Mortgage Trainer

The Mortgage Trainer provides ongoing training and coaching to Call Center Loan Advisors. The position is designed to help create an atmosphere of continuous performance development within the Call Center and ensures the Mission of Sales Development is being carried through the team’s initiatives. This individual will assist with training Call Center Loan Advisors. The ideal candidate will have a combination of training experience and mortgage sales experience.

• Train Loan Advisors on systems, processes and procedures, sales scripts, compliance requirements, and customer service skills.
• Manage Loan Advisors during the production phase of training, including the use of call scripts, sales skills, best practices to meet or exceed performance goals, and training reinforcement.
• Lead call reviews and coaching sessions.
• Analyze production reports that contain key performance indicators.
• Provide progress updates to sales leaders when transitioning Loan Advisors from training to the sales teams.
• Demonstrate a strong functional knowledge of all Call Center products and underwriting guidelines.
• Assist with development of training materials for coaching sessions and classroom presentations.
• Report to the Manager of Sales Development. Collaborate with team members to help execute the mission statement.
• Help execute Call Center initiatives and training pilots.
• Comply with all company policies and procedures.
• Maintain regular and punctual attendance.

Performs other related duties as assigned.

This position is an individual contributor.

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Initiative-taker, goal-oriented professional who is focused on providing the highest level of customer service.
• Ability to obtain state mortgage originator licenses through process of completing necessary

• Min. 3 years Mortgage Sales Experience or related training experience.
• Associate or bachelor’s degree from a college or university; and/or 3+ year related experience and/or training; or equivalent combination of education and experience.

None Required

Problems and issues faced are general, and may require understanding of broader set of issues but typically are not complex. May require familiarity with the financial/mortgage (or job-specific) industry. Problems require understanding of other job areas. Problems are typically solved through drawing from prior experiences, with analysis of the issue.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand;

walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.

The company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws.

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization.