As a Mortgage Trainer, you will assist to onboard new team members. Providing support for training and facilitating learning via classroom instruction or virtually; incorporating a variety of methods to accommodate adult learning styles. The Mortgage Trainer will support mortgage departments in establishing, coordinating and organizing training. In addition, collaborating to provide one-on-one mentorship and on-going training. Will keep abreast of all processes and changes effecting Financial Services. Mortgage Trainer should be highly skilled in the department functions in order to assist as needed. Also ensuring the team is working efficiently and accurately.

We trust that as a Mortgage Trainer you will: (responsibilities)

• Develops and maintains a regular effective training schedule
• Training support for Processing and/or Origination Experience when assigned to those departments
• Review and monitor training in the areas of processing/origination for Conventional, FHA, VA & USDA loan program guidelines
• Monitor training for origination compliance disclosures (existing and updates)
• Identify and coordinate training in the following areas: analyzing credit reports, bank statements, tax returns and calculating income
• Review work and files for compliance and quality,
• Provide development feedback to managers fostering accelerated assimilation
• Partners with department SMEs to obtain training content
• You are willing to perform other duties as assigned
• Support and partner with the Mortgage Disclosure Desk and Closing Fulfillment teams.
• Experienced in mortgage loan disclosures and loan closings.

• Train team members to: audit, verify and ensure mortgage loan disclosures and closing disclosures are accurate and comply with regulation timelines
• review, prepare and send out disclosures throughout the loan process while ensuring accuracy

• Approachability
• Ethics & Integrity
• Leadership
• Passion & Patience
• Sense of Urgency
• Strategic Thinking

• Proficient Processing and/or Origination Experience for assistance to those departments
• Proficient understanding of FHA, VA, and Conventional underwriting requirements and guidelines
• Proficient with analyzing credit reports, assets and calculating income including tax returns
• Ability to restructure loans when assisting origination and processing departments
• Familiar with and aware of the required disclosures
• Oral and written communication skills, meet deadlines and conduct business in a professional manner required
• Be able to prioritize tasks and function independently
• Possess a positive attitude, be flexible in fast-paced environment, be a team player and be willing to constructively contribute to the department
• Ability to maintain confidentiality

• 3 - 4+ years of mortgage lending experience in current lending environment required
• Desired training experience, ability to facilitate
• Strong organizational and time management skills
• Knowledge of Microsoft Word, Outlook, Excel, PowerPoint required
• Knowledge of Ellie Mae Encompass LOS preferred

• This position is considered a non-exempt position for purposes of wage-hour law, which means that you will be required to keep a time record and will be eligible for overtime pay.

• Report to Division/Corporate Office/Community daily and adhere to schedule
• Ability to access, input, and retrieve information from a computer and/or electronic device
• Ability to have face to face conversations with customers, co-workers and higher level manager
• Ability to sit or stand for long periods of time and move around work environment as needed
• Ability to operate a motor vehicle if applicable
• Comply with company policies and procedure

• Must be able to able to remain in a stationary position up to 50% of the time
• The ability to frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds