Training Specialist, Underwriting

Guild Mortgage | San Diego, CA

Posted Date 8/18/2020
Description

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, Underwriting 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 training needs assessments, creating training materials and job aids, and conducting training programs for Underwriters related to job responsibilities, processes, procedures and regulatory compliance requirements. The Training Specialist, Underwriting will evaluate training program effectiveness and serve as a subject matter expert, trainer, and resource.

Essential Functions

  • Conduct required in-person and virtual training programs for new hires on system requirements, policies, procedures, etc.; provide on-going training to incumbents as needed and ensure training curriculum is up-to-date and includes any pertinent investor, agency, state, and regulatory changes.
  • Create, maintain, and distribute job aids, matrices, programs, procedure manuals and other materials used to train Underwriters about system requirements, policies, and procedures.
  • Provide on-going training and support to Underwriters; 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.
  • Answer program and scenario questions for new underwriters as early training support until self sufficient in guidelines and escalation procedures.
  • Design and analyze training needs assessments by collecting and analyzing data collected from processes and procedures, workflow, system requirements, reporting requirements and job specific functions and tasks; e.g., investor suspense conditions and trends, timely responses, etc.
  • Provide feedback to trainees and supervisors about trainees’ performance, progress, and abilities.
  • Coordinate webinar training to support ongoing education requirements with external companies and/or agencies.
  • Monitor changes and analyze their impact to company and suggest system enhancements, procedural updates, and develop and deliver training to inform employees of updates/changes.
  • Partner with the Operations team, Post Closing Department, and Internal Audit Department to identify training needs for Underwriters.
  • Review investor suspense conditions and trends to identify training opportunities.
  • Measure and analyze training effectiveness, and implement improvements and changes as needed to existing training programs and materials, and/or conduct follow-up sessions as needed.
  • Perform overflow second reviews on new Underwriters’ files and denied loans; conduct follow-up training sessions as needed.
  • Perform assigned research and other duties as needed.

Qualifications

  • High school diploma or equivalent required; some college courses or equivalent preferred, along with five or more years total “hands-on” experience underwriting Conventional, FHA, VA, Bond and USDA loans, with at least one of those years spent using Guild’s systems, processes, policies and procedures, and two of those years working with FHA/VA new construction documentation and condominium project approvals.
  • 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, conducting and facilitating content for training sessions via webinars is preferred.
  • Demonstrated ability 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.
  • Ability to prioritize projects and meet deadlines; strong sense of urgency and responsiveness.
  • Prior experience using PDF/Adobe programs, Microsoft Outlook, Word, PowerPoint, and Excel; webinar software; and internal systems.
  • Intermediate math skills.
  • Strong interpersonal, multi-tasking, writing, project management skills.
  • Knowledge of how to coordinate meetings and set up training sessions across multiple time zones.

Supervision

  • 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
  • Travel: 20-30%, depending on new hire rate. Currently, all training is being facilitated virtually as opposed to in-person.

Requirements

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.; 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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