Mortgage Processing Trainer

About the role

The Mortgage Processing Trainer is a key member of the Processing Department responsible for developing, coaching, and supporting new and developing mortgage processors.

Responsibilities

• Provide structured training and hands-on coaching to new processors throughout the onboarding and development process.
  • Deliver training on mortgage processing requirements, third-party documentation, borrower documentation, systems, workflows, compliance expectations, and departmental procedures.
  • Teach processors how to appropriately analyze and respond to conditions and understand their responsibilities throughout the processing lifecycle.
  • Shadow processors as they work to identify knowledge gaps, reinforce proper processes, and provide real-time coaching.
  • Adapt training methods and materials to accommodate different learning styles, experience levels, and areas of development.
  • Provide additional or remedial training when a processor needs further support before progressing to independent processing.
• Conduct Training Reviews (TRs) to evaluate the accuracy, completeness, and consistency of a trainee's processing work.
  • Establish and follow a phased Training Review schedule based on the processor's progress and demonstrated competency.
  • Use Training Review findings and day-to-day observations to identify trends, recurring errors, and opportunities for additional coaching.
  • Provide timely, specific, and constructive feedback to trainees and clearly communicate expectations for improvement.
  • Partner with the Processing Manager when significant performance or training concerns are identified.
  • Monitor trainee progress and ensure required training milestones are completed before transitioning processors to independent work.
  • Conduct quarterly Training Reviews of established processors across both Branch and Corporate Processing to evaluate processing accuracy, adherence to company procedures, and overall processing quality.
  • Review quarterly Training Review findings directly with the processor and provide coaching or clarification when opportunities for improvement are identified.
  • Partner with the Processing Manager to review quarterly Training Review results, identify recurring trends or department-wide training opportunities, and determine appropriate follow-up or additional training.
• Serve as the primary liaison between the Processing Department and the Training Department.
  • Identify departmental training needs, recurring processing issues, and opportunities for process improvement.
  • Communicate identified training gaps and processing trends to the Training Department.
  • Collaborate with the Training Department to develop, update, and improve training programs, materials, job aids, and courses.
  • Help ensure training content accurately reflects current Processing Department procedures, system functionality, compliance requirements, and company expectations.
  • Provide feedback to the Training Department regarding the effectiveness and applicability of training materials and programs.
  • Aid in implementing new processes, system changes, and company initiatives by helping translate changes into practical processor training.
• Maintain a minimal processing pipeline, as assigned by the Processing Manager, to remain actively engaged in the loan process and maintain current knowledge of Processing Department procedures, systems, and industry practices.
  • Provide processing support for transitioning Loan Officers, processors, or other team members when appropriate.
  • Use hands-on processing experience to ensure training remains practical, relevant, and aligned with the realities of day-to-day loan processing.
• Maintain accurate tracking of processor training progress, milestones, Training Reviews, and areas requiring additional development.
  • Monitor the Processor Training email inbox and manage training-related communications in a timely and professional manner.
  • Maintain appropriate documentation of training activities and trainee progress.
  • Record and archive training sessions and educational content when appropriate to provide ongoing reference resources.
  • Communicate trainee progress, challenges, and anticipated training completion timelines to appropriate stakeholders, including the Processing Manager and branch leadership.
  • Provide additional training sessions or targeted coaching based on individual or departmental needs.
• Afford assistance in developing and maintaining current training manuals, job aids, reference materials, courses, and other educational resources.
  • Identify outdated, unclear, or ineffective training content and recommend improvements.
  • Ensure training materials remain aligned with current company procedures, mortgage industry requirements, system functionality, and Processing Department expectations.
  • Identify opportunities to improve the processor onboarding and development experience.
  • Use feedback, Training Review results, and observed processing trends to continuously improve training effectiveness.

Qualifications

• Prioritize 3+ years of mortgage processing experience with demonstrated expertise in the processing lifecycle.
• Show strong working knowledge of mortgage documentation, processing requirements, and applicable compliance standards.
• Show demonstrated proficiency with mortgage processing systems, including Nano and XDoc.
• Show a strong understanding of borrower documentation.