Learning and Development

• Facilitate onboarding and training programs for Junior Account Executives and Account Executives in an onsite and virtual classroom environment
• Deliver engaging training sessions focused on mortgage systems, loan products, processes, workflows, compliance, and industry best practices
• Lead hands-on system training, walkthroughs, roleplays, exercises, and knowledge checks to reinforce learning and build confidence
• Provide one-on-one coaching and ongoing support to trainees throughout the onboarding and ramp-up process
• Partner closely with sales leadership and cross-functional teams to ensure training aligns with operational expectations and business needs
• Monitor trainee progress, participation, and performance, while providing feedback and recommendations to leadership
• Maintain training schedules, attendance records, and supporting documentation as needed
• Assist with new hire onboarding logistics, including training preparation, system access coordination, and classroom readiness
• Support continuous improvement efforts by identifying knowledge gaps, process challenges, and opportunities to enhance the training experience
• Stay current on mortgage industry updates, systems, products, and process changes to ensure training accuracy and effectiveness

EPM

Mortgage Sales Training Specialist