Freedom Mortgage - Conshohocken, PA

posted 2 months ago

Full-time - Mid Level
Conshohocken, PA
Credit Intermediation and Related Activities

About the position

The Corporate Trainer, Sales at Freedom Mortgage is responsible for providing ongoing training and coaching to Call Center Loan Advisors. This role is pivotal in fostering a culture of continuous performance development within the Call Center, ensuring that the Mission of Sales Development is effectively integrated into the team's initiatives. The ideal candidate will possess a blend of training experience and mortgage sales expertise, enabling them to effectively train Loan Advisors on the company's systems, processes, and customer service skills. In this position, the trainer will manage Loan Advisors during their production training phase, guiding them in the use of call scripts, sales techniques, and best practices to help them meet or exceed performance goals. The trainer will also lead call reviews and coaching sessions, analyze production reports that highlight key performance indicators, and provide progress updates to sales leaders as Loan Advisors transition from training to active sales roles. A strong functional knowledge of all Call Center products and underwriting guidelines is essential, as is the ability to assist in developing training materials for coaching sessions and classroom presentations. The trainer will report directly to the Manager of Sales Development and will collaborate with team members to execute the company's mission statement. Additionally, the trainer will help implement Call Center initiatives and training pilots while ensuring compliance with all company policies and procedures. Regular and punctual attendance is expected, and the trainer may also perform other related duties as assigned.

Responsibilities

  • Train Loan Advisors on Freedom Mortgage Corporation's systems, processes and procedures, sales scripts, compliance requirements, and customer service skills.
  • Manage Loan Advisors during the production phase of training, including the use of call scripts, sales skills, best practices to meet or exceed performance goals, and training reinforcement.
  • Lead call reviews and coaching sessions.
  • Analyze production reports that contain key performance indicators.
  • Provide progress updates to sales leaders when transitioning Loan Advisors from training to the sales teams.
  • Demonstrate a strong functional knowledge of all Call Center products and underwriting guidelines.
  • Assist with development of training materials for coaching sessions and classroom presentations.
  • Report to the Manager of Sales Development. Collaborate with team members to help execute the mission statement.
  • Help execute Call Center initiatives and training pilots.
  • Comply with all company policies and procedures.
  • Maintain regular and punctual attendance.

Requirements

  • Minimum 3 years of Mortgage Sales Experience or related training experience.
  • Associate or bachelor's degree from a college or university; and/or 3+ years of related experience and/or training; or equivalent combination of education and experience.
  • Ability to obtain state mortgage originator licenses through the necessary process.
  • Initiative-taker, goal-oriented professional focused on providing the highest level of customer service.
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