Mortgage Training Specialist

1 day ago

Chennai, Tamil Nadu, India beBeeProfessional Full time ₹ 23,13,984 - ₹ 28,91,280
Process Trainer

The Role

As a Process Trainer, you will serve as a Subject Matter Expert (SME) in U.S. mortgage originations and/or pre-underwriting. Your expertise will ensure that in-depth domain knowledge is shared across the team.

Key Responsibilities:

- Training Program Development: Design and deliver training programs from onboarding new hires to upskilling experienced professionals with materials like modules, case studies, training videos, and SOPs.

- Audit and Feedback: Conduct audits of proof-of-concept transactions or underwriting processes using client-defined templates, and provide structured, documented feedback to trainees.

- Collaboration and Communication: Participate in regular calibration calls with internal and client stakeholders to align on performance expectations and ensure training efficacy.

- Training Database Management: Manage training databases, generate daily/weekly reports, and perform Training Needs Analysis (TNA/TNI) to track progress and optimize programs.

- Knowledge Transfer: Lead knowledge transfer during new project transitions, leveraging global virtual teams to standardize content and share best practices.

- Business Impact: Highlight the business impact of training interventions to demonstrate value and help align learning curves with industry standards.

Required Skills and 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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