Sr Sales Trainer

1 month ago

About Team Equity Prime

Our team is the backbone to our growth and success. We operate at a high level in a fast-paced environment and ever-changing industry. We work hard and take pride in providing unparalleled service to our customers on their journey to homeownership. If you are looking for a rewarding and challenging career, Team Equity Prime might just be the place for you.

The Position

The Senior Sales Trainer manages origination and systems training as well day-to-day pipeline and troubleshooting support for new hires. This person develops and improves training materials and provides general training support through training resources, communication, scheduled team and one-on-one trainings, as well as recorded webinar series.


The Senior Sales Trainer works closely with new hires and new offices and serves as a liaison between our office teams and our operations departments. In this role, the Senior Sales Trainer is relied upon for exemplary customer service and communication, an ability to effective prioritize and multi-task, and a drive to succeed and adapt in a fast-paced environment


The Senior Sales Trainer is part of the Client Relations team and reports to the Vice President of Client Relations.


  • Develop, update and improve training materials
  • Provide training to new employees and new offices on processes, systems, policies, etc.
  • Serve as interim Loan Setup for new offices, as needed
  • Announce important system and process changes internally and externally, as needed
  • Continually grow our knowledge base of our Loan Origination Software (LOS), products and services
  • Communicate in a professional and timely manner with all parties of the loan transaction, as appropriate
  • Assist in troubleshooting issues escalated to Client Relations
  • Originate and take on referral files, as needed; Including:
    • Obtain completed 1003 and other required forms, disclosures and items based on program
    • Enter and upload loan information into Loan Origination Software (LOS), Encompass
    • Order credit reports, Automated Underwriting System (AUS) results, and other items as appropriate
    • Manage Lock requests, extensions, and other rater items with Secondary Marketing
    • Handle meetings and communication with borrowers throughout the loan process
    • Address borrower questions regarding interest rates, programs, fees, etc.
    • Assist in following up with borrowers on outstanding items or conditions as needed


  • Excellent interpersonal and communication skills (verbal and written)
  • Self-starting, self-reliant, highly motivated and dependable
  • Efficient in time-management and ability to organize and prioritize tasks
  • Tech savvy and quick-learning
  • Able to handle a fast-paced environment


  • High school diploma required
  • College degree preferred


  • Successful completion of the NMLS Uniform State Test (UST)
  • Minimum of 3 years of recent mortgage industry experience
  • Working knowledge of lending guidelines and a thorough understanding of the process and procedures

Preferred Qualifications

  • Experience with Encompass 360
  • Fluency in a secondary language, preferably Spanish
  • Active licenses in various states, including Georgia, is a plus


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