Mortgage Underwriting Trainer
AD Mortgage LLC, Troy, MI, United States
AD Mortgage
- Financial Holding Company successfully providing residential and commercial loans for more than 20 years, based in Florida. We represent our A+++ service in states but are striving to obtain licenses in every State of the US and to become a Nationwide Mortgage Lender. Our employees are our most valuable resource, and their knowledge and expertise play an important role in achieving our client’s goals. We have 400+ employees, and it’s just the beginning!
Overall Responsibility We are seeking a skilled
Mortgage Underwriting Trainer
to design, implement, and manage training programs that support the development of our underwriting team. This individual will leverage proven instructional design methodologies and adult learning principles to ensure underwriters are equipped with the knowledge and skills necessary to assess mortgage applications accurately and in compliance with industry regulations. The ideal candidate will combine deep underwriting expertise with strong technical learning and development skills.
Key Responsibilities
Develop and Deliver Training Programs
Design and deliver training materials and deliver training sessions to engage learners effectively.
Create learning objectives that address various cognitive levels, from knowledge and comprehension to application and evaluation.
Instructional Design and Delivery
Create e-learning modules, job aids, virtual instructor‑led trainings, and in‑person workshops tailored to underwriting topics, including FHA, VA, and conventional loans.
Utilize multimedia tools, learning management systems (LMS), and gamification techniques to enhance learner engagement.
Assessment and Evaluation
Develop quizzes, case studies, and practical underwriting scenarios to evaluate trainees’ understanding and application of key concepts.
Conduct post‑training evaluations to measure training effectiveness and make improvements based on feedback.
Onboarding and Continuous Development
Lead comprehensive onboarding programs for new underwriting staff, focusing on software systems, compliance standards, and loan risk assessment.
Provide ongoing education to address changes in underwriting regulations and company policies.
Performance and Gap Analysis
Conduct needs assessments to identify skill gaps and training requirements within the underwriting team.
Collaborate with compliance and operations teams to address audit findings through targeted training initiatives.
Technical and Soft Skills Training
Provide training on underwriting software, data analysis tools, and technical processes.
Deliver workshops on communication, problem‑solving, and critical thinking to enhance overall underwriting performance.
Resource Maintenance
Regularly update training materials to reflect regulatory changes, industry trends, and organizational policies.
Qualifications
Bachelor’s degree in finance, business, education, or a related field (preferred).
Certifications in instructional design or learning and development (e.g., CPTD, ATD, or similar) are a plus.
Experience
3+ years of experience in mortgage underwriting (e.g., NQM, FHA, VA, conventional loans).
2+ years of experience in learning and development, instructional design, or corporate training.
Skills
Proficient in instructional design frameworks, such as ADDIE, ROPES, and Bloom’s Taxonomy.
Experience using learning management systems (LMS) and e‑learning tools like Articulate, Captivate, or similar.
Strong project management skills to oversee training program development and execution.
Ability to design assessments that measure knowledge retention and application.
Exceptional communication, facilitation, and presentation skills.
Familiarity with adult learning theories and methodologies, including experiential and scenario‑based learning.
Technical Knowledge
Knowledge of underwriting software systems and compliance platforms.
Experience incorporating AI tools or analytics into training programs to monitor learner progress and outcomes.
We Offer
PTO/Sick Days
Comprehensive medical, dental, vision benefits
Paid volunteer hours
Life Insurance, Short‑term Disability, and Long‑term Disability
Health Savings Account
401(k)
Paid training and career development
Healthy grab‑and‑go snacks
Career Growth: As part of a growing and evolving company, you will have ample opportunities to develop your career, take on new challenges, and make a significant impact.
Inclusive Culture: We are committed to fostering a diverse and inclusive workplace where all employees feel valued and empowered. We celebrate unique perspectives and believe diversity drives innovation.
Cutting‑Edge Technology: Access state‑of‑the‑art learning tools and technologies to enhance your own professional development and that of the entire organization.
