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Full-time
bachelor degree
Posted 2d ago
~40 hrs/week
Responsibilities
The Mortgage Sales Trainer designs and delivers training programs to enhance the sales team's product knowledge, compliance, and sales techniques. They also monitor training effectiveness and provide ongoing coaching to drive sales performance and client satisfaction.
Requirements
Candidates should have proven experience in mortgage sales or training along with strong knowledge of loan processes and regulatory requirements. A bachelor's degree in business, finance, or education is preferred, alongside proficiency in training software and LMS tools.
Full job description
About this opportunity
The Mortgage Sales Trainer is responsible for designing, delivering, and continuously improving training programs that enhance the skills and knowledge of the mortgage sales team. This role focuses on ensuring that sales representatives are equipped with the necessary product knowledge, sales techniques, regulatory compliance, and customer service skills to drive sales performance and deliver exceptional client experiences.
Key Responsibilities
Develop and deliver engaging training sessions on mortgage products, sales techniques, market trends, compliance, and customer service.
Assess training needs and identify skill gaps within the sales team.
Create training materials, manuals, and e-learning modules tailored to different experience levels.
Monitor and evaluate the effectiveness of training programs through assessments, feedback, and performance metrics.
Collaborate with sales managers and leadership to align training with business goals and sales targets.
Provide ongoing coaching and support to sales staff to improve their sales techniques and product knowledge.
Stay current with industry regulations, mortgage products, and sales best practices.
Facilitate onboarding and continuous development programs for new and existing mortgage sales representatives.
Lead group workshops, role-playing exercises, and one-on-one coaching sessions. Track and report on training outcomes and progress.
Location and Schedule
This is a full-time, office-based position in a modern, cozy environment in our Fort Lauderdale HQ.
Our standard working hours are Monday to Friday, 9:00 AM to 6:00 PM, promoting a healthy work-life balance.
Skills & Qualifications
Proven experience in mortgage sales and/or mortgage sales training.
Strong knowledge of mortgage products, loan processes, and regulatory requirements.
Excellent communication and presentation skills.
Ability to design and implement effective training programs.
Coaching and mentoring experience is highly desirable.
Proficient with training software, learning management systems (LMS), and virtual training tools.
Strong organizational and time-management skills.
Bachelors degree in business, finance, education, or related field preferred
Take the first step towards a rewarding career in the mortgage industry with AD Mortgage.
Our Recruitment team will reach out to you shortly!
Connect with us: Explore our social media to get a sense of our corporate culture.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sexual orientation, age, marital status, veteran status, or disability status.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
US Top-10 Wholesale Lender by Forbes | A top Non-QM Lender l NMLS ID #958660 l Equal Housing Lender
Industry
Financial Services
Company size
201-500 employees
Founded
2005
Headquarters
Fort Lauderdale, Florida
LinkedIn followers
25,097
AD Mortgage is proud to be ranked among the Top 5 U.S. Wholesale Lenders by Mortgage Brokers. We're leading the charge in Non-QM innovation, backed by a full product lineup that includes Conventional, Government, Jumbo, VA, and of course, Non-QM loans.
We’re focused on delivering both advanced technology and the human support our partners rely on. Our commitment to excellence is supported by our award-winning technology:
🔺 AIM – our AI-driven broker portal
🔺 Self-Disclosure – 24/7 disclosures in under one minute
🔺 Non-QM AUS – first-ever automated underwriting for Non-QM scenarios
🔺 ADvantage Loyalty Program – over 9,000 partners earning rewards
🔺 Concierge Service & Income Calculator – faster closings, smarter support
With industry-best pricing, fast turn times, and the Power of Yes, we help our partners grow with confidence.
Become our partner! Visit us at https://admortgage.com/become-a-partner/?utm_source=li&utm_medium=sm&utm_campaign=description
NMLS ID #958660 | Equal Housing Lender | www.nmlsconsumeraccess.org
Offices: 899 W Cypress Creek Rd, Fort Lauderdale, Florida 33309, US · 5440 Corporate Dr, Troy, Michigan 48098, US