Mortgage Operations Trainer

Position Overview

The Mortgage Operations Trainer plays a critical role in developing operational excellence and fostering a collaborative culture within the mortgage team. This position combines Producer (P) qualities—delivering high-quality, practical training—with Integrator (I) skills—building strong relationships and promoting teamwork. The trainer also applies Administrator (A) principles to ensure compliance and process consistency, supporting the organization’s growth and adaptability.

• Producer (P):
  • Deliver effective, results-oriented training programs for mortgage operations staff.
  • Ensure employees gain practical skills to meet performance and productivity goals.
• Administrator (A):
  • Develop structured training materials aligned with regulatory requirements and company policies.
  • Maintain accurate training records and compliance documentation.
• Integrator (I):
  • Foster a positive learning environment that encourages collaboration and knowledge sharing.
  • Partner with managers and team leads to identify skill gaps and create tailored solutions.
• Entrepreneur (E):
  • Recommend innovative training methods and tools to improve engagement and efficiency.

• Education/
  
  Experience:
  
  
  • Strong operational knowledge of mortgage processes and compliance standards.
  • Excellent facilitation and interpersonal skills to integrate teams and build trust.
  • Ability to balance structure with adaptability in a dynamic environment.
  • 3+ years of experience in mortgage operations (processing, underwriting, closing) or training role within financial services.
  • Excellent communication, presentation, and facilitation skills.
  • Ability to design engaging training content and adapt to different learning styles.
• Travel: As needed travel internationally between United States and Mexico to meet business needs.
• Language: English preferred, Bi‑Lingual (English/Spanish) desired.
• Compensation: PMG will offer a competitive compensation package commensurate with the background and experience of the applicant.