Mortgage Lending Training Specialist

Homewise•Albuquerque, NM

19h•Onsite

About The Position

The mission of the Mortgage Lending Training Specialist is to strengthen the skills, knowledge, and effectiveness of the Homewise mortgage lending team by developing and delivering high-quality training programs, documenting processes and procedures, and serving as the lead administrator for the Loan Origination System (LOS). This role bridges operational expertise with adult learning to build a capable, confident, and compliant team that delivers exceptional service to Homewise customers.

Requirements

Minimum of three years’ experience in mortgage lending, loan processing, or a related financial services role required
Demonstrated experience with Loan Origination Systems required
Knowledge of federal mortgage lending regulations (RESPA, TRID, HMDA) required
High school diploma or equivalent required
Computer skills. Competence in Microsoft Excel, Word, Outlook, Loan Origination software, Windows, and other software applications as appropriate.
Instructional design and facilitation. Skilled in designing effective adult learning experiences and delivering engaging training in both in-person and virtual settings.
Technical proficiency. Demonstrated ability to learn, administer, and train others on complex software systems, particularly Loan Origination Systems.
Communication skills. Able to clearly present information – both orally and written – and adapt communication style to diverse audiences.
Customer service. Extremely responsive to internal team requests; exceeding colleagues’ expectations. Abides by Homewise, Inc. Customer Service Standards.
Attention to detail. Reviews work thoroughly to ensure accuracy in training content, SOPs, and system configurations.
Problem-solving skills. Grapples to understand a problem and its underlying causes before finding a solution; applies this approach to both training gaps and system issues.
Accountability. Embraces accountability in order to achieve meaningful results and models this for the team.
Flexibility and adaptability. Adjusts quickly to changing priorities, system updates, and regulatory requirements. Copes effectively with complexity and change.
Collaboration. Ability to build strong working relationships across departments and work effectively as part of a team.
High standards. Expect personal performance and training deliverables to be nothing short of the best.

Nice To Haves

associate’s or bachelor’s degree in education, business, or a related field preferred
Experience in training, instructional design, or staff development strongly preferred
Calyx Point experience strongly preferred
Ability to serve Spanish-speaking clients and staff in Spanish preferred

Responsibilities

Designs, develops, and delivers training programs for mortgage lending staff, including onboarding curricula, ongoing skills development, and regulatory compliance training.
Creates and maintains training materials including manuals, job aids, process guides, e-learning modules, and quick-reference resources for loan processing, underwriting support, and customer service workflows.
Conducts regular training needs assessments in partnership with the Mortgage Loan Operations Director to identify skill gaps and prioritize learning objectives.
Facilitates both in-person and virtual training sessions for new hires and existing team members, adjusting instruction to accommodate varying experience levels.
Serves as the primary subject matter expert and lead administrator for the Loan Origination System (LOS), including system configuration, user access management, troubleshooting, and staff support.
Coordinates with the LOS vendor on system updates, enhancements, and issue resolution; communicates changes to staff and develops corresponding training materials.
Documents and maintains up-to-date standard operating procedures (SOPs) for all mortgage lending processes, ensuring alignment with regulatory requirements and Homewise policies.
Monitors and evaluates the effectiveness of training programs through assessments, observation, and performance data; continuously improves training content based on findings.
Partners with Mortgage Loan Officers, Loan Processors, and Loan Operations leadership to ensure training reflects current best practices and regulatory expectations.
Supports compliance training efforts related to RESPA, TRID, HMDA, and other applicable federal and state mortgage lending regulations.
Assists in the onboarding of new lending staff, ensuring a smooth transition into their roles through structured orientation and mentorship activities.
Uses the Homewise, Inc. STARS database system, Outlook, Calyx Loan Origination system, and other electronic tools to provide the best service to customers.
Compliance with all applicable regulations, policies, and procedures.