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