Process Trainer

1 month ago


Bengaluru, India Firstsource Full time

A RP Sanjiv Goenka Group company. Firstsource is a leading provider of customized Business Process Management (BPM) services. We are trusted custodians and long-term partners to 100+ leading brands with a presence in the US, UK, India, and Philippines. Our ‘rightshore’ delivery model offers solutions covering complete customer lifecycle across Healthcare, Telecommunications & Media and Banking, Financial Services and Insurance Verticals. Our Clientele includes Fortune 500 & FTSE 100 companies.

To know more about Firstsource please visit our website www.firstsource.com


Job location :Bangalore/Hyderabad/Mumbai/

Position : Sr.Process Trainer/ Asst.Manager Trainer-Underwriting

Division : BPO

Experience :At least 2 years in facilitating in-person and virtual training classes for US Mortgage Process-End to End Underwriting


Responsibilities Operational

· Deliver classroom training in person and virtually on the various US mortgage domains and processes related to loan origination and underwriting

· Drive learner engagement and positive employee experience, reflected in training yield of the classes

· Support the training classes in pre-process, process and on-the-job-training (OJT) phases to drive the achievement and improvement of the metrics such as first pass assessment (FPA) and on-the-job performance 30 days after training

· Create, design, develop and deliver strong remedial and refresher training plans for trainees’ performance and metric improvement

· Provide feedback and coaching to the trainees and existing employees for their improvement in quality, performance and training metrics

· Prepare timely and accurate training reports for training classes

· Wherever needed, design, develop and conduct assessments for right candidate selection, transition of trainees across

the right training milestones and transition to go live

· Recommend improvements in training/learning design and curriculums based on the inputs such as training success evaluation, learner feedback and quality scores

· Suggest training curriculum revision, adding/replacing parts of curriculum using digital learning components, leading speed to proficiency and/or to training time reduction

· Provide administrative support (communication to stakeholders, daily reports, etc.) for the successful execution of the training plans

· Keep abreast of new learning technologies, learn and apply them to improve learning practices


Key Performance Indicators

· Facilitates learning solutions, preparing plans according to adult learning theory and providing a high-impact, interactive environment

· Classroom management, pre-class preparation, post class debrief; coach and deliver feedback to participants; escalate concerns to Training Manager, Human Resources, and employee’s direct manager, as warranted

· Provide live demo on utilizing systems, tools, job aids and quick reference guides to perform day to day processing responsibilities followed by side by sides

· Ensure the smooth transition and ramp up of all new hires once they are released from the new hire training into production by ensuring OJT is designed, scheduled, and executed

· Testing and certification of all new hires at completion of training

· Should assume responsibility for ongoing development, researching training industry standards and best practices, and embracing new technologies


Experience ·

At least 2 years in facilitating in-person and virtual training classes ·

At least 4 years in US mortgage processing operations and underwriting

Experience of using online/digital/e-learning alongside classroom training


Education: At least a bachelor’s degree


Contact details

Neelam Sharma

Email- neelam.sharma1@sourcepointmortgage.com


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