Learning and Development SpecialistEquify Financial, LLC • Arlington, TX, US

Learning and Development Specialist

Equify Financial, LLC • Arlington, TX, US

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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' 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

Equify Financial is seeking a proactive and detail-oriented Learning and Development (L&D) Specialist to drive the development, documentation, and delivery of training programs across departments. This role will collaborate with subject matter experts, technology teams, and internal stakeholders to ensure timely implementation of training initiatives that support business operations, employee growth, and knowledge management.

Key Roles / Responsibilities

Training Development and Coordination

Design and deploy e-learning and in-person training programs.

Manage soft launches and mentor programs for onboarding and upskilling.

Coordinate cross-functional training efforts with external partners and departments.

Ensure readiness and schedule training aligned with technology rollouts.

Manage the day-to-day operations of the LMS.

Create and assign learning paths, courses, and certifications within the LMS.

Monitor and report on training completion, engagement, and performance metrics.

Ensure data accuracy and integrity within the LMS.

Documentation and Content Management

Develop, standardize, and maintain process documentation for all training programs.

Collaborate with Technology and Operations teams to document workflows and align with system implementations.

Create clear and consistent templates to facilitate ease of understanding and implementation.

Ensure all mandatory training is delivered and documented in compliance with legal or regulatory requirements.

Maintain accurate training records and ensure timely renewals of required certifications.

Project and Program Management

Oversee learning project timelines and ensure deadlines are met.

Partner with managers and HR to develop long-term training.

Lead needs assessments to define training.

Stakeholder Communication and Support

Serve as a liaison between departments to understand training requirements.

Communicate updates and ensure training materials are accessible via the intranet and internal platforms.

Plan, coordinate, and lead organizational town halls and other company-wide communication events.

Facilitate interactive sessions to promote transparency, engagement, and feedback.

Coordinate with marketing by updating company's intranet content.

Required Education, Experience And Qualifications

Bachelor's degree in Education, Human Resources, Business, or related field and relevant experience.

Certification in APTD and / or CPTD is a plus.

3+ years of experience in learning and development, training coordination, or instructional design.

Experience within the finance industry is a plus.

Strong presentation skills both in-person and virtual.

Experience with LMS platforms and eLearning development tools.

Proven ability to work independently as a self-starter.

Experience producing and delivering training for all levels of employees in a professional setting.

Thorough knowledge of principles and practices of training and development methods and techniques.

Ability to identify training needs, plan, organize and coordinate training programs to meet those needs.

Ability to exercise judgment, make decisions, establish professional contacts, and organize time with minimal supervision.

Strong organizational, documentation, and project management skills.

Excellent written and verbal communication skills.

Ability to collaborate with cross-functional teams.

Working Conditions

Prolonged periods sitting at a desk and working on a computer.

Must be able to lift 15 pounds at times.

Positions self to install equipment, including under desks.

Moves throughout the building to access files.

Must be able to comprehend and follow written and oral instructions.

Must be able to complete tasks even with frequent interruptions.

Must be able to use discretion and independent judgment as needed.

Must be able to speak clearly on the phone and to fellow workers.

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

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Learning Development Specialist • Arlington, TX, US