Qureos Mentor

Equify Financial, LLC

<div>Company Information: 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. With over 180 years of combined experience in the equipment finance industry, we can provide an extensive amount of knowledge and an in-depth understanding of our customers&rsquo; financial circumstances. We help our clients identify areas of growth and find creative solutions that bring more capital to their businesses. 


LinkedIn: https://www.linkedin.com/company/equifyfinancialllc/

Website: www.equifyfinancial.com 


Position Summary: The Learning and Development Specialist performs training needs including assessing, creating, and delivering curriculum and learning materials and executing various phases of learning, development, and training initiatives. This role works alongside the Human Resources team to help plan and drive training initiatives by coaching, coordinating, and executing solutions for employees at all levels.

This position is on-site, 5 days a week to our Fort Worth Office location. 


Key Roles / Responsibilities:
<ul>
<li>Identifies training needs and, in consultation with leadership, establishes immediate and/or long-range training priorities for employees across all departments.</li>
<li>Works with stakeholders to understand key business drivers and develop effective training to build all skill levels.</li>
<li>Administers curriculum, associated content, and relevant reporting data.</li>
<li>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.</li>
<li>Work closely with Managers and designated SMEs on train the trainer industry specific training.</li>
<li>Designs and delivers e-learning courses, workshops, and other training.</li>
<li>Helps managers develop their team members through career pathing and creates and executes learning strategies and programs.</li>
<li>Continuously evaluates relevancy and accuracy of curricula content and monitors the process and impact of training on learning and on-the-job performance.</li>
<li>Establishes and maintains collaborative professional relationships with departmental personnel, including management, to plan training sessions.</li>
<li>Responsible for managing registration for workshops and training sessions; confirms attendance via confirmation letter or e-mail.</li>
<li>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.</li>
<li>Performs related duties as required.</li></ul> 


Required Education, Experience, and Qualifications:
<ul><li>Bachelor&rsquo;s degree in business, Finance, Human Resources, or related fields is required.</li>
<li>At least five (5) years of experience developing curriculum, administering training and development; financial services experience a plus.</li>
<li>Strong knowledge of written English with excellent verbal communication skills.</li>
<li>Experience producing and delivering training for all levels of employees in a professional setting.</li>
<li>Thorough knowledge of principles and practices of training and development methods and techniques.</li>
<li>Extensive knowledge of functional program areas to which position is assigned.</li>
<li>Considerable knowledge in methods to identify training needs, reporting, and evaluating results of needs assessments, and analyzing performance problems.</li>
<li>Considerable ability to identify training needs and plan, organize and coordinate training programs to meet those needs.</li>
<li>Some ability to apply basic evaluation techniques.</li>
<li>Considerable ability to work effectively with individuals, groups, and various units within the organization, including management, to carry out goals of the training function.</li>
<li>Ability to prepare both routine and analytical reports.</li>
<li>Ability to work in a fast paced, changing environment</li>
<li>Ability to exercise judgment, make decisions, establish professional contacts, and organize time with minimal supervision.</li></ul> 


Other Requirements:
Ability to travel up to 10%, as needed. 


Working Conditions:
<ul>
<li>Prolonged periods sitting at a desk and working on a computer.</li>
<li>Must be able to lift 15 pounds at times.</li>
<li>Positions self to install equipment, including under desks.</li>
<li>Moves throughout the building to access files.</li>
<li>Must be able to comprehend and follow written and oral instructions.</li>
<li>Must be able to complete tasks even with frequent interruptions.</li>
<li>Must be able to use discretion and independent judgment as needed.</li>
<li>Must be able to speak clearly on the phone and to fellow workers</li></ul> 


Benefits:
<ul>
<li>Competitive Compensation Package</li>
<li>Medical + Dental + Vision Coverage</li>
<li>401K + Company Match</li>
<li>Life Insurance + Long Term Disability Coverage &ndash; 100% Company Paid</li>
<li>Health Savings Account (HSA)</li>
<li>Gym Reimbursement Program</li>
<li>Tuition Reimbursement Program</li>
<li>Wellness Check Program - Insurance Premium Discounts</li>
<li>EAP Resources</li>
<li>Paid Holidays</li>
<li>Paid Time Off (PTO)</li></ul> 


This job description should not be interpreted as an exhaustive list of responsibilities or as an employment agreement between the employer and the employee. The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification and are subject to change as the needs of the employer and requirements of the job change. Any essential functions of this position will be evaluated as necessary should an employee/applicant be unable to perform the functions or requirements due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the employee/applicant when possible. 


I acknowledge that I have read and understand the description of this position and have had the opportunity to ask my supervisor about any points I did not understand. I hereby state that I can perform the essential functions of this position with or without reasonable accommodation. 


#EQUIFYFINANCIAL #LI-AD1 #LI-ONSITE
Equal Opportunity Employer 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.</div>

Learning & Development Specialist

Join Equify Financial, LLC and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Equify Financial, LLC

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Learning & Development Specialist