Mortgage Trainer Team Lead

Schedule: Mon - Fri Flex

Overview:

Regularly review training content for detail accuracy and to ensure professionalism.

Conduct mortgage training as required.

Participation in the development, implementation, and evaluation of mortgage projects with department coordinators and team members. Provide universal communication to keep mortgage personnel informed of project or updates. Fulfill other leadership duties as assigned.

Responsibilities:

1. Assumes responsibility for development and implementation of effective mortgage

training procedures and programs. Assumes responsibility for the effective

1. Monitors, motivate and supports mortgage training staff to ensure high quality work and efficiency in daily operations are maintained.
2. Provides leadership to mortgage training personnel.
3. Assists in identifying mortgage training and development needs within Credit

1. Designs effective agenda and lesson plans for training requests with support materials, guest speakers, PowerPoint presentations, manuals and workbooks.
2. Develop and conduct on-site, off-site, individual training or group withsupport as needed.
3. Develops and conducts update, review and continuing education training as needed.
4. Evaluates mortgage origination, processing and underwriting lending policies,

1. Conveys and clarifies policies and procedures and acts as a mortgage resource for previously trained mortgage personnel.
2. Ensures consistency in the implementation of mortgage lending policies and procedures throughout mortgage operations.
3. Monitors the quality of mortgage lending and makes recommendations for

1. Assumes responsibility for establishing and maintaining effective communication and

1. Attend and participate with committee meeting to review mortgage industry and

1. Provide related information to mortgage trainers and coordinates dissemination to

1. Act as a liaison to keep staff informed of changes to policies, procedures and investor updates.
2. Keep management informed of area activities, training concerns and any significant

1. Complete required reports and related documents promptly and accurately.
2. Attend meetings as required.
3. Promote positive working relations with staff, members and business contacts.

1. Assume responsibility for participation and proactive assistance with implementation and development for future mortgage training sessions and credit union career path development learning.

1. Create and assist with design of mortgage courses within the Development Center to

1. Keep management informed and updated with progress of interactive training.
2. Attend meetings required.
3. Maintain working relations within departments.
4. Incorporate updated current mortgage lending policies and procedures in accordance

1. Schedule and conduct effective quarterly, monthly updates and/or mini courses for all

1. Create continuing education requirements for department equivalent with industry

1. Monitor and track participants training attendance for reporting purposes and certification.

1. Assumes responsibility for maintaining professional working relations with members and mortgage personnel and business contacts. (Realtors, Builders, Brokers)

1. Provide support to staff as required.
2. Ensure mortgage loan requests are handled in a professional manner and in the best

1. Promote proactive sales oriented approach for mortgage and credit union selling skills.
2. Maintain and project the Credit Union’s professional reputation.
3. Maintain confidentiality.
4. Participate and /or conduct informative Mortgage related Seminars for members, staff

1. Assumes responsibility for related duties as required or assigned.

1. Conducts monthly one on ones and performs performance appraisal evaluations for

1. Maintains a Professional high performance level of presentation and training skills.
2. Stays current on training programs and standard training procedures.
3. Keeps work area clean, well-maintained and secure.d. Performs leadership support functions as required within the department.

Qualifications:

Training/Education/Certification:

• Mortgage and/or Consumer Lending experience 3-5 years’ experience.
• High School Graduate.
• Additional business and financial coursework preferred.

Required Knowledge:

• Thorough knowledge of Credit Union loan services, policies, procedures and regulations.
• Understanding of training and development processes.
• Knowledge of consumer loans, short term real estate loans, mortgage programs and

• Understanding of secondary investor programs, lot, construction, government,

• Understanding of alternative solutions.
• Microsoft Office products (Excel, Word and Power Point)

Experience Required:

• Minimum of 3-5 years of progressive mortgage lending experience
• Minimum of 2 years mortgage lending training experience.
• Supervisory experience (minimum of 2 years preferred)

Skills/Abilities:

• Excellent communication and presentation skills.
• Professionalism.
• Cooperative and willing to assist others.
• Strong organizational abilities.
• Able to motivate and lead others.
• Able to use all related computer and business applications.
• Flexible and able to adapt to new procedures.
• Self directed and able to work with minimal direction.
• Ability to identify process Gaps and recommend solutions.
• Ability to coordinate schedules to ensure timely and effective training is always provided