Project Manager – Legal Tech
LEAP Wealth
Training Specialist
Better
full-time
Posted on:
Location Type: Office
Location: Irving • Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $65,000 - $80,000 per year
Job Level
JuniorMid-Level
About the role
- Facilitate live and virtual training sessions for new and experienced sales professionals
- Teach mortgage fundamentals, Tinman workflows, compliance basics, and borrower engagement skills
- Sales coach production roles (objection handling, disclosures, rate conversations, etc.)
- Track trainee performance with KPIs such as speed-to-competency, talk-to-app ratios, and borrower satisfaction
- Collaborate with peers to innovate training activities, roleplays, and assessments
- Embody and enforce team IMPACT (Integrity, Mastery, Presence, Accountability, Clarity, and Tenacity)
Requirements
- 2+ years mortgage experience
- Strong public speaking and facilitation skills (in-person and virtual)
- Confidence managing groups and energizing audiences
- Basic understanding of mortgage lifecycle or proven ability to learn complex technical systems quickly
- Hands-on experience with Tinman or other LOS platforms (Encompass, Blend, Optimal Blue, Melo, Salesforce, LOLA, Ignite) is preferred
- Mortgage industry experience (LC, LOA, processor, or operations) preferred
- Corporate training, coaching, or instructional design background preferred
- Sales training or customer-facing leadership experience preferred
- Certifications (ATD CPLP, SAFE Act, coaching credentials) preferred
Benefits
- Benefits eligibility effective DAY ONE
- $0 medical plan premium offering coverage nationwide paired with our Health Savings Account that includes an employer contribution (*Additional Medical, dental, vision plan options also all with nationwide coverage)
- Flexible PTO
- Immediate virtual mental health support by licensed therapists for our employees and their eligible dependents age 6 and up; First few visits at no cost to you
- Personalized care for every fertility and family care journey for our employees and their partner
- Dependent care benefits (childcare and/or elder care costs) and commuter benefits both include a company match
- Discount programs and perks including pet Insurance
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
mortgage fundamentalsTinman workflowscompliance basicsobjection handlingdisclosuresrate conversationsKPI trackingsales traininginstructional designcustomer-facing leadership
Soft skills
public speakingfacilitationgroup managementaudience engagementcollaborationinnovationcoachingaccountabilityclaritytenacity
Certifications
ATD CPLPSAFE Actcoaching credentials
