Credit Learning and Growth Officer

📌 Core Information

🔹 Job Title: Credit Learning and Growth Officer

🔹 Company: First United Bank

🔹 Location: Plano-Parkwood, TX

🔹 Job Type: Full-Time

🔹 Category: Financial Services

🔹 Date Posted: July 17, 2025

🔹 Experience Level: Mid-Senior level (5-10 years)

🔹 Remote Status: On-site

🚀 Job Overview

Key aspects of this role include:

• Enhancing communication, training, and development for Credit Analyst and Lending functions
• Leading the ElevateU Early Career Program to attract, develop, and retain high-potential early-career talent
• Collaborating with stakeholders to create and deliver impactful learning experiences
• Building and maintaining strong relationships with internal teams and program participants
• Analyzing and addressing skill gaps to improve overall performance and career growth

ASSUMPTION: This role requires a high level of initiative, creativity, and strong communication skills to succeed in a dynamic, fast-paced environment.

📋 Key Responsibilities

✅ Support change management and communication regarding Credit Policy, Procedure, and Guidelines

✅ Facilitate regularly scheduled meetings with Credit Analysts virtually

✅ Draft instruction materials, onboarding plans, and other relevant documentation focused on Credit and Lending

✅ Administer needs assessments to identify skills deficits or gaps to inform training enhancements for Credit and Lending functions

✅ Address any identified deficiencies with tailored in-house training

✅ Co-develop and create in-house training and curriculum focused on Credit and Lending

✅ Provide strategic direction and operational oversight for the ElevateU Early Career Program

✅ Design and implement a development framework that cultivates leadership capabilities, business acumen, and career readiness among program participants

✅ Establish success metrics and regularly evaluate program outcomes to demonstrate organizational impact and participant growth

✅ Partner with internal stakeholders to ensure meaningful rotations, mentoring relationships, and project-based learning experiences

✅ Promote the long-term sustainability and visibility of the program, positioning it as a cornerstone of the organization’s talent strategy and leadership pipeline

ASSUMPTION: This role involves a mix of strategic planning, project management, and hands-on training development, requiring a versatile and adaptable skill set.

🎯 Required Qualifications

Education: Bachelor’s degree in a related field (e.g., Finance, Business, Economics) preferred

Experience: 5+ years of experience working as a Credit Analyst or similar role

Required Skills:

• Expert level knowledge of credit policies, practices, and regulations
• Excellent verbal and written communication skills
• Ability to establish priorities, work independently, and proceed with objectives without day-to-day supervision
• Highly capable disposition with the ability to engage an audience
• Proven experience in building training materials and curriculum development

Preferred Skills:

• Experience with early career development programs or talent management
• Familiarity with learning management systems (LMS) and e-learning platforms
• Background in project management or change management

ASSUMPTION: Given the broad scope of this role, candidates with a strong foundation in credit analysis and a proven track record in learning and development will be most successful.

💰 Compensation & Benefits

Salary Range: $80,000 - $120,000 per year (Based on industry standards for a mid-senior level role in the Financial Services sector in Texas)

Benefits:

• Health, dental, and vision insurance
• 401(k) retirement plan with company match
• Paid time off (vacation, sick, and holidays)
• Employee assistance program
• Tuition reimbursement
• Employee discounts on banking services

Working Hours: Full-time, typically Monday-Friday, 8:00 AM - 5:00 PM, with some flexibility for meetings and training sessions

ASSUMPTION: The salary range provided is an estimate based on industry standards and may vary depending on the candidate's experience and qualifications.

📌 Applicant Insights

🔍 Company Context

Industry: First United Bank is a progressive and innovative community banking organization, focusing on retail and community banking, targeting consumers and small-to-mid-sized businesses within its market areas.

Company Size: First United Bank has 1,001-5,000 employees, providing ample opportunities for career growth and internal mobility.

Founded: First United Bank was founded in 1906 and has since grown into a multi-community banking enterprise, categorized as a "Super Community Bank."

Company Description:

• First United Bank offers a comprehensive range of financial services, including retail, commercial, trust, brokerage, mortgage, and insurance products.
• The bank delivers services through an expansive network of community bank locations throughout Oklahoma and Texas.
• First United Bank is committed to being an equal opportunity employer and provides a balance in the four pillars of wellness, personal development, financial well-being, and faith.

