Mortgage Sales Trainer
AD Mortgage
Job Description
Job Description
About this opportunityAbout 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 ResponsibilitiesSales 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.
This is a full-time, office-based position in a modern, cozy environment in our Fort Lauderdale, or Troy, MI HQ. 50% Travel may be required for the MI location.
Our standard working hours are Monday to Friday, 9:00 AM to 6:00 PM, promoting a healthy work-life balance.
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.
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).
Take the first step towards a rewarding career in the mortgage industry with AD Mortgage.
Our Recruitment team will reach out to you shortly!
Connect with us : Explore our social media to get a sense of our corporate culture.
YouTube Instagram TikTokWe 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.
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