Mortgage Trailing Documents & Delivery Specialist

Mortgage Trailing Documents & Delivery Specialist 3.4 3.4 out of 5 stars 1301 Siler Road, Santa Fe, NM 87507 Full-time Homewise 14 reviews Full-time Reports to:

Senior Director of Lending Classification:

Full-time Supervisory Responsibilities:

None Position Mission:

The mission of the Mortgage Lending Training Specialist is to strengthen the skills, knowledge, and effectiveness of the Homewise mortgage lending team by developing and delivering high-quality training programs, documenting processes and procedures, and serving as the lead administrator for the Loan Origination System (LOS). This role bridges operational expertise with adult learning to build a capable, confident, and compliant team that delivers exceptional service to Homewise customers.

Essential Duties and Responsibilities:

The Mortgage Lending Training Specialist is responsible for carrying out the following duties: Designs, develops, and delivers training programs for mortgage lending staff, including onboarding curricula, ongoing skills development, and regulatory compliance training. Creates and maintains training materials including manuals, job aids, process guides, e-learning modules, and quick-reference resources for loan processing, underwriting support, and customer service workflows. Conducts regular training needs assessments in partnership with the Mortgage Loan Operations Director to identify skill gaps and prioritize learning objectives. Facilitates both in-person and virtual training sessions for new hires and existing team members, adjusting instruction to accommodate varying experience levels. Serves as the primary subject matter expert and lead administrator for the Loan Origination System (LOS), including system configuration, user access management, troubleshooting, and staff support. Coordinates with the LOS vendor on system updates, enhancements, and issue resolution; communicates changes to staff and develops corresponding training materials. Documents and maintains up-to-date standard operating procedures (SOPs) for all mortgage lending processes, ensuring alignment with regulatory requirements and Homewise policies. Monitors and evaluates the effectiveness of training programs through assessments, observation, and performance data; continuously improves training content based on findings. Partners with Mortgage Loan Officers, Loan Processors, and Loan Operations leadership to ensure training reflects current best practices and regulatory expectations. Supports compliance training efforts related to RESPA, TRID, HMDA, and other applicable federal and state mortgage lending regulations. Assists in the onboarding of new lending staff, ensuring a smooth transition into their roles through structured orientation and mentorship activities. Uses the Homewise, Inc. STARS database system, Outlook, Calyx Loan Origination system, and other electronic tools to provide the best service to customers. Compliance with all applicable regulations, policies, and procedures.

Expected Outcomes:

Training programs result in measurable improvements in staff competency, accuracy, and productivity across the mortgage lending team. New hires reach full productivity within defined onboarding timelines and demonstrate proficiency in required systems and processes. The Loan Origination System operates efficiently and reliably; staff receive timely support and are kept current on system changes. Standard operating procedures are documented, current, and accessible to all relevant staff, reducing errors and inconsistency in loan processing workflows. Displays a high degree of customer service and responsiveness when supporting internal team members and working with business contacts.

Competencies:

Instructional design and facilitation. Skilled in designing effective adult learning experiences and delivering engaging training in both in-person and virtual settings. Technical proficiency. Demonstrated ability to learn, administer, and train others on complex software systems, particularly Loan Origination Systems. Communication skills. Able to clearly present information - both orally and written - and adapt communication style to diverse audiences. Customer service. Extremely responsive to internal team requests; exceeding colleagues' expectations. Abides by Homewise, Inc. Customer Service Standards. Attention to detail. Reviews work thoroughly to ensure accuracy in training content, SOPs, and system configurations. Problem-solving skills. Grapples to understand a problem and its underlying causes before finding a solution; applies this approach to both training gaps and system issues. Accountability. Embraces accountability in order to achieve meaningful results and models this for the team. Flexibility and adaptability. Adjusts quickly to changing priorities, system updates, and regulatory requirements. Copes effectively with complexity and change. Collaboration. Ability to build strong working relationships across departments and work effectively as part of a team. Computer skills. Competence in Microsoft Excel, Word, Outlook, Loan Origination software, Windows, and other software applications as appropriate. High standards. Expect personal performance and training deliverables to be nothing short of the best.

Education and Experience:

High school diploma or equivalent required; associate's or bachelor's degree in education, business, or a related field preferred Minimum of three years' experience in mortgage lending, loan processing, or a related financial services role required Experience in training, instructional design, or staff development strongly preferred Demonstrated experience with Loan Origination Systems required; Calyx Point experience strongly preferred Knowledge of federal mortgage lending regulations (RESPA, TRID, HMDA) required Ability to serve Spanish-speaking clients and staff in Spanish preferred

Work Schedule :

Must be able to work flexible hours, including evenings and/or weekends on occasion. No overtime allowed without preapproval Expected to be available 8:00 am to 5:00 pm mountain time Available for trainings as designated by

HW Physical Requirements:

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary. Must be able to occasionally lift up to 20 pounds Must be able to maneuver around various client business offices and workspaces.