Training & Development Specialist

American Financing•Aurora, CO

56d•Onsite

About The Position

At American Financing, we're innovators with imagination. We do what it takes to help customers achieve their financial goals. And we stay ahead of the competition by challenging ourselves to become more efficient. We are one of the fastest-growing national mortgage lenders because we don't follow the status quo. See what it's like to work for a national mortgage lender that truly values its employees. Wherever your passions lie, you can find rewarding work and new opportunities here. Casual work environment Family-owned, Customer-focused Denver Post Top Workplace Top 50 Family-Owned Business Best of Colorado Business Inc. 5000 Fastest-growing Private Company We are seeking a proactive Mortgage Sales Training Specialist for a full-time, in-office role in Aurora. In this position, you will drive team excellence through personalized 1-on-1 coaching, utilizing techniques such as role-playing, call monitoring, and shadowing. You’ll be responsible for identifying real-time skill gaps, developing custom training materials, and leading the rollout of new software and process changes. Beyond initial onboarding, you will serve as a continuous mentor—proactively analyzing performance data to schedule targeted training and ensure every team member achieves full independence and high-quality results.

Requirements

Bachelor’s degree in Business, Finance, Education, or a related field (or equivalent professional experience).
Minimum of 3-5 years of experience in mortgage lending, with direct experience in sales or origination.
Minimum of 2 years of experience in corporate training, coaching, or instructional design, preferably within the financial services or mortgage industry.
Deep understanding of the mortgage industry, including loan products (Conventional, FHA, VA, USDA), regulatory compliance (e.g., TRID, RESPA), and the loan origination process.
Exceptional listening and analytical skills, with a proven ability to identify skill deficiencies from call recordings and performance data.
Excellent verbal, written, and presentation skills, with the ability to communicate complex topics clearly and engagingly to diverse audiences.
Proficiency in creating professional training materials and using learning management systems (LMS) or training software.
Strong coaching and mentoring abilities, with patience and a results-oriented approach to individual development.
Self-starter with the ability to work independently, manage multiple projects, and meet deadlines.

Responsibilities

Structured Onboarding: Design and deliver structured training programs for new company hires to ensure rapid integration and proficiency in company products, systems, compliance, and sales methodology.
Provide consistent, actionable feedback to new hires to ensure they meet individual performance expectations within their first month.
Identify skill gaps through active monitoring and pivot training strategies to address individual needs and promote high-quality performance.
Long-term Support: Serve as a continuous point of contact after formal training to provide ongoing mentorship and ensure long-term success for all team members.
Develop and Update Resources: Create, maintain, and update comprehensive training guides, job aids, presentations, and resources covering all stages of the mortgage sales cycle.
New Program Rollouts: Create and deliver training material for new programs, software, and process changes within the organization.
Workshops and Seminars: Facilitate group training sessions, workshops, and continuing education seminars on new products, regulatory changes, and advanced sales techniques.
Data and File Review: Conduct post-training check-ins by reviewing company data and worked files to ensure high-quality performance.
Call Evaluation: Regularly listen to and evaluate recorded sales calls and live interactions to identify best practices and areas for improvement in scripting and objection handling.
Organizational Feedback: Attend weekly meetings to provide data-driven feedback and suggestions regarding company changes and process improvements.