Mortgage Trainer
Listed on 2026-05-22
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Finance & Banking
Banking & Finance
Overview
Responsible to prepare, organize, conduct training, and provide supplemental support to all mortgage departments. Effectively coordinates, schedules, plans and presents training staff to ensure that all areas of AFCU Mortgage training activities are delivered professionally and in accordance with guidelines. This position provides knowledge and skills to effective training which supports the strategic objectives of mortgage lending, training support will be provided as needed to cover all Mortgage functions.
Assists Team Lead with the planning, coordinating and participating in the development, implementation and evaluation of mortgage various training programs. Conducts mortgage loan training sessions in a classroom setting as well as on-site, in person and virtual to ensure mortgage functions are completed in accordance with Credit Union standards and regulations. Evaluates participant performance in relation to expectations and training curriculum.
Assists in preparing and disseminating industry and investor announcements and updates to mortgage staff. Identifies problems and conveys possible resolutions. Completes miscellaneous duties as assigned.
- a. Assists in identifying mortgage training and development needs within Credit Union.
- b. Designs effective agenda and lesson plans for training programs with support materials, audio visual aids, guest speakers, computer presentations, manuals and workbooks.
- c. Develop and conduct on-site and virtual individual training and support as needed.
- d. Develops and conducts update, review and continuing education training as needed.
- e. Evaluates mortgage origination, processing, compliance and underwriting lending policies and procedures and makes suggestions for improvement.
- f. Answers questions and assists with loan problems. Conveys and clarifies policies and procedures and acts as a mortgage resource for previously trained mortgage personnel.
- g. Ensures consistency in the implementation of mortgage lending policies and procedures throughout mortgage operations.
- h. Monitors the quality of mortgage lending and makes recommendations for improvement through staff training.
- a. Attend and participate with committee meeting to review mortgage industry and investor updates.
- b. Provide related information to mortgage trainer team lead and dissemination to employees, coordinate monthly training and update training for mortgage staff as appropriate.
- c. Act under the direction of the trainer team lead and management, as a liaison between mortgage origination, processing and underwriting to keep staff informed of changes to policies, procedures and investor updates.
- d. Keep management informed of area activities, training concerns and any significant problems.
- e. Assess training needs with feedback.
- f. Complete required reports and related documents promptly and accurately.
- g. Attend meetings as required.
- h. Administers new procedures and policies in mortgage training programs under the direction of Team Lead and Management.
- i. Promote positive working relations with staff, members and business contacts.
- a. Create and assist trainer team lead with design of mortgage courses within the Development Center to promote mortgage products for credit union career path.
- b. Keep management informed and updated with progress of interactive training.
- c. Attend meetings required.
- d. Maintain working relations within departments.
- e. Incorporate updated current mortgage lending policies and procedures in accordance with Credit Union regulations.
- f. Schedule and conduct effective quarterly,…
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