Company Specialties:

• Personal Banking
• Personal Loans
• Business Banking
• Auto Loans
• Mortgage Lending
• Home Equity Loans
• Wealth Management
• Lines of Credit
• Credit Cards
• Certificates of Deposit
• Personal Insurance
• Business Insurance
• Builder Financing
• SBA Loans
• Agriculture Loans

Company Website: First United Bank

ASSUMPTION: First United Bank's extensive range of financial services and commitment to employee well-being make it an attractive employer in the financial services sector.

📊 Role Analysis

Career Level: This role is at the mid-senior level, requiring a blend of strategic thinking, tactical execution, and strong communication skills.

Reporting Structure: The Credit Learning and Growth Officer will report directly to the Head of Learning and Development or a similar senior-level position within the organization.

Work Arrangement: This role is on-site, with the primary office location in Plano-Parkwood, TX. Some flexibility for remote work may be available for specific tasks or meetings.

Growth Opportunities:

• Progression into a senior learning and development role or a specialized position within the credit or lending functions
• Expansion of responsibilities to include additional areas of the business, such as wealth management or commercial banking
• Opportunities to mentor and develop junior team members, contributing to the overall growth and success of the organization

ASSUMPTION: This role offers significant potential for career growth and development within a dynamic and expanding organization.

🌍 Location & Work Environment

Office Type: First United Bank's office in Plano-Parkwood, TX, is a modern, professional environment with collaborative workspaces and amenities to support employee productivity and comfort.

Office Location(s): 6401 South Custer Road, McKinney, TX 75070

Geographic Context:

• The Plano-Parkwood area offers a mix of urban and suburban living, with easy access to major highways and nearby attractions.
• The region has a diverse range of housing options, from urban apartments to rural properties, catering to various lifestyle preferences and budgets.
• The area is home to a strong job market, with numerous opportunities in various industries, including finance, technology, and healthcare.

Work Schedule: The standard work schedule is Monday-Friday, 8:00 AM - 5:00 PM, with some flexibility for meetings and training sessions. Occasional overtime may be required to meet project deadlines or support specific events.

ASSUMPTION: The Plano-Parkwood area offers a high quality of life, with a mix of urban and suburban living, a strong job market, and numerous amenities to support a balanced lifestyle.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screening with the HR department
• In-depth behavioral and situational interviews with the hiring manager and potential team members
• Final interview with senior leadership
• Background check and onboarding

Key Assessment Areas:

• Demonstrated expertise in credit policies, practices, and regulations
• Strong communication and presentation skills
• Ability to analyze and address skill gaps within the credit and lending functions
• Proven experience in learning and development, with a focus on early career development programs
• Cultural fit and alignment with First United Bank's values and mission

Application Tips:

• Tailor your resume and cover letter to highlight your relevant experience and skills for this role
• Be prepared to discuss specific examples of your training development and delivery experience
• Demonstrate your understanding of First United Bank's business and the financial services industry
• Showcase your ability to work collaboratively and build strong relationships with internal teams and stakeholders

ATS Keywords: Credit Policies, Training Development, Communication Skills, Leadership Development, Analytical Skills, Project Management, Curriculum Development, Change Management, Mentoring, Strategic Planning, Team Collaboration, Problem Solving, Documentation, Organizational Skills, Customer Service, Business Acumen

ASSUMPTION: First United Bank's interview process is designed to assess both technical competencies and cultural fit, ensuring a strong match between the candidate and the organization.

🛠️ Tools & Technologies

• Learning Management Systems (LMS) and e-learning platforms (e.g., SAP Litmos, Cornerstone OnDemand, WorkRamp)
• Project management tools (e.g., Asana, Trello, Microsoft Project)
• Microsoft Office Suite (Word, Excel, PowerPoint)
• Video conferencing and collaboration tools (e.g., Zoom, Microsoft Teams)
• Customer Relationship Management (CRM) systems (e.g., Salesforce, Microsoft Dynamics 365)

ASSUMPTION: The specific tools and technologies required for this role may vary depending on the organization's existing infrastructure and the candidate's areas of expertise.

