Process Trainer

Process Trainer – U.S. Mortgage Underwriting

Location:

Key Responsibilities

• Serve as a

  Subject Matter Expert (SME)

  in U.S. mortgage originations and/or pre-underwriting, ensuring in-depth domain knowledge is shared across the team.

• Design and deliver

  training programs—from onboarding new hires to upskilling experienced professionals—with materials like modules, case studies, training videos, and SOPs.

• Conduct audits

  of proof-of-concept transactions or underwriting processes using client-defined templates, and provide

  structured, documented feedback

  to trainees.
• Participate in

  regular calibration calls

  with internal and client stakeholders to align on performance expectations and ensure training efficacy.
• Manage

  training databases

  , generate daily/weekly reports, and perform

  Training Needs Analysis (TNA/TNI)

  to track progress and optimize programs.
• Lead

  knowledge transfer

  during new project transitions, leveraging global virtual teams to standardize content and share best practices.
• Highlight the

  business impact

  of training interventions to demonstrate value and help align learning curves with industry standards.

Skills & Qualifications

• 5+ years

  of experience in

  U.S. mortgage originations or pre-underwriting

  delivery/training roles.
• Strong proficiency in training content development:

  SOPs, process documentation

  , and educational materials.
• Excellent

  communication skills

  (English – written and verbal) and stakeholder collaboration capabilities.
• Proficient with

  Microsoft Office tools

  : Excel (reporting, data analysis), Word, and PowerPoint