Mortgage Sales Trainer

AD Mortgage; Miami, Fort Lauderdale (FL, FL); Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

AD Mortgage in Florida seeks a Mortgage Sales Trainer to design and deliver training for our mortgage sales team, focusing on product knowledge, regulatory compliance, and customer service excellence.

You will create materials, run workshops, and provide coaching to improve sales techniques while staying current with industry regulations and market trends to drive team performance.

Formación

• Proven experience in mortgage sales and/or mortgage sales training.
• Strong knowledge of mortgage products, loan processes, and regulatory requirements.
• Excellent communication and presentation skills.
• Ability to design and implement effective training programs.
• Coaching and mentoring experience is highly desirable.
• Proficient with training software, learning management systems (LMS), and virtual training tools.
• Strong organizational and time-management skills.
• Bachelor's degree in business, finance, education, or related field preferred

Responsabilidades

• Develop and deliver engaging training sessions on mortgage products, sales techniques, market trends, compliance, and customer service.
• Assess training needs and identify skill gaps within the sales team.
• Create training materials, manuals, and e-learning modules tailored to different experience levels.
• Monitor and evaluate the effectiveness of training programs through assessments, feedback, and performance metrics.
• Collaborate with sales managers and leadership to align training with business goals and sales targets.
• Provide ongoing coaching and support to sales staff to improve their sales techniques and product knowledge.
• Stay current with industry regulations, mortgage products, and sales best practices.
• Facilitate onboarding and continuous development programs for new and existing mortgage sales representatives.
• Lead group workshops, role-playing exercises, and one-on-one coaching sessions. Track and report on training outcomes and progress.

Conocimientos

Mortgage sales

Presentation

Coaching

Training design

LMS

Communication

Time management

Educación

Bachelor's degree in business/finance/education

Herramientas

LMS

Training software

Descripción del empleo

About This Opportunity

The Mortgage Sales Trainer is responsible for designing, delivering, and continuously improving training programs that enhance the skills and knowledge of the mortgage sales team. This role focuses on ensuring that sales representatives are equipped with the necessary product knowledge, sales techniques, regulatory compliance, and customer service skills to drive sales performance and deliver exceptional client experiences.

About This Opportunity

The Mortgage Sales Trainer is responsible for designing, delivering, and continuously improving training programs that enhance the skills and knowledge of the mortgage sales team. This role focuses on ensuring that sales representatives are equipped with the necessary product knowledge, sales techniques, regulatory compliance, and customer service skills to drive sales performance and deliver exceptional client experiences.

Key Responsibilities

• Develop and deliver engaging training sessions on mortgage products, sales techniques, market trends, compliance, and customer service.
• Assess training needs and identify skill gaps within the sales team.
• Create training materials, manuals, and e-learning modules tailored to different experience levels.
• Monitor and evaluate the effectiveness of training programs through assessments, feedback, and performance metrics.
• Collaborate with sales managers and leadership to align training with business goals and sales targets.
• Provide ongoing coaching and support to sales staff to improve their sales techniques and product knowledge.
• Stay current with industry regulations, mortgage products, and sales best practices.
• Facilitate onboarding and continuous development programs for new and existing mortgage sales representatives.
• Lead group workshops, role-playing exercises, and one-on-one coaching sessions. Track and report on training outcomes and progress.

Location and Schedule

• This is a full-time, office-based position in a modern, cozy environment in our Fort Lauderdale HQ.
• Our standard working hours are Monday to Friday, 9:00 AM to 6:00 PM, promoting a healthy work-life balance.

Skills & Qualifications

• Proven experience in mortgage sales and/or mortgage sales training.
• Strong knowledge of mortgage products, loan processes, and regulatory requirements.
• Excellent communication and presentation skills.
• Ability to design and implement effective training programs.
• Coaching and mentoring experience is highly desirable.
• Proficient with training software, learning management systems (LMS), and virtual training tools.
• Strong organizational and time-management skills.
• Bachelors degree in business, finance, education, or related field preferred

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sexual orientation, age, marital status, veteran status, or disability status.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

AD Mortgage is a broker-voted Top 5 U.S. wholesale lender, and recognized as a top Non-QM lender in the U.S. With 20 years in the industry, we offer a full range of loan programs, including DSCR, Bank Statement, FHA, and Conventional loans.