Key skills
SalesforceLeadershipSales
About this role
Role Overview
- Facilitate live and virtual training sessions for new and experienced sales professionals
- Teach mortgage fundamentals, Tinman workflows, compliance basics, and borrower engagement skills
- Sales coach production roles (objection handling, disclosures, rate conversations, etc.)
- Track trainee performance with KPIs such as speed-to-competency, talk-to-app ratios, and borrower satisfaction
- Collaborate with peers to innovate training activities, roleplays, and assessments
- Embody and enforce team IMPACT (Integrity, Mastery, Presence, Accountability, Clarity, and Tenacity)
Requirements
- 2+ years mortgage experience
- Strong public speaking and facilitation skills (in-person and virtual)
- Confidence managing groups and energizing audiences
- Basic understanding of mortgage lifecycle or proven ability to learn complex technical systems quickly
- Hands-on experience with LOS platforms (Encompass, Blend, Optimal Blue, Melo, Salesforce, LOLA, Ignite) is preferred
- Mortgage industry experience (LC, LOA, processor, or operations) preferred
- Corporate training, coaching, or instructional design background preferred
- Sales training or customer-facing leadership experience preferred
- Certifications (ATD CPLP, SAFE Act, coaching credentials) preferred
Benefits
- Day One Coverage – Your benefits begin on your first day, so you’re supported from the start
- Nationwide Medical, Dental & Vision Coverage – Comprehensive plans that travel with you, wherever you are
- Mental Health Support When You Need It – Immediate access to virtual therapy with licensed providers for you and your eligible dependents (ages 6+), with your first few visits covered at no cost!
- Health Savings Account (HSA) – Includes an employer contribution to help you plan for healthcare expenses
- Employer-Funded Dependent Care FSA – Support for childcare and/or dependent care costs
- Disability & Life Insurance – Provided at no additional cost to give you added peace of mind
- Flexible PTO – Time off when you need it, so you can recharge and focus on what matters most
- Extra Perks & Discounts – Including pet insurance, savings programs, and more to support life beyond work