Training Specialist, Loan Processing

Guild Mortgage | San Diego, CA

Posted Date 8/06/2020

Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.

Position Summary

The Training Specialist, Loan Processing plays an important role in the organization by performing a number of activities related to the company’s training functions. The role is primarily responsible, under intermittent to limited supervision, for designing and conducting knowledge assessments, creating training programs, materials, and job aids related to job responsibilities, processes, procedures and regulatory compliance requirements used by Regional Training Specialists throughout the company. The Training Specialist, Loan Processing evaluates training program effectiveness and serves as an internal subject matter expert, trainer, and resource.

Essential Functions

  • Provide on-going training and support to Loan Processors; respond to questions via telephone and email, including the training helpdesk email, and provide on-demand training via phone, live assist, and other web-based tools.
  • Provide content for, create, and/or maintain job aids, programs, videos, and other training materials used by Regional Loan Processing Training Specialists and corporate production staff about system requirements, policies, and procedures.
  • Provide Corporate and Region-wide training solutions related to performance, processes and procedures, workflow, system requirements, reporting requirements and job specific functions and tasks; e.g., investor suspense conditions and trends, timely responses, etc. as needed.
  • Develop and deliver training programs when external or internal changes occur that impact regulations, requirements, and guidelines, so the Company remains in compliance with requirements for new and updated documents, new/updated processes and standards; e.g., HMDA, RESPA, etc.
  • Partner with Regional Loan Processing Trainers, the Operations team, Post Closing Department, and Internal Audit Department to identify training needs for Loan Processors.
  • Administer required training programs, including programs developed by other functions for all production staff.
  • Create and conduct training programs as needs are identified.
  • Create and publish monthly processing training calendar.
  • Measure and analyze training effectiveness, and implement improvements and changes as needed to existing training courses and materials, and/or conduct follow-up sessions as needed.
  • Conduct needs assessments to improve existing systems and testing.
  • Provide feedback to trainees and supervisors about trainees’ performance, progress, and abilities.
  • Perform other duties as necessary.


  • High school diploma or equivalent required; some college courses or equivalent preferred, as well as five years total “hands-on” experience processing Conventional, FHA, VA, Bond and USDA loans.
  • Three or more years spent using Guild’s systems, processes, policies and procedures a plus.
  • Docs/Funding experience a plus.
  • Strong analytical and critical thinking skills, including the ability to evaluate facts and data to draw conclusions to solve problems.
  • Ability to be patient and train less experienced team members, respond to questions and build capabilities.
  • Prior experience developing content for and conducting training sessions via webinars is preferred.
  • Demonstrated abilities to create training materials and conduct programs for the intended audiences.
  • Ability to work with minimal supervision/self-motivated.
  • Strong verbal and written communication skills.
  • Strong detail orientation and highly organized.


  • Depending on experience, intermittent to little supervision of work
  • Depending on experience, moderate to high level of independent judgment and discretion used in decision-making within a broader framework, level of authority, etc.
  • Provide advice/resolve issues of moderate to high complexity
  • Use sound judgment and has autonomy in executing job responsibilities
  • Supervisor may assign project work related to systems and testing
  • Travel: 0% - 10%


Physical: Work is primarily sedentary; mobility in an office setting.

Manual Dexterity: Frequent use of computer keyboard, mouse and phone.

Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.

Environmental: Office environment – no substantial exposure to adverse environmental conditions.

Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.

Guild Mortgage Company is an Equal Opportunity Employer.

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