Underwriting Trainer

Underwriting Trainer

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.

CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Position Overview

The Underwriting Trainer is responsible for facilitating various types of training for new and existing underwriting staff members on a variety of topics including guidelines, policies, procedures and systems. The Underwriting Trainer is also responsible for collaborating routinely with Underwriting Management and subject matter experts to keep training material up to date and relevant. The Underwriting Trainer facilitates training and creates related material for various new training requests based on business needs.

Job Responsibilities

• Deliver training to new hires as well as existing employees (virtual or in person) on company processes, procedures, LOS system (Encompass) and role-based tasks.
• Facilitate training sessions based on schedule provided by the Underwriting Training Manager.
• Collaborate with the internal design team to develop new underwriting-related material including instructor guides, job aids and support materials using a variety of instructional techniques.
• Assist with updating training materials (manuals, job aids, PPT presentations, etc.) with current guidelines, processes and procedures as needed.
• Provide during and post-training support to underwriting staff including answering questions, assisting with computer system / password setup and completing second level reviews.
• Reflect and evaluate prior training sessions by providing post training feedback and support to continuously improve the instructional mediums and methods used.
• Collaborate with internal department leaders and subject matter experts to identify business priorities, gather key information and define learning goals / objectives for the intended audience of a learning solution.
• Continuously enhance instructional delivery and presentation skills.
• Communicate performance outcomes objectively for both trainees and managers as well as offer suggestions for improvement.
• Collaborate with peers, subject matter experts, and all levels of management across the organization.
• Travel to corporate office (if out of state), as needed.

Qualifications and Skills

Bachelor's degree in a field related to training or the financial industry, a plus.

Minimum 5 years' Residential Mortgage Underwriting experience, required.

Previous experience in a training, or underwriting lead / management role.

Valid and current FHA Direct Endorsement (DE) certification, preferred.

Valid and current VA Lender Appraisal Processing Program (LAPP), preferred.

Proficient in reviewing and analyzing DU and LPA.

Experience working with Encompass Loan Origination System, a plus.

Proficient analytical thinking, problem-solving and decision-making skills.

Excellent communication skills.

Excellent prioritization and time management skills.

Proficient in Microsoft Office (Word, Outlook, PowerPoint, Excel) and Adobe Acrobat Pro.