Mortgage Sales Trainer

Job Title: ProLO Trainer

Location:  Tustin, CA  (Full-time In Office Position)

Summary: Seeking a highly motivated and well-spoken Mortgage Sales Trainer needed for our ProLO program (entry level Loan Officer training).  This is also an excellent opportunity for a current Mortgage Loan Officer who is seeking career advancement.  This individual is responsible for the development, facilitation and evaluation of training programs. The candidate must be able to assess training needs, design, develop and administer training programs.  The desired candidate must be capable of acting with a high degree of independence, serving as the primary resource and mentor for training for all employees, with responsibility for developing knowledge and skill sets that lead to measurable performance increases.

Comp- starting at $80k DOE

• Facilitates training sessions for the ProLO program (Mortgage fundamentals, Sales strategies, and general Loan Officer training)
• Recommends, develops, administers and evaluates training curriculum to assist our departments achieve stated goals and objectiv
• Evaluates, and has direct or indirect responsibility for, the impact of training programs on the efficiency, accuracy, productivity and/or profitability of our company and its employ
• Develops and executes needs assessments and testing procedures to identify training and development nee
• Researches outside training sources; consults with others business units within NAF as appropriate to identify current training programs and materials appropriate for our company.
• Confers with all levels of management to gain knowledge of work situations to identify and conduct special training needs.
• Creates and maintains written training manuals and job ai
• Prepares training outlines, scripts, expected results, evaluation and related material Conducts training sessions and monitors effectiveness.
• Will be working alongside the VP of Sales Training, EVP of Production for CD Sales, and other management.

Education/Experience:

High school diploma or general education degree (GED)

• Must have at least 2 years of recent mortgage Loan Officer experience
• Prior mortgage sales training experience preferred
• Encompass loan origination system experience preferred
• Internal candidates must be in good standing within their current role
• Internal candidates must obtain manager approval for application submission

Core Competencies: To perform the job successfully, an individual should demonstrate the following competencies:

• Oral Communication – Strong public speaking skills and presence; speaks clearly and persuasively in positive or negative situations; Listens and obtains clarification; Responds well to questions; Participates in meeting
• Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topic
• Interpersonal - Maintains confidentiality; Keeps emotions under cont
• Team Work - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed; Recognizes accomplishments of other team member
• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Presents numerical data effectively; Able to read and interpret written informatio
• Quality Management - Looks for ways to improve and promote quality; Demonstrates accuracy and thorough
• Diversity - Shows respect and sensitivity for cultural differences; Promotes a harassment-free environme
• Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational valu
• Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; supports organization's goals and values.
• Strategic Thinking - Develops strategies to achieve organizational goals; Understands organization's strengths & weaknesses; Adapts strategy to changing conditi
• Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected event
• Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on tim
• Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate p
• Initiative - Asks for and offers help when ne
• Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decis
• Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently.
• Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitment
• Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
• Safety and Security - Observes safety and security procedures; Reports potentially unsafe conditions.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities for essential functions.

Language Ability:

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

Math Ability:

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Reasoning Ability:

Ability to apply common sense to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Computer Skills:

To perform this job successfully, an individual should have knowledge of MS Word, MS PowerPoint, MS Excel spreadsheet software, and MS Outlook software.

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.

The noise level in the work environment is usually quiet.

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.   Must be able to lift up to ten pounds.   Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information.   VISION:   See in the normal visual range with or without correction.   HEARING:   Hear in the normal audio range with or without correction.

EOE/M/F/D/V. Drug-free workplace.

Work Authorization:

Must be able to verify identity and employment eligibility to work in the U.S.

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