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 programs—from onboarding new hires to upskilling experienced professionals—with 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