Senior Mortgage Sales Trainer
LitFinancial is on a mission to be the most client focused mortgage company in the industry. As of 2025, LitFinancial has earned a perfect 5-star review with the Better Business Bureau and a 4.9 rating with hundreds of reviews from Google by delivering a world class experience. LitFinancial is a dynamic organization built with go-getters who are passionate, hardworking, and honest which fuels an incredible environment.
Position Overview:
The Senior Mortgage Sales Trainer is responsible for developing, delivering, and continuously improving sales and licensing-related training programs for mortgage professionals. This role supports the onboarding, development, and performance of Associate Bankers, Loan Officers (LOs), and Licensed Loan Officers by providing sales-focused training, SAFE Act education, and ongoing coaching. The Senior Mortgage Sales Trainer partners closely with sales leadership and the current SAFE trainer to ensure consistent, compliant, and high-impact training across the organization.
Key Responsibilities:
- Lead onboarding and ongoing training for Associate Bankers, Loan Officers, and Licensed Loan Officers.
- Facilitate onboarding and continuous development programs for new and existing mortgage sales representatives.
- Develop and deliver engaging training sessions on mortgage products, sales techniques, market trends, compliance, and customer service.
- Lead group workshops, role-playing exercises, and one-on-one coaching sessions.
- Ensure all sales training aligns with federal and state compliance requirements, including SAFE Act, TRID, RESPA, ECOA, and Fair Lending.
- Coach new hires through ramp-up periods to ensure readiness for production and licensing milestones.
- Develop and maintain training materials, sales playbooks, onboarding guides, and job aids.
- Provide ongoing coaching and support to sales staff to improve their sales techniques and product knowledge.
- Assess training needs and identify skill gaps within the sales team.
- Evaluate training effectiveness using performance metrics, licensing progress, and feedback.
- Support rollout of new products, programs, and sales initiatives.
- Collaborate with sales managers and leadership to align training with business goals and sales targets.
- Serve as a mentor and resource to sales leaders and loan officers, reinforcing best practices and a high-performance sales culture.
Qualifications
- SAFE certified (preferred) or willingness to complete training to teach SAFE Act curriculum.
- 3-5+ years of mortgage industry experience with a strong background in loan officer sales and production.
- Experience onboarding and training mortgage professionals, including entry-level and licensed roles.
- Strong knowledge of mortgage products, sales strategies, and regulatory requirements impacting loan originators.
- Excellent presentation, facilitation, and coaching skills.
- Ability to engage learners at multiple experience levels and adapt training accordingly.
- Proficiency with loan origination systems (e.g., Encompass, LendingPad, Calyx) and related sales tools.
Preferred Skills
- Prior experience teaching SAFE Act education or licensing courses.
- Previous top-producing Loan Officer or sales leadership experience.
- Experience building structured onboarding programs for Associate Bankers or junior LOs.
What We Offer:
- Competitive salary plus performance bonuses
- Health, dental, and vision insurance
- 401(k)
- Paid time off and holidays
- Supportive and collaborative team environment
- Opportunities for career advancement