Mortgage & Insurance Process Trainer

Account/Category/ Campaign: Mortgage and Insurance Background

Employment: Probationary

Work Setup: On-site in Rockwell

Shift: Night Shift

Salary: Max. of 50,000.00 basic salary

Target Start Date : ASAP

HC : 1


***Former employees of Teleperformance (TP), PSG Global, Majorel, and Aegis are not eligible for rehire, whether directly or through a third-party agency***



Required Experience

● Minimum 3-5 years of Training experience in a BPO/Contact Center environment.

● At least 2 years of hands-on experience supporting Mortgage Servicing, Mortgage

Insurance, Property Insurance, Escrow, Loss Draft, Claims, or Loan Administration

programs.

● Prior experience handling US-based financial services clients is preferred.

● Experience in new hire training, nesting, upskilling, refreshers, and performance

improvement initiatives.


Preferred Domain Knowledge

Candidate should have working knowledge of:

● Mortgage lifecycle and servicing processes.

● Escrow management.

● Hazard/Homeowner's Insurance.

● Flood Insurance.

● Mortgage Insurance (MI).

● Loss Draft and Claims processing.

● Force-Placed Insurance.

● Loan onboarding and servicing.

● Customer contact handling for mortgage and insurance inquiries.

● Regulatory and compliance requirements related to mortgage servicing.


Core Training Competencies

● Training Needs Analysis (TNA).

● Curriculum and content development.

● Facilitation and classroom management.

● Adult learning principles.

● Coaching and feedback delivery.

● Stakeholder management.

● Reporting and training effectiveness measurement.

● Knowledge assessments and certification process management.


PRE-SCREENING NOTES


- Educational Attainment:

- Total BPO Experience:

- Total Training Experience in BPO/Contact Center:

- Years of Hands-on Experience Supporting Mortgage Servicing, Mortgage Insurance, Property Insurance, Escrow, Loss Draft, Claims, or Loan Administration:

- Experience Handling US-Based Financial Services Clients: Yes / No

- Training Experience: New Hire Training / Nesting / Upskilling / Refreshers / Performance Improvement

- Last Drawn Salary:

- Expected Salary: