Job Summary:

The Learning and Development Specialist is responsible for performing training needs including assessing, creating, and delivering curriculum and learning materials as well as executing all phases of learning, development, and training initiatives. This role works alongside the Human Resources team to helps plan and drive training initiatives by coaching, coordinating, and executing solutions for employees at all levels.

Primary Responsibilities:

• Identifies training needs and, in consultation with leadership, establishes immediate and/or long-range training priorities for employees across all departments.
• Works with stakeholders to understand key business drivers, identify performance gaps and develop effective trainings to build all skill levels.
• Administers curriculum, associated content, and relevant data via the Learning Management System (LMS).
• Assesses the success of development plans and helps employees make the most of learning opportunities by planning, developing, and implementing a comprehensive development and training plan including functional skills, technical knowledge training, and leadership training.
• Designs and delivers e-learning courses, workshops, and other trainings.
• Helps managers develop their team members through career pathing and creates and executes learning strategies and programs.
• Continuously evaluates relevancy and accuracy of curricula content and monitors the process and impact of training on learning and on-the-job performance.
• Establishes and maintains collaborative professional relationships with departmental personnel, including management, to plan training sessions.

Secondary Responsibilities:

• Responsible for managing registration for workshops and training sessions; confirms attendance via confirmation letter or e-mail.
• Maintains registration/attendance records of employees to prepare reports and studies on training programs and activities; assesses the success and/or failure of such programs.
• Performs related duties as required.

Skills and Proficiencies:

• Thorough knowledge of principles and practices of training and development methods and techniques.
• Extensive knowledge of functional program areas to which position is assigned.
• Considerable knowledge in methods to identify training needs, reporting, and evaluating results of needs assessments, and analyzing performance problems.
• Considerable ability to identify training needs and plan, organize and coordinate training programs to meet those needs.
• Some ability to apply basic evaluation techniques.
• Considerable ability to work effectively with individuals, groups, and various units within the organization, including management, to carry out goals of the training function.

Required Education, Experience, and Qualifications:

• Bachelor’s degree in business, Finance, Human Resources, or related field is required.
• At least five (5) years of experience in training and development, financial services experience a plus.
• Knowledge of Adult Learning Principles.
• Strong knowledge of written English with excellent verbal communication skills
• Experience producing and delivering training for all levels of employees in a professional setting.
• Ability to prepare both routine and analytical reports.
• Ability to exercise judgment, make decisions, establish professional contacts, and organize time with minimal supervision.

Other Requirements:

Ability to travel up to 10%, as needed.

About Our Company:

Equify Financial is a privately-owned, independent specialty finance company based in Fort Worth, Texas.

We tailor and personalize our services for each client to build a strong relationship and a strong future for their business. We are an independent, collateral-based lender that can service customers at every financial stage of their business. Equify Financial has assisted more than 300 borrowers over the past ten years.

With over 180 years of combined experience in the equipment finance industry, we are able to provide an extensive amount of knowledge and an in-depth understanding of our customer’s financial circumstances. We help our clients identify areas of growth and find creative solutions that bring more capital to their businesses.

Website: www.equifyfinancial.com

Equify Financial, a Wilks Brothers company, is an Equal Opportunity Employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.