Client Training & Development Specialist

We are seeking an experienced Client Development Trainer to design, build, and scale a comprehensive training curriculum with experience in non-Agency and non-QM lending. In this role, you will directly influence business growth by delivering high-impact training programs for our Third-Party Origination (TPO) partners, onboarding new clients, and empowering our internal teams. This is a unique opportunity to shape our educational strategy and drive operational excellence across our lending network.
Responsibilities and Duties:

- Develop and execute strategic training initiatives and materials that strengthen brand alignment, accelerate product adoption, and drive market share growth.

- Deliver targeted training sessions for TPO clients, including onboarding welcome calls, product webinars, and systems training; live facilitation is a core, ongoing part of this role, with volume fluctuating based on business needs and onboarding cycles.

- Collaborate with internal teams to develop and maintain products, systems, and operational process resources, including hands-on troubleshooting and updates as systems and processes change.

- Produce instructional video content for products and systems in partnership with Marketing.

- Develop robust instructional documentation and quick-reference tools to drive self-service learning.

- Maintain version control and accuracy across all learning resources, ensuring materials reflect the most up-to-date processes and system changes.

- Track and analyze training metrics and evaluate correlations between training participation and downstream outcomes (e.g., production, adoption, retention); report findings and recommendations to sales leadership and executive stakeholders.

- Consult with leadership for ongoing training needs.

- Oversee training administration, including enrollment management, session scheduling, and attendance tracking.

Education and Experience:

- Minimum five (5) years' previous experience as a mortgage industry trainer, with emphasis on structural design and live webinar training.

- Strong track record of managing multiple project timelines simultaneously with high attention to detail.

- Demonstrated experience applying instructional design best practices and educational technologies to create engaging learning materials through webinars, user guides and job aids (e-learning experience a plus).

- Proven ability to analyze complex information and produce highly detailed, accurate instructional materials.

- Exceptional written, verbal, and interpersonal communication skills, with a demonstrated ability to present complex concepts clearly to diverse audiences.

- Good interpersonal skills with all levels of management.

- Certification from talent and training or mortgage banking associations a plus.

Key Competencies:

- Instructional Design & Delivery: Expertise in creating and delivering impactful and accurate training through webinars, user guides and job aids.

- Communication & Presentation Skills: Exceptional verbal and written communication abilities, with a proven ability to lead training sessions, create instructional content, and partner with marketing for educational videos.

- Cross-Functional Collaboration: Ability to consult with leadership and partner across departments (Sales, Marketing, Product, and Technology) to ensure training consistency and alignment.

- Project Management: Strong organizational skills to manage training schedules and multiple initiatives while maintaining quality and timeliness.

- Technical Acumen: Proficiency with mortgage systems (e.g., LOS and POS), training platforms, and instructional design tools.

- Analytical Thinking & Continuous Improvement: Use data and feedback to evaluate training effectiveness and identify areas for enhancement, aligning with evolving market and organizational needs.

How This Role Demonstrates Our Values:

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Integrity: Ensures all training content is compliant, accurate, and reinforces