Trainer - US Mortgage (Onboarding & Default Management Loan Servicing)

Job Title: Trainer (Onboarding & Default Management Loan Servicing)

Department: Learning & Development

Location: Bangalore

Reporting To: Training Manager

Job Summary

The Corporate Trainer is responsible for delivering comprehensive onboarding and domain-specific training to new joiners within the mortgage servicing division. The role focuses on imparting knowledge related to company policies, compliance frameworks, and foundational mortgage concepts, with an emphasis on Default Management, including Foreclosure and Bankruptcy processes. The trainer also oversees trainee assessments, provides performance feedback, and ensures successful transition to process training.

Key Responsibilities:

1. New Hire Onboarding

Conduct structured induction training for new employees, covering:

• Deliver onboarding sessions covering the Company Overview, Core Values, HR Policies, Code of Conduct, IT Security Guidelines, and POSH (Prevention of Sexual Harassment) Policy.
• Ensure completion and compliance with all mandatory onboarding modules and associated documentation requirements.

2. Domain Training – U.S. Mortgage & Default Management

Deliver foundational training on U.S. mortgage industry structure, stakeholders, and loan lifecycle.

Provide an overview of the Default Management area, covering:

• Delinquency stages, Collections and Loss Mitigation
• Introduction to Foreclosure and Bankruptcy workflows

3. Specialized Training – Foreclosure and Bankruptcy

Facilitate detailed training sessions on:

• Foreclosure process, legal timelines, notices, and property disposition
• Bankruptcy process, detailed basics of Chapters 7, 13 and 11
• Explain the servicer’s role, key documents, and system navigation related to legal events.

4. Assessments and Trainee Evaluation

• Design and conduct periodic assessments (quizzes, role plays, case-based tests) to evaluate knowledge.
• Provide timely, structured feedback to trainees, while maintaining attendance logs and engagement records throughout the training cycle.
• Prepare individualized scorecards that summarize test performance, communication and participation levels, and overall readiness for transition to operations.

5. Coordination with Operations

• Collaborate with Operations Team Leads and Managers for a smooth trainee handoff.
• Share detailed training performance reports and recommendations.
• Participate in calibration discussions to ensure training outcomes align with process expectations.

6. Content Management & Continuous Improvement

• Regularly update training decks and documents based on policy changes or process updates.
• Incorporate feedback to enhance training delivery and curriculum effectiveness.
• Maintain organized records of training materials, attendance sheets, feedback forms, and version control documents.

Required Skills and Qualifications:

• Graduate in any discipline; preference for candidates with US Mortgage background
• Minimum 1–2 years experience as a Trainer or SME in U.S. Mortgage processes (Default Management preferrable)
• In-depth knowledge of Foreclosure and Bankruptcy in US mortgage
• Strong facilitation and communication skills
• Proficient in MS Office (Word, PowerPoint, Excel); experience with SharePoint
• Ability to assess, coach, and guide trainees effectively

Preferred Attributes:

• Organized and detail-oriented with a structured training approach
• Proactive in identifying trainee learning needs and performance gaps
• Comfortable in managing both virtual and in-person training environments
• Experience in preparing reports and documentation for leadership review

Job Type: Full-time

Work Location: In person