Mortgage Training Specialist

Location: US-based - Remote

Open Position(s):  1

Job Description:

Are you a training professional seeking an exciting opportunity in the mortgage learning and technology spaces? Do you have an eye for detail and a capacity to meet and exceed deadlines and goals? If so, we may have a great opportunity for you!

Indecomm is in search of a training professional to create and deliver mortgage learning with an emphasis on underwriting, along with the authorship of content in a variety of modalities supporting mortgage underwriting engagements. This is a remote, US position. 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 and remote teams to help execute the onboarding and day to day training support for a variety of underwriting-based engagements. The Mortgage Training Specialist will work closely with leadership and clients to build, convert, 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 underwriting 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