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Posted:6 days ago| Platform: Linkedin logo

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training compliance communication collaboration development design onboarding learning audit audits calibration reporting governance reports management transitions content standardization underwriting coaching writing documentation excel word powerpoint finance certifications

Work Mode

On-site

Job Type

Full Time

Job Description

Job Summary: We are seeking an experienced Subject Matter Expert (SME) in US Mortgage to lead training initiatives, ensure compliance, and maintain process excellence. This role demands strong communication, stakeholder collaboration, and training capabilities to enhance knowledge and performance across the team. Key Responsibilities: Training & Development: Design and implement robust training plans and curriculum roadmaps. Deliver onboarding and upskilling programs for new hires and experienced professionals. Develop educational materials such as learning modules, case studies, and training videos. Audit & Feedback: Perform regular transaction audits using prescribed templates provided by clients or internal stakeholders. Provide structured and documented feedback to team members based on audit findings. Participate in weekly calibration calls with internal and client stakeholders to ensure alignment. Reporting & Governance: Manage training databases, generate daily/weekly reports, and conduct Training Needs Analyses (TNA/TNI). Ensure timely reporting and strong governance with internal teams and external clients. Comply with all regulatory and client-specific requirements periodically. Knowledge Management & Project Execution: Lead knowledge acquisition and transfer processes during new transitions/projects. Strengthen in-house mortgage capabilities through the Mortgage Academy and mentorship. Collaborate with global virtual teams for content standardization and best practice sharing. Identify and present the business impact of training interventions to showcase value creation. Ensure the learning curve is mapped and aligned with industry standards. Critical Skills Required: Strong command over English (verbal and written). 5+ years of relevant experience in delivery and/or training in the US Mortgage (Originations / Pre-Underwriting) domain. Demonstrated expertise in: Client and stakeholder collaboration Coaching and performance feedback Writing SOPs and process documentation Microsoft Office tools – Excel, Word, and PowerPoint Preferred Qualifications: Postgraduate or MBA in Finance (preferred). Industry certifications (e.g., Mortgage Bankers Association credentials) will be an added advantage. Show more Show less

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