Experienced Mortgage - Training Development Specialist - (Not Remote)

Express Employment Professionals - Cincinnati East; Ocala (FL); Remote; USD 54,443,000 - 68,770,000; Full time

Benefits offered by this job

Referral bonus

Job summary

Express Employment Professionals - Cincinnati East is seeking a Training & Development Specialist in Ocala, FL. The role focuses on developing and delivering engaging training programs for mortgage servicing, regulatory compliance, and company requirements.

You will facilitate instructor-led and virtual sessions, create training materials, and partner with Operations, Compliance, QA, and HR to close performance gaps. Strong communication and mortgage knowledge are essential.

Qualifications

• High school diploma or equivalent required; associate or bachelor's degree preferred.
• 3+ years of experience in mortgage servicing, financial services, training, learning & development.
• Experience delivering instructor-led, virtual, or hands-on training.
• Mortgage servicing knowledge and familiarity with servicing operations is a plus.
• Experience developing curricula, presentations, job aids, assessments, and learning materials.

Responsibilities

• Develop and deliver new-hire, role-specific, refresher, cross-training, and continuing education programs.
• Facilitate classroom, virtual, hands-on, and individual training sessions.
• Develop and maintain training materials, presentations, guides, and learning resources.
• Evaluate knowledge, proficiency, and readiness through assessments and performance results.
• Provide coaching or additional training after sessions as needed.
• Identify training needs and gaps with Operations, Compliance, QA, HR, and SMEs.
• Create training for new systems, processes, regulatory changes, and initiatives.
• Analyze quality results and trends to identify training improvements.
• Maintain training calendars, attendance, and proficiency documentation.
• Report on training effectiveness and employee readiness.

Skills

Training delivery

Presentation

Coaching

MS Office proficiency

LMS familiarity

Education

Associate or Bachelor's preferred

High school diploma required

Tools

PowerPoint

Word

Excel

Outlook

Teams

Job description

Training & Development Specialist

Ocala, FL | $19–$24/HR | Monday–Friday, 8:30 AM–5:00 PM

Join Our Mortgage Servicing Team!

We are seeking aTraining & Development Specialistto develop and deliver engaging training programs that prepare employees to perform their roles accurately, confidently, efficiently, and in compliance with mortgage servicing, regulatory, investor, and company requirements. The ideal candidate is an experienced trainer and communicator with strong mortgage servicing knowledge and a passion for employee development and continuous improvement.

What You'll Do

• Develop and deliver new-hire, role-specific, refresher, cross-training, and continuing education programs.
• Facilitate engaging classroom, virtual, hands-on, and individual training.
• Develop and maintain training materials, presentations, job aids, assessments, guides, and learning resources.
• Evaluate employee knowledge, proficiency, and readiness through assessments, practical exercises, observation, and performance results.
• Conduct post-training follow-up and provide coaching or additional training when needed.
• Partner with Operations, Compliance, Quality Assurance, HR, and subject matter experts to identify training needs and performance gaps.
• Develop training for new systems, processes, regulatory changes, policies, and operational initiatives.
• Analyze quality results, repeat errors, performance trends, and other indicators to identify opportunities for training and improvement.
• Maintain training calendars, records, attendance, assessment results, and proficiency documentation.
• Report on training effectiveness, employee readiness, knowledge gaps, and performance improvements.
• Use technology, AI, video, and modern learning tools to improve training effectiveness and scalability.
• Support continuous improvement and cross-training initiatives across mortgage servicing operations.

What We’re Looking For

• High school diploma or equivalent required; associate or bachelor's degree preferred.
• 3+ years of experience in mortgage servicing, financial services, training, learning & development.
• Previous experience delivering instructor-led, virtual, or hands-on training.
• Mortgage servicing experience and knowledge of servicing operations strongly preferred.
• Experience developing training curricula, presentations, job aids, assessments, and other learning materials.
• Strong presentation, facilitation, coaching, and communication skills.
• Ability to explain complex mortgage servicing concepts and procedures in an easy-to-understand manner.
• Strong analytical, organizational, and problem-solving skills.
• Ability to evaluate employee performance and identify whether issues are related to training, processes, systems, or individual performance.
• Proficiency with Microsoft Office, particularly PowerPoint, Word, Excel, Outlook, and Teams.
• Experience with Learning Management Systems (LMS), digital learning platforms, or e-learning tools is a plus.
• Comfortable learning and training others on mortgage servicing systems and new technology.
• Ability to maintain confidentiality and exercise sound professional judgment.

Position Details

• Job Title:Training & Development Specialist
• Pay Rate:$19–$24 per hour
• Schedule:Monday–Friday, 8:30 AM–5:00 PM
• Location:Ocala, FL
• Industry:Mortgage Servicing
• Employment:Full-Time

Pre-Employment Requirements

• Must be able to successfully pass adrug test.
• Must be able to successfully pass abackground check.
• Candidates must complete the required interview process prior to starting employment.

Referral Bonus Available!

• Earn $100–$500 for successful referrals!