Operations Mortgage Trainer - Remote

SmartRecruiters, Inc.; Paramus (NJ); Remote; USD 68,000 - 78,000; Full time

Benefits offered by this job

Medical, Dental, Vision benefits

401(k) match

Paid time off

Non-exempt

Job summary

Longbridge Financial is seeking an Operations Mortgage Trainer to design, deliver, and continually improve training for the Operations team. This remote role reports to the Director of Training and travels on-site as needed.

You’ll develop onboarding, loan processing, and compliance training based on adult learning principles to raise proficiency and performance. Responsibilities include creating engaging trainings, partnering with SMEs, maintaining content, and evaluating effectiveness with LMS

Qualifications

• Bachelor’s degree or equivalent learning and development experience.
• 3+ years of training/education experience.
• Mortgage industry experience or reverse mortgage exposure preferred.
• Ability to design and deliver instructor-led, virtual, and self-paced training.
• Experience creating job aids, guides, eLearning content, and assessments.
• Knowledge of adult learning theories and diverse instructional techniques.
• Strong collaboration with leaders to create curricula.

Responsibilities

• Design, develop, and deliver training for onboarding, processes, systems, product, and compliance.
• Lead engaging virtual and in-person sessions to boost knowledge retention.
• Manage onboarding programs and training schedules to reach proficiency.
• Partner with leaders and SMEs to identify needs and craft solutions.
• Create and maintain job aids, guides, and eLearning content.
• Evaluate training effectiveness and report outcomes using LMS data.

Skills

Training delivery

Curriculum development

Coaching & mentoring

Presentation skills

Data analysis & reporting

Relationship management

Time management

Attention to detail

Adult learning theory

Education

Bachelor's degree

Tools

Articulate 360

Scribe

Camtasia

MeridianLink

Salesforce

Job description

At Longbridge, we love seniors and we’re passionate about helping them unlock the power of one of their greatest assets—their home equity.

As a leading provider of home equity solutions for seniors, we’re committed to helping older homeowners make the most of what they’ve worked hard to build, so they can live the retirement they imagined.

And we don’t just do it well, we do it really well. With an “Excellent” rating on Trustpilot and over a thousand customer testimonials, we’ve earned a reputation for making it easy and stress-free to access home equity—with guidance every step of the way.

But it’s not just our customers who love us—our team does, too! We’ve been named a Great Place to Work three years in a row because we believe that when people enjoy what they do and where they do it, everyone wins.

Why Longbridge?

At Longbridge, we don’t just offer jobs, we offer careers that grow with you. Here’s why you’ll love being part of our team:

• Grow With Us – We’re big believers in investing in our people. From top-notch training to clear career paths, we support your professional growth every step of the way. Plus, we love promoting from within—because when you succeed, we all do.
• A Culture That Clicks – We work hard, but we have fun doing it! Whether it’s team-building events, friendly competitions, or just an atmosphere of open communication and collaboration, we make sure work feels less like “just work.”
• Benefits That Have Your Back – We’ve got you covered with best-in-class health plans (medical, dental, vision, HSA, and FSA), generous PTO, paid holidays, company-paid life insurance, and a competitive 401(k) match. Because taking care of our team is just as important as taking care of our customers.

Job Description

The Operations Mortgage Trainer will support the Longbridge Financial training and education program for Operations team members. Reporting to the Director of Training, this is primarily a remote position responsible for executing the company’s training and education program for Operations team members, with periodic on-site travel for in-person sessions as needed per company travel policy.

The Operations Mortgage Trainer improves employee performance by identifying learning needs, developing training solutions, creating training materials based on adult learning models, and delivering effective instruction so Operations team members have the knowledge and skills to perform their roles successfully. The role develops and delivers onboarding, loan processing systems, refresher, product, process, compliance, and soft-skills training across the organization.

Program Design & Delivery

• Design, develop, and deliver training programs for Operations team members, covering onboarding, process, systems, product, and compliance training.
• Facilitate engaging virtual and in-person training sessions that support knowledge retention, skill development, and performance improvement.
• Manage new hire onboarding programs and training schedules so employees reach required proficiency levels within established timelines.
• Support change management efforts by developing and delivering training for new products, processes, technologies, and operational initiatives.

Needs Assessment & Partnership

• Partner with Operations leadership, the Head of Operations, and Subject Matter Experts (SMEs) to identify training needs and learning gaps and translate business requirements into learning solutions.
• Conduct training needs analyses and provide targeted coaching, refresher training, and performance support to address knowledge gaps.
• Hold regularly scheduled meetings with Operations senior leaders to align training priorities with business needs.

Content Development & Maintenance

• Create and maintain training materials, including job aids, process guides, presentations, eLearning modules, knowledge assessments, and instructional videos.
• Review and recommend improvements to existing training content; analyze outdated material and process trends to prepare refresher courses as needed.
• Maintain current knowledge of company products, systems, policies, procedures, and regulatory requirements so training content stays accurate and current.

Training Effectiveness & Reporting

• Evaluate training effectiveness through assessments, observations, feedback, and performance metrics, and use the results to continuously improve programs.
• Track training participation, completion, and performance data using the learning management system (LMS) and other reporting tools.
• Increase the competency and productivity of experienced Operations professionals through group and individual training interventions.

Qualifications

• Bachelor’s degree required, or an equivalent combination of learning and development certification, education, and experience.
• 3+ years of training and/or education experience.
• At least two years of experience in the mortgage industry; reverse mortgage experience preferred; direct experience with loan processing desired.
• Demonstrated ability to develop and deliver instructor-led, virtual, and self-paced training programs.
• Experience creating job aids, process guides, presentations, eLearning content, assessments, and reference documentation.
• Knowledge of adult learning theories and a wide variety of training techniques and technologies.
• Experience partnering with business leaders and subject matter experts to develop and maintain training curricula.
• Strong knowledge of mortgage products, loan origination processes, operational workflows, systems, and regulatory requirements.
• Working knowledge of mortgage compliance regulations, including RESPA, TILA/TRID, and HECM guidelines, as they apply to training content.
• Familiarity with loan origination and servicing systems such as QR, MeridianLink, ICE, LoanBridge, Salesforce, or similar platforms preferred.
• Experience using Learning Management Systems and eLearning development tools such as Articulate 360, Scribe, Camtasia, or similar platforms.
• Ability to analyze training effectiveness through feedback, assessments, quality reviews, and performance metrics.
• Ability to work in a fast-paced environment under time constraints and manage multiple projects.
• Core skills: training delivery and facilitation, curriculum development, coaching and mentoring, presentation skills, data analysis and reporting, relationship management and problem-solving, adaptability, organization, time management, attention to detail, and a continuous learning mindset.
• Must be able to read, analyze, and interpret procedures, manuals, policies, and regulations.
• Above average oral and written communication skills, customer service, and analytical skills.
• Intermediate working knowledge of PC applications (Word, Excel, MS Outlook)

Additional Information

• Working in a growing and dynamic industry
• Full benefits: Medical, Dental, Vision, FSA/HSA, and wide array of voluntary products and discounts
• 401(k) with company match
• Paid time off
• This is a non-exempt role
• Target base salary range is68-78Kwhich is based on various factors including skills and work experience. This position is bonus eligible.
• LBF is an EEO/AA/Vet/Disabled Employer
• Please note that salaries that are estimated on various job sites may not reflect the actual compensation. Job sites, set the estimated salary, not Longbridge Financial.
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