Rate · 1 week ago
Corporate Trainer
United States
Full-time
Remote
Mid Level
$60K/yr - $70K/yrRate is one of the nation’s top retail mortgage lenders, delivering a seamless, tech-driven experience that helps customers reach their homeownership and financial goals. The corporate trainer will support the development and success of new hire mortgage loan officers, ensuring a smooth transition and fostering long-term career growth through engaging training sessions and comprehensive training materials.
Consumer LendingFinanceFinancial ServicesLendingMortgagePersonal FinancePropTech
Responsibilities
Host and deliver engaging live training sessions in front of audiences ranging from 20 to 200 trainees
Provide ongoing support and guidance to newly hired mortgage loan officers as they begin their roles
Develop, update, and maintain comprehensive training materials, including job aids, reference guides, FAQs, and other assets tailored to the specific needs of the lending department
Record video training assets showing system functionality, typically between 3–6 minutes in length
Manage ServiceNow tickets and the training inbox, troubleshooting issues with technology or systems to help remedy loan officer questions
Work collaboratively with VPs and various stakeholders, providing expertise to assist with loan-level questions and process clarifications
Facilitate training classes and conduct one-on-one coaching sessions to reinforce skills and improve performance
Offer personalized assistance to mortgage loan officers to enhance their knowledge and competencies
Qualification
Required
Must have a mortgage background or equivalent work experience in mortgage Lending, learning & development, or training facilitation
Continuous mortgage knowledge is required, keeping up with technology or process enhancements and maintaining alignment with industry trends
Proven experience in public speaking and delivering presentations to groups
Ability to convey complex knowledge clearly and effectively to others, with a deep understanding of operations, products, and processes
Familiarity with creating and updating training materials that are tailored to meet specific needs, utilizing adult learning principles
Must be familiar with PowerPoint and Excel
Demonstrated excitement to help others succeed and a positive attitude toward organizational change
Preferred
Ideally come from a learning and development background
Previous experience with video editing using platforms like Canva, Bom Bom, or similar services is a plus
Benefits
Eligibility to participate in a company-sponsored 401(k)
Vacation benefits
Eligibility for medical, dental, vision, and prescription drug benefits
Flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts)
Life insurance and death benefits
Critical care insurance
Personal accidental insurance
Commuter benefits
Pet insurance
Certain time off and leave of absence benefits
Well-being benefits (e.g., employee assistance program)
Other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources)
Company
Rate
Rate is a mortgage company that provides mortgage-related services and solutions.
Founded in 2000
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
THL
2017-12-14Private Equity
Leadership Team
Victor Ciardelli
President & CEO
Ramesh Sarukkai
CPO & CTO
Recent News
2025-12-25
2025-12-04
2025-12-03
Company data provided by crunchbase