Operations Mortgage Trainer

This is a fully remote position, open to applicants in New Jersey.

📋 Description

• Assist in the training and education program for the Operations team at Longbridge Financial.

• Create, develop, and conduct onboarding, process, systems, product, compliance, and soft-skills training.

• Engage participants in both virtual and in-person training sessions.

• Oversee new-hire onboarding initiatives and training timelines.

• Design training for new products, processes, technologies, and operational projects.

• Collaborate with Operations leadership, the Head of Operations, and subject matter experts to determine training needs and identify learning gaps.

• Perform training needs assessments and offer coaching, refresher training, and performance support.

• Regularly meet with senior Operations leaders to ensure training priorities align with business objectives.

• Develop and sustain job aids, process guides, presentations, eLearning modules, knowledge assessments, and instructional videos.

• Review and enhance training materials and prepare refresher courses as necessary.

• Stay updated on products, systems, policies, procedures, and regulatory standards.

• Assess training effectiveness through evaluations, observations, feedback, and performance indicators.

• Monitor training participation, completion rates, and performance data using the LMS and other reporting tools.

• Enhance competency and productivity via group and individual training interventions.

⛳️ Requirements

• Bachelor’s degree required, or a relevant combination of learning and development certification, education, and experience.

• 3+ years of experience in training and/or education.

• Minimum of two years in the mortgage industry.

• Preference for candidates with reverse mortgage experience.

• Direct experience in loan processing is desired.

• Skill in developing and delivering instructor-led, virtual, and self-paced training programs.

• Experience in creating job aids, process guides, presentations, eLearning content, assessments, and reference documentation.

• Knowledge of adult learning theories, training techniques, and technologies.

• Experience collaborating with business leaders and subject matter experts to build and maintain training curricula.

• Strong understanding of mortgage products, loan origination processes, operational workflows, systems, and regulatory standards.

• Familiarity with RESPA, TILA/TRID, and HECM guidelines.

• Preferred experience with loan origination and servicing systems such as QR, MeridianLink, ICE, LoanBridge, Salesforce, or similar platforms.

• Experience with Learning Management Systems and eLearning development tools such as Articulate 360, Scribe, Camtasia, or similar platforms.

• Ability to evaluate training effectiveness through feedback, assessments, quality reviews, and performance metrics.

• Capacity to thrive in a fast-paced environment, manage multiple projects, and meet time constraints.

• Core competencies include 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 ongoing learning.

• Proficient in reading, analyzing, and interpreting procedures, manuals, policies, and regulations.

• Above-average oral and written communication, customer service, and analytical skills.

• Intermediate proficiency in Word, Excel, and MS Outlook.

🏝️ Benefits

• Medical, dental, vision, FSA/HSA.

• Voluntary products and discounts.

• 401(k) with company match.

• Paid time off.

• Paid holidays.

• Company-paid life insurance.

• Opportunities for professional growth and advancement.

• Team-building activities and friendly competitions.

• Eligibility for bonuses.

• Remote work with occasional on-site travel for in-person sessions.