Job Title: Trainer – Mortgage & Insurance

Location: Rockwell, Philippines
Work Setup: On-site
Shift: Night Shift
Experience: 3–5 yrs

Job Description :

We are hiring an experienced Trainer with a strong background in Mortgage and Insurance processes. The candidate will manage new hire training, nesting, upskilling, refresher programs, and performance improvement initiatives for US-based financial services operations.

Key Responsibilities : 

• Conduct new hire training, nesting, upskilling, and refresher sessions.

• Develop training materials, curriculum, and learning content.

• Perform Training Needs Analysis (TNA).

• Facilitate classroom training and manage learner assessments.

• Coach employees and provide performance feedback.

• Monitor training effectiveness and prepare reports.

• Coordinate with stakeholders to improve employee performance and process knowledge.

• Manage knowledge assessments and certification processes.

Required Skills :

• BPO Training and Facilitation

• Mortgage Servicing

• Mortgage and Property Insurance

• Escrow and Claims Processing

• Training Needs Analysis (TNA)

• Coaching and Performance Improvement

Qualifications & Experience :

• 3–5 years of training experience in a BPO / Contact Center environment.

• Minimum 2 years of hands-on experience supporting Mortgage Servicing, Mortgage Insurance, Property Insurance, Escrow, Loss Draft, Claims, or Loan Administration.

• US-based financial services client experience preferred.

• Experience in new hire training, nesting, upskilling, and refresher programs.

• Knowledge of mortgage lifecycle, escrow, homeowner's insurance, flood insurance, mortgage insurance, and loan servicing.

• Strong facilitation, communication, coaching, and stakeholder-management skills.