Mortgage Training Manager
Position Summary
We are seeking a dynamic and experienced Training Manager to lead the development, management, and delivery of training programs for our mortgage originations team. This role will oversee a team of 3–5 training professionals and work closely with sales, operations, and mortgage staff to ensure training initiatives align with business line priorities and performance objectives.
Key Responsibilities
- Lead and manage a team of training specialists responsible for instructional design, facilitation, and training logistics.
- Collaborate with business line leaders to identify training needs and align programs with strategic goals.
- Oversee the creation and continuous improvement of training content for sales, operations, and mortgage staff.
- Ensure training delivery methods (in-person, virtual, on-demand) are effective and scalable.
- Monitor training effectiveness through performance metrics, feedback, and post-training assessments.
- Maintain compliance with regulatory and internal policy requirements in all training materials.
- Manage training calendars, resource allocation, and reporting for training activities.
- Foster a culture of learning and professional development across the originations team.
Required Qualifications
- A combined minimum of 7 years' higher education and/or work experience including a minimum of 3 years' training or technical support work experience inclusive of at least 2 years of supervisory experience.
Preferred Qualifications
- Bachelor’s degree in Business, Education, or related field; Master’s preferred.
- 5+ years of experience in mortgage operations or sales training, with at least 2 years in a leadership role.
- Strong understanding of mortgage origination processes and regulatory environment.
- Proven ability to manage teams and drive performance through training.
- Excellent communication, facilitation, and project management skills.
- Experience with LMS platforms and instructional design tools.
Preferred Skills
- Certification in training or instructional design (e.g., CPTD, ATD).
- Familiarity with Encompass, Blend, or other mortgage technology platforms.
- Ability to analyze performance data and translate insights into training strategies.
Location
Williamsville, New York, United States of AmericaAverage salary estimate
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