Mortgage Training & Policy Associate jobs in United States
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CapCenter ยท 10 hours ago

Mortgage Training & Policy Associate

CapCenter is dedicated to simplifying the homebuying experience for clients. They are seeking a Mortgage Training & Policy Associate to ensure mortgage production team members are well-equipped with the necessary knowledge and skills to provide exceptional customer service.

FinanceInsuranceReal Estate

Responsibilities

Lead and support training initiatives for the mortgage production team, including delivery of select training sessions and ongoing program improvements
Partner with Mortgage Production and Compliance leaders to identify training needs and support effective rollout of policy and process changes
Manage and administer the learning management system (LMS), including course assignments, tracking, and reporting
Develop and maintain training materials, job aids, and reference resources based on company policies, procedures, and regulatory requirements
Support change management by documenting updates, communicating changes, and reinforcing adoption across the production team

Qualification

Mortgage underwritingTraining developmentCompliance knowledgeLearning management system (LMS)Team motivationCommunication skillsPresentation skills

Required

Experience in mortgage underwriting, operations, training, and/or compliance
Exceptional written and verbal communication and presentation skills
Engaging and dynamic personality with the ability to motivate and inspire a team

Preferred

Bachelor's degree in finance, business, communications, teaching or other related field

Benefits

Medical
Dental and life insurance benefits
401K
Paid vacation

Company

CapCenter

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CapCenter offers mortgage, realty, and real estate services.

Funding

Current Stage
Growth Stage

Leadership Team

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David Lee
Chief Technology Officer
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Sean DiBlasi, CFA
Chief Financial Officer
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Company data provided by crunchbase