Full-Time
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Sandia Laboratory Federal Credit Union
201-500 employees
Member-owned credit union offering financial services
No salary listed
Albuquerque, NM, USA
In Person
 Training |
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- Minimum of 5 years’ experience in mortgage or consumer/indirect lending, with hands-on knowledge of origination, underwriting, and closing required.
- Proven experience in sales coaching, adult learning, or training facilitation—preferably in a credit union or financial services setting.
- Bachelor's degree in business, finance, education, or a related field, or equivalent combination of education, training, and directly relevant experience in lending and adult learning.
- In-depth understanding of either mortgage lending or consumer/indirect lending practices, workflows, and regulatory requirements.
- Well-developed expertise in adult learning methodologies and coaching techniques.
- Strong knowledge of applicable lending regulations: For Mortgage: TRID, RESPA, ECOA, investor guidelines (FNMA), and mortgage loan products.
- For Consumer/Indirect: ECOA, TILA, FCRA, internal policies, indirect dealer compliance, and loan products such as auto, personal, credit cards, and lines of credit.
- Proficient in using lending technology platforms: Mortgage: Encompass, Blend, MortgageBot, Mortgage Servicer; Consumer/Indirect: Blend, MeridianLink, CUDL, Keystone.
- Proficiency in Microsoft Office and learning management systems; adaptability with new platforms and technologies.
- Strong written, verbal, and presentation skills; ability to communicate technical or regulatory content in a clear, engaging manner.
- Ability to assess training needs, develop effective content, and measure knowledge retention and application.
- Skilled in analyzing pipeline and performance data to inform targeted coaching and training strategies.
- Capable of fostering collaboration across business units and influencing behavior change.
- Strong organizational and project management skills.
- Physical requirements include primarily sedentary work with occasional standing, walking, and light lifting up to 15 pounds.
- Frequent use of hands and fingers to operate a computer keyboard, mouse, telephone, and other standard office equipment.
- Ability to sit for extended periods while facilitating virtual training sessions, developing materials, or participating in meetings.
- Occasional travel to branch locations or external training sites may be required, depending on training needs and business priorities.
- Clear and professional verbal communication required for presentations, coaching sessions, and virtual facilitation.
- Visual acuity necessary for reading documents, developing training materials, and working at a computer screen for extended durations.
- Design, deliver, and continuously improve training programs for lending teams, including Mortgage (originators, processors, underwriters, closers, and servicing) or Consumer/Indirect Lending (originators, underwriters, indirect processors, closers, and servicing).
- Develop role-specific and cross-functional training paths tailored to experience levels and learning styles.
- Lead new hire onboarding and ensure full readiness across systems, policies, and service expectations.
- Ensure all job aids, policies, and procedures are accurate, updated, and accessible across all platforms and learning channels.
- Create comprehensive training materials—including job aids, presentations, guides, and e-learning modules.
- Develop assessments to measure knowledge retention, skill application, and regulatory understanding.
- Continuously evaluate learner comprehension and adapt training approaches to support individual and team development.
- Partner with compliance to ensure all regulatory and policy updates are reflected in training content.
- Provide 1:1 and group coaching to lending professionals. Depending on the focus, this may include Mortgage Loan Officers or Consumer Loan Officers, with a focus on prospecting, relationship-building, lead conversion, and cross-selling.
- Monitor pipeline activity, conversion ratios, and pull-through to identify coaching opportunities.
- Conduct "game film" reviews (loan reviews, pipeline walk-throughs) to reinforce skills and decision-making strategies.
- Equip teams with tools, scripting, and strategies to grow wallet share and deepen member relationships.
- Provide EMPOWER training (new and ongoing) to all team members where applicable.
- Act as a liaison between lending operations, retail branches, and digital teams to ensure alignment and smooth handoffs.
- Identify training gaps and performance trends through data, feedback, and quality control insights.
- Support new product rollouts, system upgrades (e.g., LOS/POS), and workflow enhancements through targeted training.
- Instill a member-first mindset throughout all training initiatives.
- Reinforce adherence to underwriting guidelines, Fair Lending practices, and servicing requirements.
- Maintain documentation, assessments, and tracking systems to support audit-readiness and regulatory compliance.
Sunward is a member-owned financial cooperative offering checking, savings, mortgages, auto loans, and investment services to individuals and businesses. It serves through 12 New Mexico branches, one in Livermore, California, and online, with membership open to everyone. As a federally insured credit union (NCUA) and Equal Housing Lender, Sunward emphasizes member relationships and community impact over profits. Its goal is to help members realize their dreams and secure their financial futures, summarized as “Banking Made Better.”
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Albuquerque, New Mexico
Founded
1948
Simplify's Take
What believers are saying
- Manages $4.1 billion assets and 150,000 members post-acquisition.
- Added 15 employees enhancing member support expertise.
- Opened Rio Grande branch in Albuquerque Old Town early 2024.
What critics are saying
- Integration failures cause member attrition within 3-6 months.
- Rebranding alienates Sandia members eroding heritage in 6-12 months.
- Mountain America competes aggressively in Albuquerque within 12-18 months.
What makes Sandia Laboratory Federal Credit Union unique
- Rebranded from Sandia Laboratory Federal Credit Union to Sunward in 2024.
- Acquired Mountain America branches on Golf Course Road and Paseo del Norte.
- Expanded to 15 branches serving Sandia Labs affiliates across NM and CA.
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Benefits
Flexible Work Hours
Company News
Members now get more funds to pay for eligible purchases over timeALBUQUERQUE, N.M., June 4, 2025 /PRNewswire/ -- As more people look to credit unions they know and trust to help navigate their financial needs, Sunward Federal Credit Union (Sunward) announced today that it has added Buy Now, Pay Later (BNPL) to its suite of online banking products in an effort to meet members' shifting payment preferences.Serving over 165,000 members across 16 locations across the Southwest and in California, Sunward is the first New Mexico-based credit union to launch BNPL for its members
A Media Snippet accompanying this announcement is available by clicking on this link. ALBUQUERQUE, N.M., Nov. 25, 2024 (GLOBE NEWSWIRE) -- Sunward, formerly known as Sandia Laboratory Federal Credit Union, and Mountain America Credit Union announced today that after a favorable vote by transitioning Mountain America Credit Union members, the previously announced proposed acquisition is proceeding with a targeted completion in the first quarter of 2025. “We are excited to welcome members and employees from Mountain America Credit Union to Sunward,” said Steph Sherrodd, Sunward President and CEO. “This addition will strengthen our position and ability to deliver on our goal of making banking better in the Southwest, and in New Mexico specifically.” Upon finalization, Sunward will acquire both Mountain America Credit Union branches in Albuquerque, New Mexico – Golf Course Road and Paseo Del Norte Boulevard – increasing Sunward’s total branch footprint to 15 locations. “I am confident that Sunward will be an excellent financial partner for our members,” said Sterling Nielsen, Mountain America Credit Union President and CEO