About The Position

The VP of Training and Development will design and lead a comprehensive training strategy across the full spectrum of financial services operations. This role is responsible for assessing organizational capability gaps, identifying skill trends, and building a scalable training curriculum that supports team development, new hire onboarding, systems adoption, regulatory requirements and continuous performance improvement. The VP will partner cross-functionally to ensure operational teams are equipped with the technical expertise, systems proficiency, and emerging tool capabilities—including AI-enabled solutions—required to support a modern, high-performing lending platform.

Requirements

  • 10+ years of experience in financial services operations, structured credit, asset-backed finance, or commercial lending
  • Proven experience building and leading enterprise-wide training or capability development programs
  • Strong knowledge of loan lifecycle processes, loan management systems, and operational risk frameworks
  • Ability to translate technical systems, data, automation, and AI tools into practical training
  • Experience supporting system implementations and operational transformation initiatives
  • Strong executive communication and cross-functional collaboration skills
  • Experience developing structured onboarding programs and competency frameworks preferred

Nice To Haves

  • Proven experience in the financial services industry
  • Knowledge of ProMerit, ACBS (CLS) or similar industry loan/lending management (LIQ, AFS) platforms are a plus
  • Experience implementing Learning tool or digital training platforms
  • Proficient in PowerPoint as well as other training design tools such as Canva, Adobe, or similar platforms

Responsibilities

  • Enterprise Training Strategy: Develop and execute a comprehensive training roadmap aligned with Operations’ strategic priorities, transformation initiatives, and growth objectives.
  • Needs Assessment & Capability Mapping: Conduct structured assessments across teams to identify skill gaps, recurring performance themes, regulatory requirements, and future capability needs.
  • Curriculum Development: Design and maintain a structured curriculum covering: Loan lifecycle operations (booking, funding, servicing, portfolio management) Loan management systems and technical workflows Process optimization and control frameworks AI tools and automation technologies New systems, platforms and operational tools
  • New Hire Onboarding Framework: Build a standardized onboarding program for all operations roles, including role-based learning paths, competency benchmarks, and certification checkpoints.
  • Ongoing & Advanced Training Programs: Implement continuous education modules to support evolving product structures, regulatory updates, system enhancements, and operational best practices.
  • Content Creation & Delivery: Develop high-quality training materials including playbooks, job aids, e-learning modules, workshops, and live training sessions. Ensure materials are scalable and accessible across geographies.
  • Technology & AI Enablement: Partner with Technology and Operations leadership to ensure teams are trained on new systems deployments, digital workflows, and AI-enabled tools to enhance efficiency and accuracy.
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