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 …