Broker Mortgage Learning Development Specialist Contractual (AU Finance, WFH)
- Mandaluyong City, Metro Manila
- Contract
- Full-time
- Proven experience as a mortgage broker, platform trainer, or CRM coach within residential lending.
- Understanding of Salestrekker 2.0 (or similar equivalent platform offered by other aggregators) and its application in residential mortgage broking businesses.
- Strong communication and presentation skills; able to simplify complex concepts for brokers.
- Ability to work autonomously as a contractor and manage your own schedule.
- Experience creating training resources (written, video, or interactive).
- Certificate IV in Finance and Mortgage Broking or equivalent (desirable).
- Comfortable with remote training technology and digital communication tools.
- Design and deliver training programs (virtual and in-person) tailored to residential mortgage brokers, focusing on the full suite of Salestrekker 2.0 features and best practices for home loan origination and client management.
- Coach brokers one-on-one and in groups, ensuring they can efficiently use Salestrekker 2.0 for workflow automation, compliance, and client service in residential lending.
- Develop user guides, video tutorials, and FAQs to support ongoing learning and adoption of new Salestrekker 2.0 features.
- Act as a subject matter expert, providing feedback to our team on broker challenges and platform improvement opportunities.
- Track and report on training outcomes, identifying further coaching needs.
- Deliver engaging, practical training sessions that address brokers’ real-world challenges in residential lending.
- Guide brokers through Salestrekker 2.0’s automation, workflow, and client management tools, with a focus on residential mortgage processes.
- Support brokers in configuring lender settings and compliance workflows for residential loans.
- Troubleshoot platform issues and provide actionable solutions.