Beyond lending, the Specialist also contributes to broader organizational learning initiatives, partnering with leaders across Risk, Operations, and Member Experience to align development programs with business objectives. By integrating learning into succession planning, onboarding, and career development, this role plays a high-influence position in shaping employee growth and organizational performance.

Key Responsibilities & Duties

Program Delivery and Coaching

• Develop and maintain training and learning programs specific to retail, commercial, and agricultural lending, Lean processing, as well as other organizational needs.
• Deliver in-person and virtual training to all employees including lenders, credit adjudicators, and branch teams.
• Partner with Risk, Operations, and Member Experience teams to ensure training aligns with policies, compliance, and service standards.
• Provide coaching and mentoring to staff transitioning into or advancing skills.

Organizational L & D Strategy

• Support the organizational objectives into targeted learning strategies that build workforce capability.
• Support organizational initiatives related to change management and culture-building.
• Participate in enterprise projects requiring lending knowledge or training expertise.
• Partner with leaders to ensure employees receive the right learning opportunities to advance.
• Conduct needs assessments with business leaders to identify skill gaps and prioritize development initiatives.

Program & Employee Learning Evaluation

• Evaluate training effectiveness using feedback, assessments, and performance data, and recommend improvements to align with organizational priorities.
• and analyze feedback to continuously improve learning programs
• Ensure programs reflect regulatory requirements, credit policies, and industry best practices.
• Monitor employee development progress and provide feedback on readiness.

Teamwork and Knowledge

• Stay current with lending regulations, trends, and tools to update learning content.
• Work with other HR employees to integrate learning into onboarding, performance management, and career development frameworks.
• Stay current on all Sunrise training programs.
• Contribute to the administration and optimize the Learning Management System (LMS), ensuring accurate tracking, user support, and digital learning accessibility.
• Ensure all learning materials meet the Accessibility for Manitobans Act (AMA) standards and other relevant accessibility legislation.

Education & Qualifications

• 5–7 years of experience in lending (retail, commercial, or agriculture), with strong credit and regulatory knowledge.
• 2+ years in training, facilitation, or coaching.
• Demonstrated experience in retail, commercial, or agricultural lending within financial services.
• Strong knowledge of Canadian credit union or financial services industry.
• Experience with learning management systems (LMS) and digital learning platforms.
• Understanding of regulatory and compliance training standards relevant to financial institutions or cooperatives.

Preferred

• Post-secondary degree or diploma in Business, Finance, or related field.
• Chartered Professional in Human Resources (CPHR) designation.

Core Skills and Competencies

• Strong technical knowledge of credit and lending practices.
• Strong facilitation and presentation skills.
• Ability to design engaging learning content and materials.
• Excellent communication and interpersonal skills.
• Highly motivated self-starter with strong self-management and accountability; demonstrates initiative and acts proactively without the need for direction.
• Analytical skills to evaluate training effectiveness.
• Project management and organizational skills.
• Coaching and mentoring capabilities.
• Knowledge of succession planning and leadership pipeline development.
• Familiarity with e-learning design software such as Articulate, Captivate, or equivalent tools.
• Experience designing training to meet workplace regulatory requirements (e.g., AML training, workplace safety, accessibility compliance).
• Change management skills.

Sunrise is proud to offer one of the most comprehensive benefit programs, individualized training and development programs and incentive plan. We thank all applicants,, but only those selected for an interview will be contacted.