• Business Integration Specialist

    Posted: 01/05/2022


    Middletown, RI


    Talent Development

    General Business Hours

    M-F: 9:00 a.m. – 5:00 p.m.


    8 Hours M-F.

    Managed By (Title)

    Business Integration Manager, Talent Development


    Base Salary.

    FLSA Status


    Last Updated

    December 2021


    Since 1983 our passion has been simple. We want to help you grow both personally and professionally. Embrace is a positive, exciting environment. It’s a place where new ideas and opportunities are encouraged. A place where life-changing experiences are created. When you join our team, you’ll receive the support you need to grow inside the office and out because we believe that business success and personal fulfillment go hand in hand. Maybe that’s why we’re such a great place to work. We realize that being successful at work is only the tip of your iceberg.

    The Business Integration Specialist serves as the backbone for integrating new loan officers into the culture, systems and products of Embrace Home Loans. The manager develops relationships with a variety of internal teams (Sales, Recruiting, FIG, Credit Ops, TD, MKT, HR and Facilities) so that new loan officers experience a seamless transition and are setup for success. The manager develops relationships with our new loan officers, oversees the integration of each new loan officer’s business and directs the onboarding process, so that each loan officer experiences a seamless transition and is setup for success.

    Knowledge, Experience And Skills Required

    Technical Knowledge, Years of Related Experience, Skills, Licenses, and Systems Experience

    • Education: College Degree.
    • Experience: 5 years of experience in training and development.
    • Skills:
    • Possess mid-level knowledge to answer a variety of product and technical questions
    • Excellent written and verbal communication skills
    • Excel in executing, establishing priorities, and meeting swift deadlines in a fast-paced, rapidly changing environment
    • Phenomenal ability to deliver training and explain concepts in different ways
    • Naturally be curious, self-aware, empathetic, resilient and have a sense of humor
    • Proactive in achieving desired outcomes, comfortable with creating processes and structures
    • Project management skills
    • Comfortable working collaboratively in a virtual team environment organization;
    • Sensitivity and awareness of cultural differences
    • Ability to travel 25% of the time
    • Discrete with confidential and sensitive information
    • Level of professionalism and stature to interact easily with members of the Embrace community
    • License: N/A.
    • Systems: Microsoft Office Suite, LOS, CRM.
    Training Required

    Participate in additional training on sales, technology, products, procedures and pricing on an ongoing basis. Complete annual training as required by company policy and law on an annual basis in a timely manner.


    Integrate new loan officers into the culture, systems and products of Embrace Home Loans.

    Develop relationships with our new loan officers and oversee the integration of each new loan officers business so that each loan officer experiences a seamless transition and is setup for success.

    Understand pipeline and collect intelligence on new loan officers to determine support and training needs, as well as share with internal service providers.

    Coordinate and deliver on campus experience for new retail loan officers and branch managers that allows them to orient themselves to our technologies and processes.

    Manage the onboarding process for assigned new loan officers and new branch managers and develop training plan.

    Liaise with Human Resources, Information Services, Talent Development, Marketing, and Facilities to ensure all new loan officers and branch managers are able to work effectively in the first week of employment.

    Concierge for assigned new loan officers for the first 120 days of employment.

    Track the progress and quality of cross-functional work by conducting review sessions with loan officers and branch managers.

    Partner with Sales Recruiting to onboard and train any identified sales support team members such as BDA.

    Deliver on-location support program for employees onboarding or looking to improve efficiency.

    Train, communicate and meet with branch managers on overall program to ensure understanding of support their loan officers are receiving.


    Attend and participate in all Monthly Awards Ceremonies, Corporate Gatherings & Training Events.

    Read all newsletters and bulletins to remain current on corporate policies, procedures, and developments.


    Empowered: Operate effectively, even when things are not certain or the way forward is not clear.

    Accountable: Take personal responsibility for decisions, actions, and failures and keep open to coaching, feedback and self-development.

    Customer Focused: Build strong customer relationships and delivers customer-centric solutions

    Collaborative: Work cooperatively with others across the organization to achieve shared objectives.

    Communicative: Provide timely and helpful information to customers and teammates across the organization, verbally or in writing.

    Tech Savvy: Adopt new technologies with a sense of vigor and excitement.


    Adoption of technology

    Loan Originators transition to Embrace technology

    Improved loan production processes

    Development of team

    WORK ENVIRONMENT AND DEMANDS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Work Environment


    Possible Work Hazards


    Physical Demands


    This job description is a general description of essential job functions. It is not intended as an employment contract, nor is it intended to describe all duties someone in this position may perform. All employees are expected to perform tasks as assigned by supervisory personnel, regardless of job title or routine job duties.

    Embrace Home Loans is an Equal Opportunity and ADA compliant employer, committed to diversity in the workplace.

    Interested parties may apply here.

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