supports business projects impacting New lending as appropriate
  • Promote the values of the business and facilitate others to follow best practice


Skills and experience required (or desired)

  • Must have a proven track record of working within an Operations L&D and/or Mortgage Underwriting function
  • Able to clearly communicate or present information and check understanding
  • Current or recent past Mandate holder for Mortgage Lending (desired)
  • Experience of working within a regulated business and preferably Financial Services
  • Experience of design, delivery and evaluation of training programmes (desired)
  • Experience of designing and delivering communications within a function (desired)
  • Educated to degree level or equivalent relevant experience
  • Holding a relevant professional qualification such as CIPD (desirable)
  • Excellent coaching, facilitation and delivery skills
  • Excellent written and verbal communication and relationship building
  • Creative self-starter with excellent organisational skills
  • Exposure to change with a willingness and flexibility in a sometimes-ambiguous environment
  • Ability to advise, influence, and a willingness to constructively challenge at all levels across the business