Mortgage Operations Trainer

Overview Lakeview is looking for a Mortgage Operations Trainer to join the Originations Training Team. The primary responsibility of the Mortgage Operations Trainer is to facilitate and deliver learning solutions in a manner that engages the learner and produces desired outcomes. The secondary responsibility of this role is to create, maintain, and update training materials. The ideal candidate will have a background in training/coaching, specifically in the mortgage industry, and will be a hands-on team member who can both aid in the production of training materials as well as train individuals and teams in the organization on a variety of topics. This role reports to the AVP of Training, and they will work collaboratively with internal team members, individuals, and leaders across the organization. This fully remote role offers a competitive salary range of $80,000 to $110,000, an annual bonus, medical benefits starting on day one, and a company-matched 401(k). Responsibilities Facilitation of training via both instructor-led (when viable) and distance delivery methods Directly responsible for facilitation of training programs for all lending channels of Mortgage Originations Operations (fulfillment) team members at all experience levels, primarily in the Operations teams, but this could include Sales teams as well. The scope of this training is New Hire Training for all teams within Originations, training the Loan Origination Systems, Loan Products, Policies and Procedures, Regulatory and Compliance, and “Soft Skills” topics. The trainer will be responsible for evaluating learning needs and current practices (needs assessment), then make recommendations to the departmental manager concerning creating and delivering a training development plan, complete with materials and learning resources such as online modules and guides. Help to establish the training team’s processes and procedures to ensure consistent messaging, delivery, tracking, and reporting. Utilize interpersonal and observational skills to assess trainees’ understanding and progress, assess the training material and resources, and make recommendations and decisions regarding necessary adjustments to the training/learning program. Help to design and deliver assessments aligned with learning objectives, link the assessment results to measures of competence and business outcomes, and be prepared to report the results. Ensure that Lakeview’s customer-centric culture is exemplified, and that all communication is timely, professional, and positive. Maintain knowledge of company policies, procedures, underwriting guidelines, and compliance. Work collaboratively with SMEs, Managers, and Instructional Designers in the development of training programs and assessments; pilot materials and training programs, and make suggestions and recommendations to the Instructional Designers. Act as a learning consultant to determine if a training request is truly a training need, a communication need, or a coaching need, and work with the Manager/Department to draft the appropriate solution. Design and implement varying levels of evaluation. Performing miscellaneous tasks related to training and development. Travel may be anticipated at 1-2 times a quarter. Qualifications Bachelor's degree or equivalent work experience, such as 3-5 years of adult learning/training experience Extensive knowledge and experience of the mortgage industry (including regulations, mortgage loan products, and mortgage systems, a plus), knowledge of loan originations; Mortgage Operations experience is highly desired Excellent facilitation and presentation skills; ability to manage participants by addressing performance issues effectively and bringing problems to resolution Thorough knowledge of a wide variety of training techniques and technologies, including alternatives to lecture, strategies for addressing different learning needs, effective questioning techniques, and session reviews/debriefs Experience in using learning management systems, preferably Cornerstone, a plus Demonstrated understanding and application of adult learning principles Flexible and a self-starter; able to manage multiple projects and processes while remaining extremely detail-oriented Highly collaborative; equally effective as a project leader and a team player High level of proficiency with Microsoft Office Suite applications, including Word, Excel, PowerPoint, and Outlook Excellent interpersonal and communication skills, both written and oral Exceptional time management and organizational skills Extensive knowledge and experience of the mortgage industry, including regulations, mortgage loan products, and mortgage systems, a plus Ability to communicate complicated concepts and technical data in simple terms Lakeview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence, and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.