Date of Completion

Fall 12-7-2016

Document Type

Campus Access Capstone

Degree Name

Master of Education (MEd)

First Advisor

Carol Ann Sharicz

Abstract

An aging workforce and a shift in strategy calls for a comprehensive training initiative in order to develop entry-level loan officers for a large retail mortgage company. The overall framework for the training initiative is analyzed to identify goals and objectives for learning modules that are well-aligned with stakeholder expectations and business needs. Despite limited access to stakeholders and existing material, three objectives were derived that are well-aligned with the organization’s sales approach. The learning modules developed only cover a portion of the overall training initiative and are designed to be learner-centered and performance-based. Specifically, learners will be able to: articulate at least three reasons for why borrowers should work with them for all their mortgage financing needs, match thirteen different APM Loan Programs with the corresponding details and highlights of each, and deliver a face-to-face presentation designed for realtors or other potential referral partners that illustrates compelling reasons for selecting them and APM as their Mortgage Advisor and lender of choice. Learning activities are well suited for adult, millennial learners, with the use of collaborative discussions, group exercises, and flipped classroom presentations. Learners should be well prepared to apply this training on the job with a direct correlation to their long term success. A pilot program is recommended so the evaluation framework can be implemented. Thereis also a need for additional collaboration between the training department and the branches to ensure supervisor support and transfer of learning.

Comments

Free and open access to this Campus Access Capstone is made available to the UMass Boston community by ScholarWorks at UMass Boston. Those not on campus and those without a Healey Library (UMass Boston) barcode may gain access to this Campus Access Capstone by visiting the UMass Boston campus.

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