Process Trainer

Role and responsibilities

1. Develop comprehensive course curriculum to nurture skill growth and knowledge enhancement

2. Customize Training requirements for all employees in Banking Vertical as per the process requirement

3. Able to conduct Pre-process & Process Specific Trainings

4. Conduct timely assessment to evaluate Process Knowledge of all employees

5. Monitor new hire performance during OJT phase for successful Process Certifications

6. Provide Coaching & Feedback to enhance agent performance

7. Report out Post Certification performance to measure training efficiency

8. Conduct and report out PKTs on a monthly basis

9. Able to communicate with Onsite clients on a need basis for Training/clarification/new process transitions

10. Knowledge of creating Process Maps for new Transitions process is an added advantage

11. Willingness to work in round the clock shift and travel to different location as per business requirement

12. Identify the training needs based upon new updates/system changes

13. Schedule individual and team training on a need basis

14. Evaluate strengths and weaknesses of the new hires to ensure right employees being aligned to the process

15. Maintain Training Records

16. Need to be well-informed of Commercial Lending which includes:

a. Lifecycle of a commercial loans

b. Loan origination and underwriting

c. Loan booking/boarding

d. Loan servicing

e. Payment processing

f. Collateral management

g. Covenant monitoring

h. Loan products: term loans, revolving lines of credit, construction loans, SBA loans, etc

i. US commercial lending regulatory compliance

j. Syndicated loans