Client Training & Development Specialist

Client Training & Development Specialist

We are seeking an experienced Client Development Trainer to design, build, and scale a comprehensive training curriculum with experience in non-Agency and non-QM lending. In this role, you will directly influence business growth by delivering high-impact training programs for our Third-Party Origination (TPO) partners, onboarding new clients, and empowering our internal teams. This is a unique opportunity to shape our educational strategy and drive operational excellence across our lending network.

Responsibilities and Duties:

• Develop and execute strategic training initiatives and materials that strengthen brand alignment, accelerate product adoption, and drive market share growth.
• Deliver targeted training sessions for TPO clients, including onboarding welcome calls, product webinars, and systems training; live facilitation is a core, ongoing part of this role, with volume fluctuating based on business needs and onboarding cycles.
• Collaborate with internal teams to develop and maintain products, systems, and operational process resources, including hands-on troubleshooting and updates as systems and processes change.
• Produce instructional video content for products and systems in partnership with Marketing.
• Develop robust instructional documentation and quick-reference tools to drive self-service learning.
• Maintain version control and accuracy across all learning resources, ensuring materials reflect the most up-to-date processes and system changes.
• Track and analyze training metrics and evaluate correlations between training participation and downstream outcomes (e.g., production, adoption, retention); report findings and recommendations to sales leadership and executive stakeholders.
• Consult with leadership for ongoing training needs.
• Oversee training administration, including enrollment management, session scheduling, and attendance tracking.

Education and Experience:

• Minimum five (5) years' previous experience as a mortgage industry trainer, with emphasis on structural design and live webinar training.
• Strong track record of managing multiple project timelines simultaneously with high attention to detail.
• Demonstrated experience applying instructional design best practices and educational technologies to create engaging learning materials through webinars, user guides and job aids (e-learning experience a plus).
• Proven ability to analyze complex information and produce highly detailed, accurate instructional materials.
• Exceptional written, verbal, and interpersonal communication skills, with a demonstrated ability to present complex concepts clearly to diverse audiences.
• Good interpersonal skills with all levels of management.
• Certification from talent and training or mortgage banking associations a plus.

Key

Competencies:

• Instructional Design & Delivery:
  Expertise in creating and delivering impactful and accurate training through webinars, user guides and job aids.
• Communication & Presentation
  
  Skills:
  
  Exceptional verbal and written communication abilities, with a proven ability to lead training sessions, create instructional content, and partner with marketing for educational videos.
• Cross-Functional Collaboration:
  
  Ability to consult with leadership and partner across departments (Sales, Marketing, Product, and Technology) to ensure training consistency and alignment.
• Project Management:
  Strong organizational skills to manage training schedules and multiple initiatives while maintaining quality and timeliness.
• Technical Acumen:
  Proficiency with mortgage systems (e.g., LOS and POS), training platforms, and instructional design tools.
• Analytical Thinking & Continuous Improvement:
  Use data and feedback to evaluate training effectiveness and identify areas for enhancement, aligning with evolving market and organizational needs.

How This Role Demonstrates Our Values:

• Integrity: Ensures all training content is compliant, accurate, and reinforces ethical lending practices—setting a consistent standard for both internal staff and external partners.
• Collaboration: Works across departments to unify training efforts and promote shared understanding of product offerings, processes, and system use.
• Excellence: Delivers high-quality training experiences that empower TPO clients, enhancing their knowledge and confidence in representing Verus products.
• Critical Curiosity: Continuously seeks new ways to improve training programs through research, stakeholder feedback, and data analysis—driving innovation in how knowledge is shared and retained.

Benefits:

• Competitive compensation package, including base salary and performance-based bonus opportunities
• 401(k) plan with 100% company match up to 4%
• Comprehensive health coverage: medical, dental, vision, HSA, and FSA options
• Generous paid time off: 20 days PTO, company holidays, and sick time
• Paid parental leave
• Company-paid life insurance and disability coverage
• Employee Assistance Program (EAP): mental health, financial, and wellness support
• Professional development:…