Mortgage Training Specialist

Location: Charlotte, NC

Open Position(s):  1

Job Description:

Indecomm is in search of a training resource on a contract basis (4 months to start – potential to renew or convert to FTE) to create and deliver mortgage learning with an emphasis on processing, along with the authorship of content in a variety of modalities supporting mortgage processing engagements. We are a fast paced, innovative team looking for a Mortgage Training Specialist that will work closely with the operations team in our Charlotte, NC office to help execute the onboarding and day to day training support for a variety of processing-based engagements. Mortgage Training Specialist will work closely with leadership and clients to build, convert and, and deliver content to a variety of learning modalities (classroom, webinar, self-study, etc.), and support client inquiries and needs as called for. A primary focus will be on the development, delivery, and maintenance of mortgage learning content focused on processing for team members onboarding and/or cross-training.

Key Responsibility Areas

    • Build a mortgage processing onboarding program based on Train-the-Trainer model and growing existing content as appropriate for learning needs
      – Experience with instructional design and Learning Management Systems, and/or learning development software a plus
    • Coordinate engagements for education delivery with internal and external clients
      – Managing workload/schedule between development and delivery needs based on guidance from leadership
    • Apply principles of instructional design and subject matter expertise in order to build out training materials
    • Stand and deliver training sessions as required by business needs
      – Resource capacity managed between operations and learning leadership
    • Support the development or authorship of new learning, policy, or procedural content
    • Assist in the planning, developing, and delivery of mortgage training projects based on project/business needs
      – Modalities include but aren’t limited to:
           Classroom events
           Web-based self-study courses

Must Have


    • Bachelors degree or equivalent professional experience
      – Learning and Development
      – Marketing
      – Communications
    • Industry designations preferred
      – CMB or AMP
    • Direct mortgage banking experience preferred
    • Strong presentation and classroom management expertise
    • Experience authoring, editing, and/or reviewing written documents, preferably on mortgage banking topics
    • Outstanding verbal and written skills, including authoring learning content and/or technical documentation
    • Outstanding interpersonal skills
    • Demonstrated commitment to client satisfaction and support
    • Strong organizational skills and the ability to manage multiple priorities successfully
    • Strict attention to detail and concern for accuracy
    • Self-motivated and able to perform detail-oriented job functions with limited supervision as well as participate in team efforts
    • Task oriented and deadline driven

    Skills, knowledge, professional requirements, etc.:

    • A thorough understanding of the mortgage process and key players in the industry
    • Ability to stand and deliver training to various sized audiences (including expertise in running remote or virtual sessions)
    • An understanding of Indecomm products and services
    • Experience in web-based course development or publishing
    • Proficiency in Office 365, including SharePoint
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