(Urgent)Trainer - Mortgage & Insurance Program

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: