Mortgage Training Specialist - Live Classes & Materials

Guaranteed Rate, Inc.; United States; Remote; USD 80,000 - 95,000; Full time

Benefits offered by this job

401(k)

Vacation benefits

Medical, dental, vision

Flexible benefits

Life insurance

Well‑being programs

Job summary

Rate is seeking a Corporate Trainer to lead live mortgage training sessions for loan officers and to develop tools, guides, and video assets that streamline adoption of new systems. You’ll support new hires, resolve system questions, and partner with VPs to improve processes.

You will create and maintain training materials, manage inquiries, and deliver coaching to strengthen expertise across lending workflows. Strong mortgage knowledge and public speaking are essential.

Qualifications

• Must have a mortgage background or equivalent work experience in mortgage Lending, learning & development, or training facilitation.
• Continuous mortgage knowledge is required, keeping up with technology or process enhancements and maintaining alignment with industry trends.
• Proven experience in public speaking and delivering presentations to groups.
• Ability to convey complex knowledge clearly and effectively to others, with a deep understanding of operations, products, and processes.
• Familiarity with creating and updating training materials that are tailored to meet specific needs, utilizing adult learning principles.
• Must be familiar with PowerPoint and Excel.
• Demonstrated excitement to help others succeed and a positive attitude toward organizational change.
• Ideally come from a learning and development background.
• Previous experience with video editing using platforms like Canva, Bom Bom, or similar services is a plus.

Responsibilities

• Host and deliver engaging live training sessions in front of audiences ranging from 20 to 200 trainees.
• Provide ongoing support and guidance to newly hired mortgage loan officers as they begin their roles.
• Develop, update, and maintain comprehensive training materials, including job aids, reference guides, FAQs, and other assets tailored to the specific needs of the lending department.
• Record video training assets showing system functionality, typically between 3–6 minutes in length.
• Manage ServiceNow tickets and the training inbox, troubleshooting issues with technology or systems to help remedy loan officer questions.
• Work collaboratively with VPs and various stakeholders, providing expertise to assist with loan-level questions and process clarifications.
• Manage inbound support requests related to systems, workflows, lending processes, and technology adoption.
• Provide timely and accurate guidance to mortgage loan officers through email, chat, and one on one support.
• Collaborate with business partners to gather feedback from end users and help improve training content, communications, and user experience.

Skills

Mortgage background

Public speaking

PowerPoint

Excel

Video editing

Tools

Canva

Bom Bom

Job description

Rate is seeking a Corporate Trainer to lead live mortgage training sessions for loan officers and to develop tools, guides, and video assets that streamline adoption of new systems. You’ll support new hires, resolve system questions, and partner with VPs to improve processes.

You will create and maintain training materials, manage inquiries, and deliver coaching to strengthen expertise across lending workflows. Strong mortgage knowledge and public speaking are essential.