Operations Mortgage Trainer Remote
Paramus, NJ - USA
Job Summary
The Operations Mortgage Trainer will support the Longbridge Financial training and education program for Operations team members. Reporting to the Director of Training this is primarily a remote position responsible for executing the companys training and education program for Operations team members with periodic on-site travel for in-person sessions as needed per company travel policy.
The Operations Mortgage Trainer improves employee performance by identifying learning needs developing training solutions creating training materials based on adult learning models and delivering effective instruction so Operations team members have the knowledge and skills to perform their roles successfully. The role develops and delivers onboarding loan processing systems refresher product process compliance and soft-skills training across the organization.
Program Design & Delivery
- Design develop and deliver training programs for Operations team members covering onboarding process systems product and compliance training.
- Facilitate engaging virtual and in-person training sessions that support knowledge retention skill development and performance improvement.
- Manage new hire onboarding programs and training schedules so employees reach required proficiency levels within established timelines.
- Support change management efforts by developing and delivering training for new products processes technologies and operational initiatives.
Needs Assessment & Partnership
- Partner with Operations leadership the Head of Operations and Subject Matter Experts (SMEs) to identify training needs and learning gaps and translate business requirements into learning solutions.
- Conduct training needs analyses and provide targeted coaching refresher training and performance support to address knowledge gaps.
- Hold regularly scheduled meetings with Operations senior leaders to align training priorities with business needs.
Content Development & Maintenance
- Create and maintain training materials including job aids process guides presentations eLearning modules knowledge assessments and instructional videos.
- Review and recommend improvements to existing training content; analyze outdated material and process trends to prepare refresher courses as needed.
- Maintain current knowledge of company products systems policies procedures and regulatory requirements so training content stays accurate and current.
Training Effectiveness & Reporting
- Evaluate training effectiveness through assessments observations feedback and performance metrics and use the results to continuously improve programs.
- Track training participation completion and performance data using the learning management system (LMS) and other reporting tools.
- Increase the competency and productivity of experienced Operations professionals through group and individual training interventions.
Qualifications :
- Bachelors degree required or an equivalent combination of learning and development certification education and experience.
- 3 years of training and/or education experience.
- At least two years of experience in the mortgage industry; reverse mortgage experience preferred; direct experience with loan processing desired.
- Demonstrated ability to develop and deliver instructor-led virtual and self-paced training programs.
- Experience creating job aids process guides presentations eLearning content assessments and reference documentation.
- Knowledge of adult learning theories and a wide variety of training techniques and technologies.
- Experience partnering with business leaders and subject matter experts to develop and maintain training curricula.
- Strong knowledge of mortgage products loan origination processes operational workflows systems and regulatory requirements.
- Working knowledge of mortgage compliance regulations including RESPA TILA/TRID and HECM guidelines as they apply to training content.
- Familiarity with loan origination and servicing systems such as QR MeridianLink ICE LoanBridge Salesforce or similar platforms preferred.
- Experience using Learning Management Systems and eLearning development tools such as Articulate 360 Scribe Camtasia or similar platforms.
- Ability to analyze training effectiveness through feedback assessments quality reviews and performance metrics.
- Ability to work in a fast-paced environment under time constraints and manage multiple projects.
- Core skills: training delivery and facilitation curriculum development coaching and mentoring presentation skills data analysis and reporting relationship management and problem-solving adaptability organization time management attention to detail and a continuous learning mindset.
- Must be able to read analyze and interpret procedures manuals policies and regulations.
- Above average oral and written communication skills customer service and analytical skills.
- Intermediate working knowledge of PC applications (Word Excel MS Outlook)
Additional Information :
- Working in a growing and dynamic industry
- Full benefits: Medical Dental Vision FSA/HSA and wide array of voluntary products and discounts
- 401(k) with company match
- Paid time off
- This is a non-exempt role
- Target base salary range is 68-78K which is based on various factors including skills and work experience. This position is bonus eligible.
- LBF is an EEO/AA/Vet/Disabled Employer
- Please note that salaries that are estimated on various job sites may not reflect the actual compensation. Job sites set the estimated salary not Longbridge Financial.
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Remote Work :
Yes
Employment Type :
Full-time
About Company
Longbridge Financial, LLC (LBF) is an innovative company committed to responsibly helping senior homeowners reshape their financial future to improve their retirement. Our mission is to be consistently fair, transparent, and professional at all times with our employees, customers, and ... View more