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Regional Training & Development Specialist

PURPOSE: This position will successfully develop and deliver branch level functional training necessary to (1) bring new set-up, U/W and closing associates up to speed quickly (2) fully develop existing branch associates in their current job function (3) cross train branch associates and (4) develop branch associates for the next step in their career path. Branch associates include loan set-up, underwriting and closing personnel. Functional training includes job specific technical skills; policies, procedures and processes; and technology and compliance.

This position works closely with management in understanding and prioritizing training needs. Training will be delivered in a variety of formats including classroom and self-study methods.

• Needs Assessment and Development (20%)
• Development, Implementation and Measurement (80%)


• Four-year college degree or equivalent
• Master’s degree in training or related field preferred

Work Experience:

• Five years mortgage industry experience in the areas of underwriting, funding, and closing (2 years underwriting loans).
• One year experience funding and closing loans.

• Two years experience designing, developing, and delivering training.

Technical Skills:

• PC skills required, MS Windows environment, MS Word, Excel, Internet
• Computer-based training software and tools
• Loan origination system and automated underwriting system

Personal Competencies:
• Strong skills in the areas of needs assessment, training design, development, and delivery.
• Extensive knowledge of mortgage industry business processes in the areas of underwriting, funding, and closing.
• Knowledge of Adult Learning styles.
• Excellent oral and written communication skills.
• Strong presentation and group facilitation skills.

Physical Requirements:
• Must be able to perform essential responsibilities with or without reasonable accommodation.
• Ability to travel nationwide.

Work Environment:
• Ability and willingness to travel extensively.
• Ability to work independently

Send resume to: Robert Vaughan at for consideration Gear For Your Career the insider career network

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