Organizational Development Specialist

At Waterstone Mortgage Corporation (WMC), we believe in creating meaningful moments of growth for our employees, our company, and our future. That’s where you come in. We’re looking for a dynamic and enthusiastic Organizational Development Specialist to help us elevate how we train, develop, and empower our people. You’ll lead the charge in designing and delivering innovative learning experiences that don’t just tick boxes, but spark real impact. You’ll partner with subject matter experts, team members across the company, and key stakeholders to craft solutions that align with our goals, enhance operational efficiency, and help us attract and retain top talent.

This isn’t just a training role, it’s a chance to make every employee’s learning journey more engaging, effective, and aligned with who we are as a company. We’re looking for someone who brings both strategy and heart to the table as well as someone who can foster collaboration, inspire growth, and champion a culture of continuous improvement.

This position is hybrid and based at our Brookfield, WI office, offering a mix of in-office collaboration and remote flexibility.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Conducts virtual and instructor-led training for field and home office employees including onboarding of new employees and continuing education for existing employees
• Designs and maintains effective training collateral by collaborating with Subject Matter Experts (SMEs) and/or other stakeholders, including external vendors (as needed)
• Evaluates and identifies areas for improvement including updating/maintaining existing training materials/courses
• With support of SMEs, ensures training materials and programs are compliant with the laws and regulations governing the Mortgage Industry
• Through deploying surveys and continuous professional development, seeks out new ways to keep training current and engaging
• Creates targeted learning solutions for specific departments with support of SMEs leveraging various methods of training delivery (videos, job aids, etc.)
• Video editing of training content
• Delivers on multiple priorities through practicing effective organizational and time management abilities
• Maintains training content in our Learning Management System (LMS) Coordinates and maintains logistics for training courses and programs, including scheduling
• Responsible for training attendance tracking and reporting of all training related KPIs.
• Schedules initial training for all loan originators, including Encompass, Element, Marketing Training, CRM Training, etc.
• Partner with the Chief People and Administration Officer with administrative tasks including expense reports and event planning 

EDUCATION and/or EXPERIENCE: BS/BA in business, Human Resources, Communications, or a relevant field required. Mortgage and Instructional design experience a plus.

QUALIFICATIONS:

• Minimum of one (1) year of proven experience as a corporate trainer, corporate training specialist, or related position
• Exceptional verbal and written communication skills
• The ability to engage learners in discussions during training sessions by utilizing adult learning methodology
• Excellent interpersonal skills, including consulting and active listening skills
• Organizational and time-management abilities
• Strong critical thinking and analytical skills. Demonstrates good problem solving and decision-making skills along with the ability to exercise sound judgement with limited information
• Understanding of effective adult learning and training-industry methodologies and willingness to current on new techniques in the corporate training industry
• Strict adherence to WMC’s philosophy and sales goals

COMPUTER SKILLS:

• Proficient in the Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel).
• Experience creating materials in Canva  
• Experience with instructional design software (Adobe Creative Cloud)
• Skilled with technical writing/training including best practices for instructional manuals/job aids
• Ability to manage and maintain an LMS (with vendor support)

Individuals in this position shall not engage in loan origination during the course of his/her employment with WMC.  Loan origination is defined as (1) taking a residential mortgage loan application; or (2) offering or negotiating terms of a residential mortgage loan for compensation or gain; (3) advertising or communicating to the public that you can perform loan origination services.  Please see the Loan Originator Compensation Policy for more details on the definition of loan origination.