Mortgage Sales Trainer

About the role

The Mortgage Sales Trainer is responsible for designing, delivering, and continuously improving training programs that enhance the skills and knowledge of the mortgage sales team. This role focuses on ensuring that sales representatives are equipped with the necessary product knowledge, sales techniques, regulatory compliance, and customer service skills to drive sales performance and deliver exceptional client experiences.

Key Responsibilities

• Develop and deliver engaging training sessions on mortgage products, sales techniques, market trends, compliance, and customer service.
• Assess training needs and identify skill gaps within the sales team.
• Create training materials, manuals, and e-learning modules tailored to different experience levels.
• Monitor and evaluate the effectiveness of training programs through assessments, feedback, and performance metrics.
• Collaborate with sales managers and leadership to align training with business goals and sales targets.
• Provide ongoing coaching and support to sales staff to improve their sales techniques and product knowledge.
• Stay current with industry regulations, mortgage products, and sales best practices.
• Facilitate onboarding and continuous development programs for new and existing mortgage sales representatives.
• Lead group workshops, role-playing exercises, and one-on-one coaching sessions.
• Track and report on training outcomes and progress.

Location and Schedule

This is a full-time, office-based position in a modern, cozy environment in our Fort Lauderdale HQ. Our standard working hours are Monday to Friday, 9:00 AM to 6:00 PM, promoting a healthy work-life balance.

Skills & Qualifications

• Proven experience in mortgage sales and/or mortgage sales training.
• Strong knowledge of mortgage products, loan processes, and regulatory requirements.
• Excellent communication and presentation skills.
• Able to design and implement effective training programs.
• Coaching and mentoring experience is highly desirable.
• Proficient with training software, learning management systems (LMS), and virtual training tools.
• Strong organizational and time-management skills.
• Bachelor’s degree in business, finance, education, or related field preferred

What We Offer | Career and Culture

• Company Culture: Inclusive, supportive company culture where you are not a number, but a voice that's heard and brings value.
• Growth Path: Defined paid training and clear pathways for career development.
• Benefits: Comprehensive benefits package including PTO, sick days, paid volunteer hours, medical, dental, vision insurance, and 401(k).

Department

Human Resources

Role

L&D- Mortgage Sales Trainer

Locations

Ft. Lauderdale HQ

About AD Mortgage

AD Mortgage is a broker-voted Top 5 U.S. wholesale lender, and recognized as a top Non-QM lender in the U.S. With 20 years in the industry, we offer a full range of loan programs, including DSCR, Bank Statement, FHA, and Conventional loans.