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Mortgage Corporate Trainer

Mutual of Omaha Mortgage

Mortgage Corporate Trainer

San Diego, CA +1 location
Full Time
Paid
  • Responsibilities

    Job Description

    Mutual of Omaha is a Fortune 400 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees. 

    We offer an extensive compensation package. Benefits include Medical, Dental, and Vision insurance, company paid life insurance, 401K with a generous employer match and additional benefits such as Free Legal Services and an Employee Loan Program.

    Mutual of Omaha Mortgage is a full service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers and Mortgage Bankers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs please review and apply for our opening below!

    JOB PURPOSE:

    The Mortgage Corporate Trainer plays an important role in the organization by performing a number of activities related to the Company’s Sales and Operations training functions. The role is primarily responsible for providing all new hire training and other loan production personnel whether in-person or webinar on-the-job training to all new employees, as well as ongoing training support related to systems, programs, policies, and compliance requirements.  The National Sales Trainer may create job aids and training materials related to their functional area of expertise and serves as an internal subject matter expert, trainer and resource.

     

    DUTIES AND RESPONSIBILITIES:

     

    • Conduct training sessions for new and existing employees focusing on system upgrades/changes, area requiring additional instruction, best practices, regulatory compliance etc.
    • Maintain and coordinate the new hire process including onboarding of new hires into the company.
    • Create new hire training program that ensures new hires are successfully transitioned into the company.
    • Set monthly company training schedule and new hire training schedule for Sales and Operations team
    • Create, consistently review and upkeep Policies and Procedures.
    • Train new and existing employees on a variety of systems including Encompass, Reverse Vision, and Total Expert (CRM).
    • Deliver training in multiple platforms including conference call, webinar, pre-recorded videos, on-site, etc.
    • Assist Leadership Team with identifying critical training needs for the sales and operations teams
    • Plan and oversee ongoing training efforts to further develop usage of the CRM, Sales Tools and LOS systems
    • Manage the instructional design and delivery of new programs from initiation to implementation, including design documentation, storyboarding, content development, deployment, and training of new programs
    • Draft loan or compliance related procedure, policies, and processes to ensure accuracy and clarity
    • Promote the resources available on the intranet to encourage greater usage and knowledge
    • Perform other duties as assigned

    QUALIFICATIONS:

    • Minimum of 1 year of experience in Reverse Mortgage Industry
    • Previous Operations and Sales experience preferred
    • Training background preferred.
    • Must be able to train remotely.
    • Prior experience developing and delivering content
    • Corporate background training preferred
    • Ability to be patient and train less experienced team members, respond to questions, and build capabilities
    • Strong verbal and written communication skills, including public speaking skills
    • Self-motivated and able to work with minimal supervision when needed
    • Ability to manage multiple priorities; strong detail orientation and highly organized
    • Ability to be flexible to assist with additional projects that are introduced based on the needs of the department

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  • Locations
    San Diego, CA • Irvine, CA