Process Trainer (US Residential Mortgage)

Process Trainer U.S. Mortgage Underwriting

Location: Work from office - Chennai, Tamil Nadu (supporting U.S.-based operations)

Key Responsibilities

• Serve as a Subject Matter Expert (SME) in U.S. mortgage originations and/or pre-underwriting, ensuring in-depth domain knowledge is shared across the team.
• Design and deliver training programsfrom onboarding new hires to upskilling experienced professionalswith materials like modules, case studies, training videos, and SOPs.
• Conduct audits of proof-of-concept transactions or underwriting processes using client-defined templates, and provide structured, documented feedback to trainees.
• Participate in regular calibration calls with internal and client stakeholders to align on performance expectations and ensure training efficacy.
• Manage training databases , generate daily/weekly reports, and perform Training Needs Analysis (TNA/TNI) to track progress and optimize programs.
• Lead knowledge transfer during new project transitions, leveraging global virtual teams to standardize content and share best practices.
• Highlight the business impact of training interventions to demonstrate value and help align learning curves with industry standards.

Skills & Qualifications

• 5+ years of experience in U.S. mortgage originations or pre-underwriting delivery/training roles.
• Strong proficiency in training content development: SOPs, process documentation , and educational materials.
• Excellent communication skills (English written and verbal) and stakeholder collaboration capabilities.
• Proficient with Microsoft Office tools : Excel (reporting, data analysis), Word, and PowerPoint