Mortgage Lending Trainer

Primis Bank•Georgetown, TX

23h•Hybrid

About The Position

The Mortgage Lending Trainer is responsible for training personnel on products, software, policies, procedures, and all regulations pertaining to state, federal, and lending compliance.

Requirements

High school diploma or equivalent required
4years + extensive experience in bank and mortgage accounting and the related functions.
Professional and effective verbal and written communications
High degree of detail orientation
Strong organizational skills
Ability to work independently with minimal supervision
Proficient with MS Office
Understanding and familiarity with Encompass LOS required

Nice To Haves

Bachelor’s degree in relative field preferred

Responsibilities

Partners with Director of Mortgage Lending Training to provide training to new hires on processes, products, services, and systems to enable sales and service success within a reasonable time after hire.
Evaluates the effectiveness of training programs by analyzing learner feedback and ensures content in training programs meets the business needs.
Assists with the design and development of training programs to meet the ongoing needs of the end-to-end lending process encompassing sales, fulfillment, and service.
Creates design documents, course content, test criteria, handouts, learning aids, and evaluation/measurement tools for all lending training programs.
Regular, reliable, and predictable attendance.
Enters new hires and maintains information in the Encompass system.
Assist in creating and fostering a talent and performance culture within the organization by developing tools and strategies that promote productivity and improve sales, service, and operational performance levels.
Participate on special projects as needed.
Stay abreast of industry changes by participating in conferences and educational opportunities, reading professional publications, and participating in professional organizations.
Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices.
All other duties as assigned.