Operations Mortgage Trainer

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

📋 Description

• Assist in the training and education initiatives for Longbridge Financial’s Operations team members.

• Implement the organization's training and educational programs tailored for Operations personnel.

• Assess learning needs and create training solutions rooted in adult learning principles.

• Develop training materials and provide effective instructional delivery.

• Design and conduct onboarding, loan processing systems, refresher, product, process, compliance, and soft-skills training.

• Create, develop, and implement training programs addressing onboarding, processes, systems, products, and compliance.

• Facilitate both virtual and in-person training sessions.

• Oversee new hire onboarding programs and manage training schedules.

• Assist in change management by crafting and conducting training for new products, processes, technologies, and operational strategies.

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

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

• Schedule regular meetings with Operations senior leaders to align training objectives with business demands.

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

• Review and enhance existing training content and create refresher courses.

• Stay up-to-date with company products, systems, policies, procedures, and regulatory standards.

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

• Monitor training participation, completion, and performance data utilizing the Learning Management System and other reporting tools.

• Enhance the competency and productivity of seasoned Operations professionals through individual and group training interventions.

⛳️ Requirements

• A Bachelor’s degree is required, or an equivalent mix of learning and development certification, education, and experience.

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

• At least two years of experience within the mortgage sector.

• Experience in reverse mortgages is preferred.

• Direct experience with loan processing is desired.

• Capable of developing and delivering instructor-led, virtual, and self-paced training programs.

• Proficient in creating job aids, process guides, presentations, eLearning materials, assessments, and reference documentation.

• Familiarity with adult learning theories and various training techniques and technologies.

• Experience working alongside business leaders and subject matter experts to develop and sustain training curricula.

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

• Working knowledge of RESPA, TILA/TRID, and HECM regulations.

• Familiarity with loan origination and servicing systems like QR, MeridianLink, ICE, LoanBridge, Salesforce, or similar platforms is preferred.

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

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

• Capability to thrive in a fast-paced environment under time constraints while managing multiple projects.

• Core competencies include training delivery and facilitation, curriculum development, coaching and mentoring, presentation skills, data analysis and reporting, relationship management, problem-solving, adaptability, organization, time management, attention to detail, and a commitment to continuous learning.

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

• Above-average oral and written communication skills, along with strong customer service and analytical abilities.

• Intermediate proficiency in PC applications including Word, Excel, and MS Outlook.

🏝️ Benefits

• Grow With Us – investment in employees through top-notch training and clear career paths.

• Team-building events.

• Friendly competitions.

• Open communication and collaborative culture.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• HSA.

• FSA.

• Generous PTO.

• Paid holidays.

• Company-paid life insurance.

• 401(k) with company match.

• Voluntary products and discounts.

• Bonus eligibility.