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Mortgage Business Learning Specialist
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Atlantic Union Bank
Columbia, MD (In Person)
Full-Time
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Job Description
Mortgage Business Learning Specialist Atlantic Union Bank United States, Maryland, Columbia 7100 Columbia Gateway Drive (Show on map) Jun 03, 2026
Description The Mortgage Sales & Operations Trainer supports Atlantic Union Bank's Home Loans Division by designing, delivering, and maintaining comprehensive training programs that elevate Loan Officer (LO) performance and operational excellence. This role exists to ensure consistent, highquality onboarding, ongoing skill development, performance improvement, and procedural alignment across both Sales and Operations teams. Position Accountabilities Lead new Loan Officer onboarding, including systems, processes, product education, and workflow training
Deliver ongoing and refresher training to ensure adherence to current policies, procedures, and best practices
Provide targeted coaching and training to underperforming LOs focused on file quality, borrower qualification, documentation standards, and pipeline management
Develop and deliver training for mortgage operations staff to support consistency, quality, and compliance across teams
Create and maintain procedures, job aids, workflow documentation, and process guides
Support communication and rollout of policy and procedural updates
Assist loan fulfillment teams during peak volume or staffing shortages, as appropriate
Partner with Sales and Operations leadership to assess training needs and identify improvement opportunities Organizational Relationship This position reports to: Consumer Lending COO Position Qualifications Education & Experience Bachelor's degree preferred; equivalent mortgage industry experience considered
Minimum 7 years of mortgage industry experience in Sales, Operations, or Training
The ideal candidate will have a broad mortgage lending background
Prior experience delivering training, coaching, or process documentation strongly preferred Knowledge & Skills Strong understanding of mortgage origination processes, borrower qualification fundamentals, and workflow requirements
Excellent communication, facilitation, and presentation skills
Ability to simplify complex processes into clear, actionable training content
Strong organizational skills with attention to detail
Ability to work crossfunctionally and support change management initiatives
Ability to travel throughout the Atlantic Union Bank footprint may be periodically required We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.