Senior Mortgage Sales Trainer

LitFinancial is on a mission to be the most client focused mortgage company in the industry. As of 2025, LitFinancial has earned a perfect 5-star review with the Better Business Bureau and a 4.9 rating with hundreds of reviews from Google by delivering a world class experience. LitFinancial is a dynamic organization built with go-getters who are passionate, hardworking, and honest which fuels an incredible environment.

Position Overview:

The Senior Mortgage Sales Trainer is responsible for developing, delivering, and continuously improving sales and licensing-related training programs for mortgage professionals. This role supports the onboarding, development, and performance of Associate Bankers, Loan Officers (LOs), and Licensed Loan Officers by providing sales-focused training, SAFE Act education, and ongoing coaching. The Senior Mortgage Sales Trainer partners closely with sales leadership and the current SAFE trainer to ensure consistent, compliant, and high-impact training across the organization.

Key Responsibilities:

• Lead onboarding and ongoing training for Associate Bankers, Loan Officers, and Licensed Loan Officers.
• Facilitate onboarding and continuous development programs for new and existing mortgage sales representatives.
• Develop and deliver engaging training sessions on mortgage products, sales techniques, market trends, compliance, and customer service.
• Lead group workshops, role-playing exercises, and one-on-one coaching sessions.
• Ensure all sales training aligns with federal and state compliance requirements, including SAFE Act, TRID, RESPA, ECOA, and Fair Lending.
• Coach new hires through ramp-up periods to ensure readiness for production and licensing milestones.
• Develop and maintain training materials, sales playbooks, onboarding guides, and job aids.
• Provide ongoing coaching and support to sales staff to improve their sales techniques and product knowledge.
• Assess training needs and identify skill gaps within the sales team.
• Evaluate training effectiveness using performance metrics, licensing progress, and feedback.
• Support rollout of new products, programs, and sales initiatives.
• Collaborate with sales managers and leadership to align training with business goals and sales targets.
• Serve as a mentor and resource to sales leaders and loan officers, reinforcing best practices and a high-performance sales culture.

Qualifications

• SAFE certified (preferred) or willingness to complete training to teach SAFE Act curriculum.
• 3-5+ years of mortgage industry experience with a strong background in loan officer sales and production.
• Experience onboarding and training mortgage professionals, including entry-level and licensed roles.
• Strong knowledge of mortgage products, sales strategies, and regulatory requirements impacting loan originators.
• Excellent presentation, facilitation, and coaching skills.
• Ability to engage learners at multiple experience levels and adapt training accordingly.
• Proficiency with loan origination systems (e.g., Encompass, LendingPad, Calyx) and related sales tools.

Preferred Skills

• Prior experience teaching SAFE Act education or licensing courses.
• Previous top-producing Loan Officer or sales leadership experience.
• Experience building structured onboarding programs for Associate Bankers or junior LOs.

What We Offer:

• Competitive salary plus performance bonuses
• Health, dental, and vision insurance
• 401(k)
• Paid time off and holidays
• Supportive and collaborative team environment
• Opportunities for career advancement