Corporate Processing Trainer (On-Site)

CrossCountry Mortgage - Cleveland, OH

Full-time

Cleveland, OH

5,001-10,000 employees

Credit Intermediation and Related Activities

About the position

The Corporate Processing Trainer at CrossCountry Mortgage (CCM) is responsible for conducting and facilitating a variety of training sessions, both in-person and virtually. This role is crucial in ensuring that corporate and branch employees are well-equipped with the necessary skills and knowledge related to mortgage loan processing. The trainer will engage learners through dynamic presentations and interactive sessions, covering topics such as Junior and Senior Loan Processor tasks, the Encompass system, and other integrated systems. The position requires a strong ability to mentor new hires and provide ongoing training to employees at different experience levels, ensuring that all training initiatives align with company standards and compliance requirements. In this role, the Corporate Processing Trainer will act as a liaison between various departments to gather updated information on processes and procedures, which will be used to create and update training materials. The trainer will also be responsible for developing and maintaining a comprehensive mortgage curriculum and job aids that reinforce processing knowledge among employees. Additionally, the trainer will collaborate with the Learning and Development Team to create reference materials that ensure uniform delivery of training across the organization. The trainer will provide feedback on the effectiveness of training sessions and individual employee performance, helping to shape future learning plans. This position requires travel to branches as necessary, and the trainer will be expected to continuously improve training methods and skills by incorporating new techniques and feedback from participants. Overall, the Corporate Processing Trainer plays a vital role in enhancing employee engagement and performance through effective training and development initiatives.

Responsibilities

• Act as a mentor and assist in the onboarding of new hires in a processing-focused role.
• Develop and conduct training sessions related to mortgage loan processing, the implementation of new software applications, procedures, and compliance requirements.
• Act as a liaison between departments to obtain information on updated processes and procedures to create/update training materials and training courses.
• Conduct both onsite and web-based trainings and travel to branches as required.
• Act as a subject matter expert (SME) in the processing workflow.
• Develop and maintain mortgage curriculum and job aids for required use by all employees to train and reinforce mortgage processing knowledge.
• Collaborate with Learning and Development Team to create reference materials to ensure all training is delivered uniformly.
• Maintain process and procedure documentation as it pertains to the training material required for Encompass and all other related systems and integrations.
• Provide feedback regarding the effectiveness of training and individual employee results, job performance, and future learning plans.
• Coordinate training meetings and events as needed.
• Work to improve training methods and skills by introduction of new training methods.
• Provide post-training support on questions and concerns related to the project and act as a SME on the related topic.
• Support the Training Department by providing feedback on existing content and facilitation for new hire training to improve engagement and training methodologies.

Requirements

• A minimum of 5 - 7 years of mortgage industry experience required working in a loan processor role.
• Firsthand experience and vast knowledge of Encompass LOS.
• A minimum of 1 - 3 years of experience in a training role preferred.
• Exceptional facilitation, presentation, and listening skills.
• Excellent interpersonal communication, presentation, and communication skills.
• Public speaking skills and at ease moderating large groups.
• Learning agile with analytical and critical thinking skills.
• Creative ability, writing proficiency, visual graphics design ability.
• Ability to establish and maintain effective and comfortable relationships with employees, supervisors, and senior management.
• Ability to articulate performance outcomes objectively for trainees and managers.
• Advanced knowledge of Microsoft Office (i.e. Word, Excel, Outlook, and PowerPoint).
• Must be available to travel to affiliate locations as necessary, including out-of-state.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401K plan
• Company-provided short-term disability
• Employee assistance program
• Wellness program