Mortgage Corporate Operations Trainer

Corporate Operations Trainer

Are you a Corporate Operations Trainer who's been searching for a great company that's family owned, that recognizes your contributions, and has a philosophy of no layoffs during the down-season? A company whose goal and purpose is to Improve the Lives of Families? Take a look at Equity Resources! We are a fun and friendly environment where we work together to meet our daily goals.

Why you'll love working here

• Choose from flexible hours: 8:30 AM 5:00 PM with a 30-minute lunch, or 8 AM 5 PM / 8:30 AM 5:30 PM with a 1-hour lunch.
• Generous PTO, 10 paid holidays, plus a day off for your birthday!
• Full benefits package (including pet insurance!) first of the month after your first 30 days.
• 401(k) option with a generous company match helping you grow your retirement savings faster.
• Earn extra cash through our referral programs, $500 for each borrower you refer, and up to $5,000 for referring an experienced Loan Officer.
• Join a stable, employee-focused company that's been growing since 1993.

Requirements

• Bachelor's degree in Business Management, Finance, Administration or equivalent combination of education and experience.
• Minimum 2 years' experience in a training environment, including coaching, training development, updating training materials and process improvement.
• Comprehensive knowledge of residential mortgage processing, underwriting, and closing procedures, including conventional and government lending guidelines and federal real estate lending regulations.
• Proficient in Microsoft Word, Excel, Outlook and an electronic Loan Origination System, such as Encompass.
• Ability to work collaboratively both externally and internally with employees and leadership at all levels, demonstrating strong teamwork, customer service, and written and verbal communication skills.
• Self-motivated professional with a strong desire to excel in a fast-paced, competitive environment, who is able to think creatively, apply sound judgement, and resolve issues independently.
• Growth-oriented mindset with a focus on AI adoption, leveraging technology and new tools to enhance training effectiveness, workflows, and operational outcomes.

What your day will look like

The primary function of the Corporate Operations Trainer is to deliver comprehensive training programs to ensure all operations staff are equipped with the knowledge and skills necessary for success while aligning with company policies, procedures, and current lending regulations. This includes onboarding new hires, providing ongoing professional development, and reinforcing best practices in quality, communication, and teamwork. Additionally, the Trainer is expected to embody and promote the company's "Raving Fan" philosophy, ensuring it is consistently communicated and embraced by all trainees.

The following duties would be applicable:

• Collaborate closely with Operations Management to design, deliver, and oversee company-wide training programs, including entry-level loan production, processing, cross-training, and all required annual and compliance trainings.
• Assess ongoing training needs by maintaining a strong understanding of department roles, workflows, and daily operations; identify inefficiencies, streamlining opportunities, and targeted training solutions.
• Develop, facilitate, and enhance training programs to ensure process changes are clearly communicated, consistently implemented, and effectively adopted across the organization.
• Manage all training logistics and compliance requirements, including maintaining the training calendar, scheduling sessions, tracking attendance, and ensuring regulatory deadlines are met.
• Serve as Training Administrator within the Paylocity Learning Management System, creating, deploying, and maintaining training content and records.
• Create, maintain, and organize training materials and documentation, including instruction manuals, guides, templates, SharePoint resources, and the Loan Officer Manual.
• Evaluate training effectiveness through on-the-job assessments, file reviews, and established methods to confirm comprehension; communicate findings and recommendations to appropriate managers.
• Support employee development by providing coaching, identifying strengths, recommending development or advancement opportunities, and fostering a culture focused on excellence and "Raving Fan" service.
• Prepare and present regular training reports to Executive Management, manage special projects as assigned, and maintain a high level of confidentiality and professionalism at all times.
• Any other duties as assigned.

About Us

Equity Resources, Inc. is a privately owned and operated mortgage bank headquartered in Newark, Ohio. We are licensed in 22 states, including Washington D.C., and operate branch offices in many of those locations. Our vision and purpose at Equity Resources, Inc. is quite simply to Improve the Lives of Families. We pride ourselves in creating Raving Fans of our customers AND our employees. We are celebrating our 33rd year in business and are continuing to grow! Come join our team!

Equity Resources offers a comprehensive total compensation and benefits package that includes medical, dental, and vision insurance; 401(k); company-paid life insurance; and much more!

Equity Resources is an equal opportunity employer. It does not discriminate against applicants or employees on the basis of race, color, religion, creed, national origin, ancestry, disability that can be reasonably accommodated without undue hardship, sex, sexual orientation, gender identity, age, citizenship, marital or veteran status, or any other legally protected status.