Mortgage Training Specialist

Inlanta Mortgage
Pewaukee, WI Full Time
POSTED ON 2/24/2021 CLOSED ON 3/23/2021

Job Posting for Mortgage Training Specialist at Inlanta Mortgage

Description

The position requires a patient and approachable individual with a passion for making a difference and influencing change.  Plays a significant role in supporting and developing staff to become fully knowledgeable in all areas of the residential mortgage loan process.  Employee groups most targeted for development and training will be: Loan Officers, Loan Officer Assistants, Processors, Underwriters, and Closers.  Full compliance to all federal and state regulations, internal policies must be achieved.  The position reports to the Production Engagement Resource Center.

 

Essential Duties & Responsibilities:

  • Successfully train and coach new and existing employee groups to achieve targeted sales, service, and quality goals.
  • Proactively work with subject matter experts and internal/external business partners to obtain feedback and direction.
  • Develop and manage learning and training content through collaboration and research
  • Design and produce training content using Microsoft Office (Powerpoint, Word, Excel) and Google tools (Sheets, Docs, Slides).
  • Aid in the onboarding of new employees and advance continuing education for existing employees.
  • Conduct classroom and web-based training using effective presentation skills and classroom management
  • Collaborate with other instructors or subject matter experts to teach/learn additional programs and provide idea sharing and feedback.
  • Assess training outcomes by soliciting and reviewing feedback and evaluation of training work completed.
  • Develop alternative training methods if expected improvements are not seen.
  • Actively respond to email and phone questions regarding training work.
  • Work with all stakeholders to build relevant, appropriate learning solutions to advance company culture and success

 

Additional Duties:

  • Complete any additional duties assigned by management.
  • Assist Inlanta Mortgage employees and departments as needed.
  • Some limited travel (10%) may be necessary for training or conferences.

 

Supervisory Responsibilities: This position does not require supervisory responsibility.

 

Qualifications: The following requirements represent the knowledge, skills and abilities required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions:

 

 

 

  • Education/Experience: Associates/Bachelor’s degree in communications, human resources, or business major preferred. Experience working with mortgage lending or financial institutions required – experience in mortgage processing or loan origination a significant plus. Experience in training Lending QB or origination software a plus.  Demonstrated success in adult training required.
  • Computer Skills: A high level of understanding of various electronic Meeting Tools such as Zoom and Loan Origination Systems.  Good knowledge of all Microsoft products.
  • Organizational Skills: Strong work ethic, organizational skills, time management skills, ability to multi-task in fast moving environment.
  • Communication Skills: Ability to impart knowledge on others and be able to communicate through multiple channels and across all lines of the company effectively.
  • English Language Skills: Excellent grammar and diction. Ability to read and understand instructions and write correspondence. Ability to effectively communicate in one-on-one and group situations with customers, clients, and other employees of the organization. Dynamic and engaging training persona with the ability to create interest in learning by presenting an expectation of a return on the investment of training time.
  • Reasoning Ability: Be able to solve problems in situations when there is a limited amount of standardized procedures or processes in place. 
  • Certificates/Licenses/Registrations: None

 

Physical Demands:  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

While performing the duties of this job, the employee is regularly required to sit and/or stand for long periods of time. The employee is occasionally required to stoop, bend, or reach above the shoulders. Specific conditions of this job include frequent and continuous computer-based work requiring periods of close vision and ability to adjust focus.

 

Work Environment:  The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The work environment is that of a typical office environment. The noise level is usually moderate.

 

General Sign Off: Inlanta Mortgage is an Equal Opportunity Employer.

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