Mortgage Sales Training Specialist

Role Overview

• Facilitate onboarding and training programs for Junior Account Executives and Account Executives in an onsite and virtual classroom environment
• Deliver engaging training sessions focused on mortgage systems, loan products, processes, workflows, compliance, and industry best practices
• Lead hands-on system training, walkthroughs, roleplays, exercises, and knowledge checks to reinforce learning and build confidence
• Provide one-on-one coaching and ongoing support to trainees throughout the onboarding and ramp-up process
• Partner closely with sales leadership and cross-functional teams to ensure training aligns with operational expectations and business needs
• Monitor trainee progress, participation, and performance, while providing feedback and recommendations to leadership
• Maintain training schedules, attendance records, and supporting documentation as needed
• Assist with new hire onboarding logistics, including training preparation, system access coordination, and classroom readiness
• Support continuous improvement efforts by identifying knowledge gaps, process challenges, and opportunities to enhance the training experience
• Stay current on mortgage industry updates, systems, products, and process changes to ensure training accuracy and effectiveness

Requirements

• 3+ years of experience facilitating training, onboarding, coaching, or employee development programs preferred
• 2+ years Mortgage industry experience is required, with strong knowledge of mortgage processes, terminology, systems, and operations. Previous sales experience preferred.
• Bachelor’s degree in business, human resources, communication, or related field.
• Strong presentation and communication skills with the ability to engage and connect with learners at all levels
• Comfortable leading both group training sessions and individual coaching conversations
• Ability to explain complex processes and systems in a clear, practical, and easy-to-understand way
• Highly organized with strong time management skills and the ability to manage multiple priorities in a fast-paced environment
• Strong interpersonal skills with a collaborative, supportive, and team-oriented mindset
• Proficiency in Microsoft Office Suite and experience working within mortgage-related systems and platforms
• Passion for employee development, learning, and helping others succeed
• Ability to work onsite full-time in our Atlanta office

Benefits

• EPM is an equal opportunity employer committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic.