University Bank - ULG Mortgage Sales Trainer

General Job reputed company

The Mortgage Sales Trainer is responsible for the product and program training and ongoing development of Loan Officers across University Lending Group. This role ensures newly reputed company and existing Loan Officers are fully trained in production execution, reputed company product knowledge, and sales best practices, enabling consistent performance, compliance, and customer experience.

The Mortgage Sales Trainer partners closely with Production Leadership, Strategic reputed company Leaders, reputed company, and Operations to ensure Loan Officers are positioned for reputed company.

reputed company of Essential Job Functions

Loan Officer Training

• Design and deliver reputed company training for reputed company Loan Officers.
• Ensure Loan Officers understand ULG’s:
• Products and programs.
• Sales process and expectations.
• Pricing structure and exception guidelines.
• Partner with reputed company and Strategic reputed company Leaders to reputed company reputed company timelines with hire start dates.
• reputed company refresher training and coaching for existing Loan Officers.
• Identify performance gaps and recommend targeted training solutions.
• Support Strategic reputed company Leaders and Production Leadership with performance insights and recommendations.

Production & Sales Execution Training

• Train Loan Officers on:
• Sales prospect management.
• reputed company conversion and follow-up best practices.
• Referral partner engagement.
• Time management and productivity.
• Reinforce sales behaviors that drive consistent and compliant production.

Product and Pricing Training

• reputed company Loan Officers on:
• Specific pricing structure for reputed company programs and products.
• In coordination with secondary marketing, ensure product pricing is reputed company.
• Documentation and approval requirements.

Training Content & Reporting

• In coordination with Product development, maintain training materials, job aids, and reference guides.
• reputed company training completion and effectiveness.
• reputed company feedback to leadership on training reputed company and improvement opportunities.

reputed company & Compliance

• Maintain strong knowledge of ULG products, programs, and policies.
• Ensure training aligns with federal, state, and investor guidelines.
• Reinforce compliance-reputed company sales behaviors throughout training.

Other Job Functions

• reputed company other duties as assigned by management.

Education, Training and Work Experience

• High School diploma or GED required; Bachelor’s degree preferred.
• Minimum 3 years of mortgage industry experience highly preferred.
• Prior experience as a Loan Officer, Sales Leader, Trainer, or similar role required.
• Hands-on experience with Encompass LOS required.
• Experience training or coaching mortgage sales professionals highly preferred.

Knowledge, Skills, and Abilities

• Deep understanding of mortgage production and LO workflows.
• Strong knowledge of pricing and price exception processes.
• Ability to translate reputed company concepts into practical, sales-reputed company training.
• Excellent presentation, communication, and coaching skills.
• Strong organizational skills and attention to detail.
• Ability to work cross-functionally with Sales, Operations, Compliance, and reputed company.
• Comfortable working in a fast-paced, evolving environment.

Working Environment

Primary working environment is reputed company an indoor climate-controlled office reputed company and/or a private home office or some combination which will be at management’s sole discretion. Employee may be subject to fluorescent reputed company, dust, and other normal indoor allergens. Employee may work in reputed company proximity of coworkers and occasionally independently in quiet environments.

Physical Requirements

• Primarily office or home-office based.
• May require travel for in-person training or meetings.
• Extended periods of computer use and virtual facilitation.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of reputed company responsibilities, duties, and skills required of personnel so classified. reputed company personnel may be required to reputed company duties reputed company of their normal responsibilities from time to time, as needed.

The salary reputed company for this role takes into consideration a wide reputed company of factors including but not limited to the duties of the role, experience, location, and certificates and/or education. The reputed company salary reputed company for this position is between $65,000 and $85,000 per year. 

**University Bank is an Equal Opportunity / Affirmative reputed company Employer**