Mortgage Sales Training Specialist

EPM

Mortgage Sales Training Specialist at EPM facilitating onboarding for Junior and Account Executives. Focusing on hands-on training in mortgage systems and processes for success from day one.

Posted 5/28/2026full-timeAtlanta • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

3+ years of experience facilitating training, onboarding, coaching, or employee development programs preferred
2+ years Mortgage industry experience is required, with strong knowledge of mortgage processes, terminology, systems, and operations. Previous sales experience preferred.
Bachelor’s degree in business, human resources, communication, or related field.
Strong presentation and communication skills with the ability to engage and connect with learners at all levels
Comfortable leading both group training sessions and individual coaching conversations
Ability to explain complex processes and systems in a clear, practical, and easy-to-understand way
Highly organized with strong time management skills and the ability to manage multiple priorities in a fast-paced environment
Strong interpersonal skills with a collaborative, supportive, and team-oriented mindset
Proficiency in Microsoft Office Suite and experience working within mortgage-related systems and platforms
Passion for employee development, learning, and helping others succeed
Ability to work onsite full-time in our Atlanta office

Benefits

Comp & perks

EPM is an equal opportunity employer committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic.

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Hard Skills & Tools

facilitating trainingonboardingcoachingemployee developmentpresentation skillstime managementprocess explanationmortgage processesmortgage terminologymortgage operations

Soft Skills

strong communication skillsengagementcollaborative mindsetsupportive attitudeorganizational skillsability to manage multiple prioritiesinterpersonal skillsteam-oriented mindsetpassion for employee developmentability to connect with learners

Certifications

Bachelor’s degree in businessBachelor’s degree in human resourcesBachelor’s degree in communicationrelated field degree