Mortgage Sales Trainer

AD Mortgage; Troy (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

AD Mortgage is seeking a Mortgage Sales Trainer to design, deliver, and refine training for our wholesale sales and account executive teams at our Fort Lauderdale HQ. This role requires deep mortgage industry knowledge and a passion for training.

You will develop curriculum on mortgage products, sales techniques, compliance, and CRM tools; provide coaching; and coordinate training logistics while staying current on industry trends and regulatory requirements.

Qualifications

• 3+ years of mortgage industry experience, preferably wholesale lending or sales.
• Proven training, facilitation, or coaching experience.
• Strong knowledge of mortgage products, sales processes, and compliance.
• Excellent communication, presentation, and interpersonal skills.
• Ability to adapt training styles to different learning needs and environments.
• Proficiency with Microsoft Office and LMS; CRM experience is a plus.

Responsibilities

• Design, deliver, and refine training programs for wholesale sales teams.
• Facilitate onboarding and ongoing training for wholesale sales and account executive team members.
• Develop curriculum focused on mortgage products, sales techniques, compliance, and CRM tools.
• Provide one-on-one and group coaching to improve sales effectiveness and product knowledge.
• Coordinate training logistics, including scheduling, communication, and tracking.
• Collaborate with Learning & Development, Sales, and Compliance teams to align training with business goals.

Skills

Mortgage industry experience

Training & coaching

Communication skills

LMS proficiency

CRM experience

Presentation skills

Tools

CRM platforms

Microsoft Office

Learning Management System (LMS)

Job description

About This Opportunity

About AD Mortgage
AD Mortgage is a dynamic and growing mortgage lender committed to excellence in service, innovation, and team development. As part of our wholesale branch, we’re looking for a knowledgeable and engaging Mortgage Sales Trainer to support the growth and success of our Sales and Account Executive teams.

Position Summary

The Mortgage Sales Trainer will be responsible for designing, delivering, and refining training programs that enhance the performance of our wholesale sales professionals. This role requires deep industry knowledge, a passion for training and coaching, and the ability to translate complex mortgage concepts into practical, actionable learning experiences.

Key Responsibilities

Sales Training & Development

• Facilitate onboarding and ongoing training for wholesale sales and account executive team members.
• Develop and deliver curriculum focused on mortgage products, sales techniques, compliance, and CRM tools.

Performance Coaching

• Provide one-on-one and group coaching to improve sales effectiveness and product knowledge.
• Partner with sales leadership to identify skill gaps and tailor training solutions.

Program Design & Execution

• Create engaging training materials, presentations, and job aids.
• Coordinate training logistics, including scheduling, communication, and tracking.

Industry Expertise

• Stay current on mortgage industry trends, guidelines, and best practices.
• Ensure training content reflects regulatory requirements and company standards.
• Collaboration
• Work closely with Learning & Development, Sales, and Compliance teams to align training with business goals.
• Support cross-functional initiatives that enhance team member engagement and development.

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

• 3+ years of experience in the mortgage industry, preferably in wholesale lending or sales.
• Proven experience in training, facilitation, or coaching roles.
• Strong understanding of mortgage products, sales processes, and compliance.
• Excellent communication, presentation, and interpersonal skills.
• Ability to adapt training styles to different learning needs and environments.
• Proficiency in Microsoft Office and learning management systems (LMS); experience with CRM platforms is a plus.

What We Offer | Career and Culture

• Company Culture: Inclusive, supportive company culture where you are not a number, but a voice that's heard and brings value.
• Growth Path: Defined paid training and clear pathways for career development.
• Benefits: Comprehensive benefits package including PTO, sick days, paid volunteer hours, medical, dental, vision insurance, and 401(k).

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.