Closing Trainer

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.

A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Position Overview:

The Closing Trainer is responsible for facilitating various types of training for new and existing Closing team members on a variety of topics including guidelines, policies, procedures, and systems. The Closing Trainer is also responsible for collaborating routinely with Closing Management and subject matter experts to keep training material up to date, relevant and meaningful. The Closing Trainer facilitates training and creates related material for various new training requests based on business needs.
 

Job Responsibilities:

• Deliver training to new hires as well as existing employees (virtual or in person) on topics such as company processes, procedures, products, LOS system (Encompass) and role-based tasks.

• Facilitate training sessions based on schedule provided by management.

• Collaborate with the internal design team to develop new closing related material including instructor guides, job aids, and support materials using a variety of instructional techniques.

• Assist with updating training materials (manuals, job aids, presentations, etc.) with current guidelines, processes and procedures as needed.

• Provide during and post-training support to Closing team members including answering questions, assisting with computer system/password setup, and test file reviews.

• Reflect and evaluate prior training sessions, providing post training feedback and support to continuously improve the instructional mediums and methods used.

• Collaborate with internal department leaders and subject matter experts to identify business priorities, gather key information, and define learning goals and objectives for the intended audience of a learning solution.

• Continuously enhance instructional delivery and presentation skills.

Qualifications and Skills:

• High School Diploma or equivalent.

• Minimum 3 years’ experience in a Residential Mortgage Closing role.

• Knowledge of mortgage industry compliance rules and regulations.  

• Experience working with Encompass Loan Origination System.

• Experience facilitating instructor-led training, both live in a classroom and virtual environment.

• Proficient analytical thinking, problem-solving, and decision-making skills.

• Excellent communication skills.

• Skilled at creating and managing multiple projects and timelines efficiently.

• Proficient in communicating performance outcomes objectively for both trainees and managers as well as offering suggestions for improvement.

• Excellent collaboration skills with peers, subject matter experts, and all levels of management across the organization.

• Proficient with Microsoft Office Suite (Word, Outlook, PowerPoint, Excel) and Adobe Acrobat Pro.

• Availability to travel to corporate office in Cleveland, Ohio if located out of state.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.