Sr Mortgage Sales Training Specialist

About the role

At Summit Credit Union, you'll play a critical role in developing, coaching, and supporting Mortgage Loan Officers.

Responsibilities

• Design, develop, and facilitate engaging training programs that create positive learning experiences and achieve established learning and performance objectives.
• Provide onboarding, coaching, and ongoing development for new and existing Mortgage Loan Officers.
• Serve as a subject matter expert on Summit's mortgage products, services, sales processes, and systems, including Mortgage Cadence.
• Partner with Learning & Development to create and maintain training content that enhances individual, team, and organizational performance.
• Evaluate and update training curriculum to ensure content remains current, relevant, and aligned with industry best practices.
• Support change management initiatives and business projects by leading training efforts that drive adoption and business results.
• Collaborate with leaders and cross-functional teams to identify skill gaps and implement development solutions that support organizational goals.
• Promote knowledge sharing, continuous learning, and professional growth across the Mortgage Sales team.
• Ensure training and business practices support compliance with BSA, OFAC, and Customer Identification Program (CIP) requirements.
• Measure training effectiveness and recommend improvements that enhance employee performance and the member experience.

Requirements

• Bachelor's degree or an equivalent combination of relevant education and professional experience.
• 5+ years of consumer banking experience.
• Strong knowledge of first mortgage products, processes, and lending practices.
• Experience identifying member needs and recommending lending solutions that support individual financial goals.
• Proven ability to train, coach, and motivate employees through both technical and soft-skill development.
• Excellent verbal, written, presentation, and facilitation skills.
• Able to build relationships and effectively collaborate with leaders, business partners, and team members.
• Proficiency in Microsoft Office applications.
• Intermediate knowledge of mortgage platforms and related technology solutions.
• Strong organizational, project management, and problem-solving skills.

Qualifications

• Ability to build relationships and effectively collaborate with leaders, business partners, and team members.
• Proficiency in Microsoft Office applications.
• Intermediate knowledge of mortgage platforms and related technology solutions.
• Strong organizational, project management, and problem-solving skills.

Skills

• Ability to build relationships and effectively collaborate with leaders, business partners, and team members.
• Proficiency in Microsoft Office applications.
• Intermediate knowledge of mortgage platforms and related technology solutions.
• Strong organizational, project management, and problem-solving skills.

Benefits

• Close partnership with both Mortgage Sales and Learning & Development teams.
• The ability to influence training strategy, curriculum development, and organizational performance.
• A collaborative culture that values learning, innovation, teamwork, and continuous improvement.

Pay

Competitive compensation package.

Schedule

Full-time position.