Process Trainer

3 weeks ago


Chennai Tamil Nadu India, Tamil Nadu Consolidated Analytics Full time

Process Trainer – U.S. Mortgage Underwriting

Location: Work from office - Chennai, Tamil Nadu (supporting U.S.-based operations)

Key Responsibilities

  • Serve as a Subject Matter Expert (SME) in U.S. mortgage originations and/or pre-underwriting, ensuring in-depth domain knowledge is shared across the team.
  • Design and deliver training programs—from onboarding new hires to upskilling experienced professionals—with materials like modules, case studies, training videos, and SOPs.
  • Conduct audits of proof-of-concept transactions or underwriting processes using client-defined templates, and provide structured, documented feedback to trainees.
  • Participate in regular calibration calls with internal and client stakeholders to align on performance expectations and ensure training efficacy.
  • Manage training databases, generate daily/weekly reports, and perform Training Needs Analysis (TNA/TNI) to track progress and optimize programs.
  • Lead knowledge transfer during new project transitions, leveraging global virtual teams to standardize content and share best practices.
  • Highlight the business impact of training interventions to demonstrate value and help align learning curves with industry standards.

Skills & Qualifications

  • 5+ years of experience in U.S. mortgage originations or pre-underwriting delivery/training roles.
  • Strong proficiency in training content development: SOPs, process documentation, and educational materials.
  • Excellent communication skills (English – written and verbal) and stakeholder collaboration capabilities.
  • Proficient with Microsoft Office tools: Excel (reporting, data analysis), Word, and PowerPoint



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