Location This role is an on‑site position at our office.
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.
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- Financial Holding Company successfully providing residential and commercial loans for more than 20 years, based in Florida. We represent our A+++ service in states but are striving to obtain licenses in every State of the US and to become a Nationwide Mortgage Lender. Our employees are our most valuable resource, and their knowledge and expertise play an important role in achieving our client’s goals. We have 400+ employees, and it’s just the beginning!
Overall Responsibility We are seeking a skilled
Mortgage Underwriting Trainer
to design, implement, and manage training programs that support the development of our underwriting team. This individual will leverage proven instructional design methodologies and adult learning principles to ensure underwriters are equipped with the knowledge and skills necessary to assess mortgage applications accurately and in compliance with industry regulations. The ideal candidate will combine deep underwriting expertise with strong technical learning and development skills.
Key Responsibilities
Develop and Deliver Training Programs
Design and deliver training materials and deliver training sessions to engage learners effectively.
Create learning objectives that address various cognitive levels, from knowledge and comprehension to application and evaluation.
Instructional Design and Delivery
Create e-learning modules, job aids, virtual instructor‑led trainings, and in‑person workshops tailored to underwriting topics, including FHA, VA, and conventional loans.
Utilize multimedia tools, learning management systems (LMS), and gamification techniques to enhance learner engagement.
Assessment and Evaluation
Develop quizzes, case studies, and practical underwriting scenarios to evaluate trainees’ understanding and application of key concepts.
Conduct post‑training evaluations to measure training effectiveness and make improvements based on feedback.
Onboarding and Continuous Development
Lead comprehensive onboarding programs for new underwriting staff, focusing on software systems, compliance standards, and loan risk assessment.
Provide ongoing education to address changes in underwriting regulations and company policies.
Performance and Gap Analysis
Conduct needs assessments to identify skill gaps and training requirements within the underwriting team.
Collaborate with compliance and operations teams to address audit findings through targeted training initiatives.
Technical and Soft Skills Training
Provide training on underwriting software, data analysis tools, and technical processes.
Deliver workshops on communication, problem‑solving, and critical thinking to enhance overall underwriting performance.
Resource Maintenance
Regularly update training materials to reflect regulatory changes, industry trends, and organizational policies.
Qualifications
Bachelor’s degree in finance, business, education, or a related field (preferred).
Certifications in instructional design or learning and development (e.g., CPTD, ATD, or similar) are a plus.
Experience
3+ years of experience in mortgage underwriting (e.g., NQM, FHA, VA, conventional loans).
2+ years of experience in learning and development, instructional design, or corporate training.
Skills
Proficient in instructional design frameworks, such as ADDIE, ROPES, and Bloom’s Taxonomy.
Experience using learning management systems (LMS) and e‑learning tools like Articulate, Captivate, or similar.
Strong project management skills to oversee training program development and execution.
Ability to design assessments that measure knowledge retention and application.
Exceptional communication, facilitation, and presentation skills.
Familiarity with adult learning theories and methodologies, including experiential and scenario‑based learning.
Technical Knowledge
Knowledge of underwriting software systems and compliance platforms.
Experience incorporating AI tools or analytics into training programs to monitor learner progress and outcomes.
We Offer
PTO/Sick Days
Comprehensive medical, dental, vision benefits
Paid volunteer hours
Life Insurance, Short‑term Disability, and Long‑term Disability
Health Savings Account
401(k)
Paid training and career development
Healthy grab‑and‑go snacks
Career Growth: As part of a growing and evolving company, you will have ample opportunities to develop your career, take on new challenges, and make a significant impact.
Inclusive Culture: We are committed to fostering a diverse and inclusive workplace where all employees feel valued and empowered. We celebrate unique perspectives and believe diversity drives innovation.
Cutting‑Edge Technology: Access state‑of‑the‑art learning tools and technologies to enhance your own professional development and that of the entire organization.
Location This role is an on‑site position at our office.
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.
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