Mortgage Trainer Senior Instructor

Freddie Mac; Dallas (TX); On-site; USD 105,000 - 157,000; Full time

Job summary

Freddie Mac seeks a Mortgage Training Senior Instructor to design, develop and deliver client-centric origination and underwriting training for the Single-Family business. You will facilitate sessions, serve as SME on policy and tools, and lead end-to-end curriculum development and reporting to measure impact.

You will partner with Sales and internal teams to tailor training solutions, create content for webinars and in-person sessions, and drive data-informed improvements in training

Qualifications

• Subject matter expert in loan origination and underwriting.
• Experience facilitating large groups via distance learning and in-person.
• Proven instructional design/learning experience design for complex topics.
• Strong business analysis, reporting and writing skills.
• Ability to build and manage business partner and client relationships.
• Experience translating data into meaningful business insights and recommendations.
• Experience creating reports, dashboards and visualizations to support planning and decision-making.
• Demonstrated problem-solving skills and detail orientation.
• Ability to work independently and with a collaborative team.
• Proficiency with switching between projects and prioritizing competing priorities.
• Comprehending complex client inquiries in high-pressure situations and delivering accurate responses aligned with corporate policies.
• Bachelor’s degree with 10+ years of relevant experience.

Responsibilities

• Facilitating a variety of origination & underwriting training classes.
• Serving as a subject matter expert (SME) in origination & underwriting policy, process and mortgage technology tools.
• Leading the end-to-end development of training curriculum for a variety of origination policies and products, as well as Freddie Mac technology tools.
• Creating, managing and executing project plans.
• Utilizing consultative and business analytical skills to perform needs and/or gap analysis resulting in training and education plans to meet client needs and support Freddie Mac’s business goals.
• Creating, maintaining and analyzing operational, project and learning-related reports and dashboards to support business planning, resource management and decision-making.
• Collecting, analyzing and presenting data to identify trends, measure training effectiveness, monitor learning adoption and communicate results to stakeholders.
• Authoring learning content for different delivery methods, including webinar and in-person presentations, user guides/training manuals, job aids, and tutorials.
• Editing materials for clarity, consistency and instructional soundness while continually looking for ways to improve them.
• Partnering with Sales and other internal business partners to lead development and execution of customized client training solutions.
• Leveraging learning industry trends to deliver innovative and positive learning experiences.

Skills

SME origination

Facilitation

Instructional design

Business analysis

Reporting

Dashboards

Client relationships

Data storytelling

Education

Bachelor’s degree

Tools

PowerPoint

Excel

Word

Adobe Acrobat

eLearning tools

Job description

At Freddie Mac, our mission of Making Home Possible is what motivates us, and it’s at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose.

Position Overview:

Are you someone looking to further your career in the mortgage industry? Do you know the origination & underwriting process in-depth? Can you develop training strategies and translate them into tactics that result in delighted clients? If so, apply to join Freddie Mac’s Client Education Services department as a Mortgage Training Senior Instructor who engages with our clients, Sales team and other internal business stakeholders.

Our Impact:

The Client Education Services team designs, develops and delivers client‑centric learning solutions across the Single‑Family business. Our team leverages business expertise, innovative techniques and technology to create easy‑to‑access learning solutions that make it easier for clients to do business with Freddie Mac.

Your Impact:

In this position, you will facilitate, develop, and execute business‑oriented learning solutions that support Freddie Mac’s Single‑Family business goals. You will leverage your instructional design, business analysis, project management, and reporting skills to identify learning opportunities, measure program effectiveness, and provide actionable insights that enhance client and business outcomes.

Your daily responsibilities will include:

• Facilitating a variety of origination & underwriting training classes
• Serving as a subject matter expert (SME) in origination & underwriting policy, process and mortgage technology tools
• Leading the end‑to‑end development of training curriculum for a variety of origination policies and products, as well as Freddie Mac technology tools
• Creating, managing and executing project plans
• Utilizing consultative and business analytical skills to perform needs and/or gap analysis resulting in training and education plans to meet client needs and support Freddie Mac’s business goals
• Creating, maintaining and analyzing operational, project and learning‑related reports and dashboards to support business planning, resource management and decision‑making
• Collecting, analyzing and presenting data to identify trends, measure training effectiveness, monitor learning adoption and communicate results to stakeholders
• Authoring learning content for different delivery methods, including webinar and in‑person presentations, user guides/training manuals, job aids, and tutorials
• Editing materials for clarity, consistency and instructional soundness while continually looking for ways to improve them
• Partnering with Sales and other internal business partners to lead development and execution of customized client training solutions
• Leveraging learning industry trends to deliver innovative and positive learning experiences

Qualifications:

• Recognized Subject Matter Expert in loan origination and underwriting
• Experienced facilitator for small to large participant groups via distance learning platforms and in‑person
• Proven experience with instructional design/learning experience design for complex topics
• Strong business analysis, reporting and writing skills
• Ability to build and manage business partner and client relationships
• Demonstrated experience analyzing data and translating findings into meaningful business insights and recommendations
• Experience creating reports, dashboards and visualizations to support business planning and decision‑making
• Demonstrated problem‑solving skills and detail orientation
• Ability to work independently and with a collaborative team
• Proficiency with switching between projects and prioritizing competing priorities
• Ability to comprehend complex client inquiries in high‑pressure situations and deliver accurate responses aligned with corporate policies
• Bachelor’s degree with 10+ years of relevant experience

Keys to Success in this Role:

• Expert facilitation skills
• Ability to analyze business processes, systems, policies and changes and translate that analysis into learning solutions
• Ability to combine business knowledge, reporting capabilities and analytical thinking to identify trends, communicate insights and support strategic decision‑making
• Nimbleness and ability to work on multiple projects simultaneously
• Ability to keep up to date with a rapidly changing business environment
• Collaborative and execution‑oriented mindset
• Be self‑directed
• Proficiency with Microsoft PowerPoint, Excel, Word and Adobe Acrobat, with familiarity of eLearning development tools and technologies utilized in modern learning environments
• Sense of humor!

We consider all applicants for all positions without regard to gender, race, color, religion, national origin, age, marital status, veteran status, sexual orientation, gender identity/expression, physical and mental disability, pregnancy, ethnicity, genetic information or any other protected categories under applicable federal, state or local laws. We will ensure that individuals are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

A safe and secure environment is critical to Freddie Mac’s business. This includes employee commitment to our acceptable use policy, applying a vigilance‑first approach to work, supporting regulatory mandates, and using best practices to protect Freddie Mac from potential threats and risk. Employees exercise this responsibility by executing against policies and procedures and adhering to privacy & security obligations as required via training programs.

CA Applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Time‑type:Full time

FLSA Status:Exempt

Freddie Mac offers a comprehensive total rewards package to include competitive compensation and market‑leading benefit programs. Information on these benefit programs is available on our Careers site.

This position has an annualized market‑based salary range $105,000 - $157,000 and is eligible to participate in the annual incentive program. The final salary offered will generally fall within this range and is dependent on various factors including but not limited to the responsibilities of the position, experience, skill set, internal pay equity and other relevant qualifications of the applicant.