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Mortgage Operations Trainer - Spring EQ

  • Fri, March 05, 2021 3:58 PM
    Message # 10167820
    Anonymous member (Administrator)

    Spring EQ is seeking an experience Mortgage Operations Trainer to teach and inform employees on the loan process, use of Blue Sage Software, and company policies and procedures related to the loan process. This includes creating and implementing onboarding materials and training resources, clarifying the proper use of Blue Sage and other software programs, and creating a library of documentation and resources for employees for quick reference.

    The Mortgage Operations Trainer will create an engaging and comprehensive training programs for all

    Production/Operations team members at Spring EQ.

    This position helps improve the employee experience and supports the ongoing training of employees.


    • Develop and deliver on-the-job training for mortgage operations business units
    • Partner with subject-matter experts to create training methods
    • Improve learning effectiveness by developing new approaches, sharing best practices
    • Manage the scheduling of training sessions
    • Conduct evaluations to identify areas of improvement
    • Prepare training materials: guides, job aids, module summaries, videos, etc.
    • Align training goals with overall corporate and departmental objectives.
    • Follow change management procedures for updating training manuals to ensure appropriate distribution of materials and consistent communication of changes.
    • Monitor trainee attendance and participation using tests/ assessments to measure trainees’ comprehension of class material.
    • Meet deadlines and quality standards
    • Effectively manage multiple demands and competing priorities
    • Develop effective professional partnerships with all colleagues


    • Bachelor’s degree in Business/ Education, OR 10+ years Mortgage Operations experience
    • Working knowledge & experience in Learning & Development tools/procedures
    • Knowledge of mortgage operations process and documentation, minimum 3 years in mortgage industry preferred
    • Background includes position(s) held in Mortgage operations training with experience creating content and facilitating, with minimum 3 years training experience required
    • Excellent verbal and written communication skills
    • Excellent analytical and organizational skills
    • Detail-oriented
    • Working knowledge of Microsoft
    • Exceptional customer service and effective communication
    • Time is money – At Spring EQ we recognize the importance of working with a sense of urgency. Ideal candidates will possess the ability to thrive in a fast-paced, team-oriented environment
    • Spring EQ values integrity – we are looking for candidates who recognize the importance of respect, honesty and fairness, and demonstrate these things in their everyday lives
    • We worked hard to stay updated with the industry technology, therefore we need our employees to be able to learn new computer systems quickly

    Who Are We?

    Spring EQ was founded to help homeowners unlock the value of their home by providing visibility to it’s worth and provide quick access to that equity. Our foundation expanded to include direct mortgage lending in 2019 as interest rates reached historic low levels which set off an unprecedented round of refinancing and home buying opportunities for our borrowers. By surrounding ourselves with some of the brightest, hard-working minds in the industry, we constantly improve the loan experience for our customers.

    At Spring EQ, we:

    • Strive to make every customer interaction a great one
    • Recognize behind every loan is a person or family trusting us to handle what may be a once in a lifetime transaction
    • Work hard and have fun to get the job done
    • Interact on a first name basis and recognize each team member's unique value
    • Encourage ways for our team members to learn, develop, diversify and grow with Spring EQ
    • Promote our team members so they can share their knowledge with others
    • Innovate, innovate, innovate
    • Create and embrace the latest technology
    • Simplify constantly, challenging every process we use to better accomplish our goals
    • Build upon a strong company culture and foster an environment of togetherness, support, and accountability.

    Spring EQ is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all team members.

    Interested in applying?

    Gina D’Angelo

    Senior Recruiter

    (215) 302-3843

    2929 Arch Street, Suite 500

    Philadelphia, PA 19104

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