Mortgage Sales Trainer
About The Position
About AD Mortgage AD Mortgage is a dynamic and growing mortgage lender committed to excellence in service, innovation, and team development. As part of our wholesale branch, we’re looking for a knowledgeable and engaging Mortgage Sales Trainer to support the growth and success of our Sales and Account Executive teams. Position Summary The Mortgage Sales Trainer will be responsible for designing, delivering, and refining training programs that enhance the performance of our wholesale sales professionals. This role requires deep industry knowledge, a passion for training and coaching, and the ability to translate complex mortgage concepts into practical, actionable learning experiences.
Requirements
- 3+ years of experience in the mortgage industry, preferably in wholesale lending or sales.
- Proven experience in training, facilitation, or coaching roles.
- Strong understanding of mortgage products, sales processes, and compliance.
- Excellent communication, presentation, and interpersonal skills.
- Ability to adapt training styles to different learning needs and environments.
- Proficiency in Microsoft Office and learning management systems (LMS); experience with CRM platforms is a plus.
Nice To Haves
- experience with CRM platforms is a plus
Responsibilities
- Facilitate onboarding and ongoing training for wholesale sales and account executive team members.
- Develop and deliver curriculum focused on mortgage products, sales techniques, compliance, and CRM tools.
- Provide one-on-one and group coaching to improve sales effectiveness and product knowledge.
- Partner with sales leadership to identify skill gaps and tailor training solutions.
- Create engaging training materials, presentations, and job aids.
- Coordinate training logistics, including scheduling, communication, and tracking.
- Stay current on mortgage industry trends, guidelines, and best practices.
- Ensure training content reflects regulatory requirements and company standards.
- Work closely with Learning & Development, Sales, and Compliance teams to align training with business goals.
- Support cross-functional initiatives that enhance team member engagement and development.
Benefits
- PTO
- sick days
- paid volunteer hours
- medical
- dental
- vision insurance
- 401(k)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
