Assistant Team Trainer & Quality Coach

Mutual of Omaha Mortgage; Irvine (CA); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Vacation hours

Paid Sick Time

401K with employer match

Company Paid Life Insurance

Vision Coverage

Life Insurance

401K with employer match

FSAs & other benefits

Job summary

A leading mortgage service provider is seeking an Assistant Team Trainer & Quality Coach to develop talent and ensure service excellence. This hybrid role involves designing training content, coaching staff, and monitoring call quality. Ideal candidates have over a year of call coaching experience and a background in financial services. This position offers excellent growth potential and a comprehensive benefits package.

Qualifications

• 1+ year of call coaching, training, or sales enablement experience.
• Experience in consumer lending, financial services, or call center operations is a plus.
• Detail-oriented, highly organized, and adaptable.

Responsibilities

• Review and monitor calls for compliance and customer experience.
• Provide real-time coaching to improve sales and service performance.
• Design and deliver engaging training sessions.
• Collaborate with leadership to identify training needs and create performance plans.
• Track performance trends and report insights to management.
• Foster a positive, growth-focused team culture.

Skills

Call coaching experience

Strong facilitation skills

Communication skills

Organizational skills

Job description

Join to apply for the Assistant Team Trainer & Quality Coach role at Mutual of Omaha Mortgage.

Mutual of Omaha is a Fortune 300 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees.

Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs, please review and apply for our opening below!

About the Role

We are looking for an Assistant Team Trainer & Call Coach to join our Sales & Service Development team. This hybrid role blends training design, facilitation, and coaching with call quality monitoring and compliance, making it an excellent fit for someone who is passionate about developing talent while ensuring service excellence.

The ideal candidate will design engaging training content, deliver impactful workshops, and provide real‑time coaching to enhance sales skills, communication, and compliance. By combining learning and development expertise with quality assurance, this role creates a positive, motivating environment that drives both individual growth and overall team success.

Successful candidates will bring at least one year of call coaching experience and/or a background in consumer lending, debt settlement, or financial services. They should also be detail‑oriented, highly organized, and adaptable, with the ability to meet deadlines and maintain a strong record of timeliness and attendance.

Key Responsibilities

• Review and monitor calls for compliance, accuracy, and customer experience.
• Provide real‑time coaching and feedback to improve sales and service performance.
• Design and deliver engaging training sessions, workshops, and role plays.
• Collaborate with leadership to identify training needs and create performance improvement plans.
• Track performance trends and report actionable insights to management.
• Foster a positive, motivating, and growth‑focused team culture.

What We’re Looking For

• 1+ year of call coaching, training, or sales enablement experience.
• Strong facilitation and presentation skills with the ability to engage and inspire.
• Excellent communication and interpersonal skills.
• Organized, adaptable, and data‑driven with a passion for continuous improvement.
• Experience in consumer lending, financial services, or call center operations is a plus.

Why Join Us?

• Excellent growth potential — opportunities to move into sales or leadership roles.
• Be part of a team culture built on coaching, development, and results.

Benefits

• Vacation — Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.
• Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
• 9Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
• Multiple PPO Medical Plans, as well as HDHP eligible plan.
• Vision Coverage
• Company Paid Life Insurance
• 401K with a generous employer match
• Additional Benefits including – Optional Life, FSA, Pet Insurance etc.
• Free Legal Services
• Employee Loan Program

Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package.