Corporate Trainer - Sales

Corporate Trainer - Sales Development

The Corporate Trainer - Sales Development provides ongoing training, coaching, and management to Call Center Loan Advisors. The position is designed to help create an atmosphere of continuous performance development within the Call Center and ensures the Mission of Sales Development is being carried through the team's initiatives. This individual will assist with training Call Center Loan Advisors. The ideal candidate will have a combination of training experience and mortgage sales experience.

Essential Job Duties and Responsibilities

• Train Loan Advisors on Freedom Mortgage Corporation's systems, processes and procedures, sales scripts, compliance requirements, and customer service skills.
• Act as the direct supervisor for LAs during training and production, delivering daily coaching and work direction; managing performance to sales KPIs and compliance standards; handling timekeeping/attendance and related documentation; and escalating corrective action as appropriate in accordance with policy and applicable laws.
• Lead call reviews and coaching sessions.
• Analyze production reports that contain key performance indicators.
• Partner with Sales and business leadership to provide ongoing visibility into trainee progress and performance during training and production support, including communicating sales/compliance KPI results, attendance, and behavioral concerns; coordinating coaching or corrective action plans; and escalating issues to their direct manager in accordance with policy.
• Demonstrate and maintain ongoing industry knowledge and professional development by staying current on mortgage industry changes, regulatory requirements, internal processes, and evolving best practices; identify training content requiring updates and escalate changes through the established change management process to support continued effectiveness and compliance.
• Serve as a subject matter expert (SME) to support Learning & Development content creators with the development of training materials for coaching sessions and classroom presentations.
• Report to the Manager Corporate Training Sales Development. Collaborate with team members to help execute the mission statement.
• Help execute Call Center initiatives and training pilots.
• Lead by example and assist with onboarding new Corporate Trainers - Sales.
• Comply with all company policies and procedures.
• Maintain regular and punctual attendance.

Other Job Duties and Responsibilities

Performs other related duties as assigned.

Supervisory Responsibilities

This position is an individual contributor on the Learning & Development team. However, during new hire training and during production-support rotations, trainees report directly to this position, and the role carries out day-to-day supervisory responsibilities for that trainee population. Supervisory responsibilities are performed in accordance with the organization's policies and applicable laws and may include managing time and attendance, assigning and directing work, setting and monitoring sales and compliance key performance indicators (KPIs), coaching to performance expectations, appraising performance, recognizing and rewarding strong performance, addressing complaints, documenting issues, and administering corrective action up to and including discipline, as appropriate, while resolving problems and escalating when needed.

Qualifications

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Initiative-taker, goal-oriented professional who is focused on providing the highest level of customer service.
• Ability to obtain state mortgage originator licenses by completing all necessary education and regulatory compliance requirements.

Education and/or Experience

• Min. 3 years Mortgage Sales Experience or related training experience.
• Associate or bachelor's degree from a college or university; and/or 3+ year related experience and/or training; or equivalent combination of education and experience.

Certificates, Licenses, Registrations

Must be able to obtain and maintain active NMLS registration (and any required state mortgage licenses, as applicable) to perform the production support portion of training where Loan Advisors report directly to the Sales Trainer.

Work Complexity

Problems and issues faced are general, and may require understanding of broader set of issues but typically are not complex. May require familiarity with the financial/mortgage (or job-specific) industry. Problems require understanding of other job areas. Problems are typically solved through drawing from prior experiences, with analysis of the issue.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.

Equal Employment Opportunity

The company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws.

Americans with Disabilities Act

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.

Job Responsibilities

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization.