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