Create and deliver role-based training for Wilqo's Charlie product to customers and employees. Develop e-learning, videos, webinars, and in-person materials; partner with Product and Implementation teams; use assessments and metrics to evaluate adoption and refine content; leverage AI tools to accelerate content creation.
This is a remote position.
Location: Candidate must be in the United States with Dallas, TX preferred
Imagine redesigning mortgage lending from scratch with a focus on finding ways to automate the repetitive tasks, find efficiency in the process flow, and maintain compliance. Welcome to Wilqo and our solution Charlie, the industry’s first Product Optimization Platform (POP). We are helping our customers challenge the status quo by providing simple, fast and effective processes for their customers and employees. We are looking for smart, passionate people to join our team.
As a Product Training Specialist, you will be responsible for educating employees and customers on the features and functionality of the product Charlie. You will act as a change agent for our customers as they are going through the implementation process to facilitate strong product adoption. This position is responsible for content development and delivery.
Content Development:
- Design, create, maintain product training plans tailored to each role within the customer’s organization ensuring the appropriate level of knowledge for the end user.
- Partner closely with the Product team to translate Charlie’s product features and functionality into accurate, engaging and up-to-date learning content across various formats including e-learning modules, videos, webinars, and in-person training.
- Develop internal training to support onboarding.
- Continuously discover and implement new learning techniques and adult learning best practices to maximize engagement and effectiveness.
- Leverage AI tools and technologies to accelerate content creation, improve efficiency, and enhance the learner experience.
Training Delivery & Program Evaluation:
- Work closely with the implementation team to understand implementation plan and training requirements. Provide recommendations on personalized training needs.
- Develop and manage customer training plans and coordinate scheduling of training.
- Lead group classes, one-on-one coaching sessions, and webinars tailored to the customer’s roles as well as internal needs.
- Use surveys, quizzes, and performance metrics to check learning success and to refine learning content as needed.
- 5+ years of experience with technical product training
- Understanding of loan origination process with at least 3 years of experience in the mortgage industry
- Ability to break down complex concepts into simple, clear instructions
- Experience working both independently and, in a team-oriented, collaborative environment
- Strong conceptual, analytical, and problem-solving skills
- Strong time management skills
- Must be a relationship builder and team player with the ability to effectively interact with individuals at all levels both internally and with customers
- Ability to work under pressure, meet deadlines, and work on multiple projects simultaneously
- Proficiency in Microsoft Suite
- Excellent oral and written communication skills
- Bachelor’s degree or equivalent experience
- An opportunity to change an industry
- Competitive benefits
- Responsible PTO
- Great team environment
Wilqo, LLC provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty or status as a covered veteran in accordance with applicable federal, state and local laws. Wilqo complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Wilqo expressly prohibits any form of unlawful employee harassment based on race, color, religion, gender, sexual orientation, national origin, age, genetic information, disability or veteran status. Improper interference with the ability of Wilqo employees to perform their expected job duties is absolutely not tolerated.
Wilqo expressly prohibits any form of unlawful employee harassment based on race, color, religion, gender, sexual orientation, national origin, age, genetic information, disability or veteran status. Improper interference with the ability of Wilqo employees to perform their expected job duties is absolutely not tolerated.
Similar Jobs
Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Designs and delivers scaled customer product training through webinars, cohort programs, digital learning assets, and community experiences. The role facilitates live sessions, manages logistics, answers platform questions, analyzes engagement data, identifies customer knowledge gaps, and collaborates with Customer Success and Product teams to improve educational programming. It also adapts training materials to product updates, supports advanced adoption, and promotes consistent learning outcomes across industries.
Top Skills:
Ai ModelsInternet Of Things (Iot)Learning Management Systems (Lms)Samsara CommunitySamsara Connected Operations CloudSlidoVirtual Classroom PlatformsWebinar Platforms
Edtech • Healthtech • HR Tech • Information Technology • Professional Services • Software • Telehealth
Manages revenue cycle management services, including billing operations, denial management, aging accounts receivable, quality audits, customer escalations, onboarding, and payer requirement compliance. Supervises, coaches, and evaluates billing staff; monitors productivity and service quality; analyzes denial trends; improves workflows; supports hiring; and collaborates with clients, quality assurance, customer success, and leadership to improve collections and customer satisfaction.
Top Skills:
AzaleaDocvocateHipaaKareoExcelMicrosoft OutlookMicrosoft Word
Artificial Intelligence • Cloud • Information Technology • Security • Social Impact • Software
Supports AlertMedia’s organic social media program for 20 hours per week by creating graphics and short-form videos, repurposing marketing content, drafting captions, scheduling and publishing posts, maintaining the social calendar and Linktree, monitoring community channels, responding to engagement, researching audience topics, and preparing social performance reports. The role requires strong organization, copywriting, platform knowledge, and attention to detail.
Top Skills:
CanvaFacebookInstagramLinkedInLinktreePictory AiSprout SocialTiktokXYoutube
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
