Remote Default Servicing Trainer

Insight Global; San Diego (CA); Remote; USD 110,000 - 140,000; Full time

Job summary

Insight Global is seeking a training lead for the Default Servicing teams, owning onboarding, material development, and ongoing coaching across Foreclosure, Bankruptcy, Claims, Conveyance, Property Preservation, and Loss Mitigation. You will ensure adherence to investor guidelines, lifecycle knowledge, and compliance requirements.

The role requires 5-7+ years mortgage servicing experience, 2-3+ years of leadership or training leadership, and proven ability to create training materials, SOPs, and

Qualifications

• Bachelor's degree in Accounting/Finance or related field.
• 5-7+ years of mortgage servicing experience with strong knowledge of Foreclosure, Bankruptcy, Claims and Default Servicing.
• 2-3+ years of leadership, supervisory, or training experience.
• Strong understanding of the mortgage loan lifecycle and investor guidelines.
• Experience creating training materials, process documentation, and process maps.
• Proficiency with Microsoft Office, especially PowerPoint and Excel.
• Strong presentation and communication skills.
• Experience as a dedicated trainer, learning & development specialist, or curriculum developer.
• Experience using ICE Mortgage Technology.
• Experience creating training programs in Canva or similar tools.
• Previous experience developing onboarding programs and training content.

Responsibilities

• Train new hires and existing employees on the mortgage loan lifecycle and default servicing processes.
• Create and maintain training guides, process maps, SOPs, and reference materials.
• Support large onboarding classes and manage training schedules independently.
• Work closely with servicing leaders and Investor Relations teams.
• Ensure employees understand investor guidelines, compliance requirements, and operational processes.
• Deliver virtual and instructor-led training sessions.
• Identify training gaps and provide ongoing coaching and development.
• Support process and system changes through training initiatives.

Skills

Mortgage servicing experience

Leadership / training experience

Communication skills

Presentation skills

Education

Bachelor's degree in Accounting/Finance

Tools

ICE Mortgage Technology

PowerPoint

Excel

Canva

Job description

Job Description

Overview

This person will own training for the Default Servicing teams, including Foreclosure, Bankruptcy, Claims, Conveyance, Property Preservation, and Loss Mitigation. They will help onboard new hires, develop training materials, and ensure employees understand the full mortgage default servicing lifecycle, investor guidelines, and compliance requirements.

Day-to-Day

• Train new hires and existing employees on the mortgage loan lifecycle and default servicing processes
• Create and maintain training guides, process maps, SOPs, and reference materials
• Support large onboarding classes and manage training schedules independently
• Work closely with servicing leaders and Investor Relations teams
• Ensure employees understand investor guidelines, compliance requirements, and operational processes
• Deliver virtual and instructor-led training sessions
• Identify training gaps and provide ongoing coaching and development
• Support process and system changes through training initiatives

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [e-mail] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

• Bachelor's degree in Accounting/Finance or related field
• 5-7+ years of mortgage servicing experience with strong knowledge of:
  • Foreclosure
  • Bankruptcy
  • Claims
  • Default Servicing
• 2-3+ years of leadership, supervisory, or training experience
• Strong understanding of the mortgage loan lifecycle and investor guidelines
• Experience creating training materials, process documentation, and process maps
• Proficiency with Microsoft Office, especially PowerPoint and Excel
• Strong presentation and communication skills
• Experience as a dedicated trainer, learning & development specialist, or curriculum developer
• Experience using ICE Mortgage Technology
• Experience creating training programs in Canva or similar tools
• Previous experience developing onboarding programs and training content