👔 Cultural Fit Considerations

Company Values:

• Integrity: Upholding the highest ethical standards in all aspects of our business
• Excellence: Striving for continuous improvement and delivering outstanding results
• Respect: Valuing diversity, fostering an inclusive environment, and treating others with kindness and courtesy
• Accountability: Taking responsibility for our actions and their outcomes, and following through on our commitments
• Stewardship: Acting in the best interest of our customers, employees, and the communities we serve

Work Style:

• Collaborative and team-oriented, with a strong emphasis on cross-functional collaboration
• Results-driven and focused on delivering meaningful impact for both internal and external stakeholders
• Adaptable and responsive to change, with a willingness to pivot and reprioritize as needed
• Customer-centric, with a deep commitment to understanding and meeting the needs of our customers

Self-Assessment Questions:

• How do your personal values align with First United Bank's core values?
• Describe a time when you had to adapt to a significant change in your work environment or priorities. How did you approach this situation, and what was the outcome?
• How do you prefer to work with others, and what steps do you take to ensure effective collaboration and communication?

ASSUMPTION: First United Bank's culture emphasizes integrity, excellence, respect, accountability, and stewardship, with a strong focus on collaboration, results-driven execution, and customer-centricity.

⚠️ Potential Challenges

• Balancing the demands of multiple stakeholders, including credit analysts, lenders, and program participants, may require strong project management and prioritization skills
• Keeping up with changes in credit policies, practices, and regulations may necessitate continuous learning and adaptation
• Addressing skill gaps and improving overall performance within the credit and lending functions may require a combination of strategic planning, targeted training, and ongoing support
• Managing the expectations and growth opportunities of high-potential early-career talent within the ElevateU program may present unique challenges and rewards

ASSUMPTION: The diverse nature of this role and the dynamic environment in which it operates may present both opportunities and challenges for the successful candidate.

📈 Similar Roles Comparison

• Unlike traditional training and development roles, this position requires a deep understanding of credit policies, practices, and regulations, as well as the ability to apply this knowledge in a learning and development context
• While this role shares similarities with early career development programs in other industries, the unique aspects of the financial services sector and the specific needs of First United Bank set it apart
• Career progression in this role may follow a path similar to that of a learning and development professional, with opportunities to specialize in credit or lending functions, or to transition into a senior leadership position within the organization

ASSUMPTION: The unique blend of learning and development, credit analysis, and early career development makes this role distinct within the financial services industry.

📝 Sample Projects

• Developing and delivering a comprehensive training program for credit analysts, focusing on advanced credit analysis techniques and industry best practices
• Coordinating and facilitating a cross-functional workshop to align credit policies, procedures, and guidelines across multiple business units
• Designing and implementing a mentoring program for early-career talent within the ElevateU program, pairing participants with experienced mentors from across the organization

ASSUMPTION: The specific projects and initiatives undertaken in this role will depend on the organization's priorities, the needs of its stakeholders, and the candidate's areas of expertise.

❓ Key Questions to Ask During Interview

• Can you describe the most significant change in credit policies or regulations that has occurred in the past year, and how First United Bank has adapted to this change?
• How does First United Bank support the professional development and growth of its employees, particularly those in early-career roles?
• Can you provide an example of a successful training program or initiative that you have led or contributed to in a previous role? What was the outcome, and what did you learn from the experience?
• How does First United Bank measure the success of its learning and development programs, and how do you ensure that these programs deliver meaningful impact for both participants and the organization?
• What steps does First United Bank take to foster a culture of collaboration and cross-functional teamwork, and how can this role contribute to that effort?

ASSUMPTION: Asking thoughtful, insightful questions during the interview process demonstrates your interest in the role and your commitment to understanding the organization's priorities and culture.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume and cover letter to highlight your relevant experience and skills for this role, emphasizing your expertise in credit policies, training development, and early career development
• Prepare examples of your training development and delivery experience, as well as any relevant projects or initiatives you have led or contributed to
• If applicable, update your portfolio or prepare examples of your work to showcase your skills and accomplishments
• Follow up with the hiring manager or HR department one week after submitting your application to inquire about the status of your application and express your continued interest in the role

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.