Corporate Trainer - Wholesale Division

Job Description:

Dominion Financial Wholesale is a premier business-to-business provider of residential mortgage loan products and services, serving the mortgage broker community. We specialize in offering competitive mortgage solutions while adhering to responsible lending practices.

We are seeking a skilled Corporate Trainer to join our team. In this role, you will play a vital part in onboarding and training both clients and internal employees. You will ensure clients are proficient in using our loan products, systems, and submission processes, while also equipping our internal teams with the knowledge and tools to effectively support client needs. Your work will include developing and delivering training on our Loan Origination System (LOS), third-party origination portals, and other key technologies. Additionally, you will provide ongoing support, create training materials, and collaborate with cross-functional teams to ensure alignment with company policies, industry regulations, and continuous improvement of processes.

Our Company’s Core Values:

• Integrity
• Accountable & Dependable
• Team Centric
• System & Process Oriented
• Service Ethic
• Organized Efficiency - Risk Management & Compliance

In This Role You Will:

• Conduct onboarding sessions for new clients, introducing them to the company’s loan products, systems, and processes. Ensure they are fully equipped to submit loans, track progress, and maintain compliance with regulatory standards.
• Train clients on the company’s mortgage products, pricing engine, eligibility guidelines, and submission processes. Ensure clients have a clear understanding of how to work with the company and submit loans efficiently.
• Provide training on the company’s Loan Origination System (Encompass), third party origination portals (TPOC), and any other relevant technology tools including Salesforce. Ensure clients can efficiently navigate systems for loan submissions, status tracking, and document management.
• Ensure that internal employees are well-versed in the company’s mortgage products and systems so they can communicate effectively with clients and handle transactions accurately.
• Train internal staff on company systems used to interact with clients, including loan origination systems (LOS), CRM tools, and client-facing portals. Ensure employees can assist clients with system navigation and troubleshooting.
• Provide ongoing training for internal teams to stay up-to-date on new product offerings, and system updates. Facilitate workshops, webinars, and knowledge-sharing sessions to continuously improve internal processes and client support.
• Offer ongoing support to clients as they apply what they’ve learned in training. Provide guidance on best practices for submitting loans, handling complex situations, and improving efficiency.
• Provide continuous training and coaching for internal teams to improve their ability to support clients effectively. Address any challenges faced by internal staff when working with clients and refine processes to improve efficiency.
• Measure the success of both client and internal employee training through performance assessments, feedback surveys, and performance data. Use this feedback to adjust training programs and continuously improve training methods and content.
• Develop and update training materials, including presentations, user guides, e-learning modules, and process documentation. Ensure that materials are tailored to the specific needs of clients and internal staff and are easily accessible for ongoing learning.
• Adapt training programs to meet the specific needs of different clients or internal teams. Offer specialized sessions as needed, based on product changes, system updates, or performance challenges.
• Work closely with internal departments, including operations, underwriting, and compliance, to ensure that training programs are aligned with current company practices, products, and regulatory requirements.
• Partner with the client relations team to gather feedback on client needs and challenges and adjust training programs to address gaps or issues in client understanding or performance.

Requirements:

• Bachelor’s degree in business, Finance, Education, or a related field preferred. Relevant mortgage industry certifications or training certifications are a plus.
• 3+ years of experience in the mortgage industry, ideally with experience training or working with mortgage brokers or internal teams in a sales or operations capacity.
• Strong knowledge of mortgage products, systems (LoanPass, Encompass, TPOC, Salesforce) and various website training.
• Leverage Teams and Zoom for remote online training.
• Proven experience in creating and delivering effective online training programs, including onboarding and ongoing learning for both external and internal audiences.
• Strong organizational, time management skills, and good interpersonal skills with the ability to handle multiple projects and deadlines.
• Energetic, approachable, and motivated to help others succeed.
• Strong problem-solving abilities and a proactive approach to continuous improvement.

Benefits:

• Health insurance
• Dental insurance
• Vision insurance
• 401(k)
• 401(k) matching
• Paid time off

While At Dominion You Will Enjoy:

• Company outings & social events
• Virtual events
• Companywide competitions and raffles
• Personal financial workshops
• Orioles season tickets