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salesforce encompass tinman blend optimal blue📋 Description
- Facilitate live and virtual training for new and experienced sales pros
- Teach mortgage fundamentals, Tinman workflows, compliance basics, and borrower engagement
- Coach production roles (objection handling, disclosures, rate conversations)
- Track trainee performance with KPIs like speed-to-competency and borrower satisfaction
- Collaborate with peers to innovate training activities, roleplays, and assessments
- Embody and enforce team IMPACT: Integrity, Mastery, Presence, Clarity, Tenacity
🎯 Requirements
- 2+ years mortgage experience
- Strong public speaking and facilitation (in-person/virtual)
- Mortgage lifecycle understanding or quick learner of complex systems
- Hands-on LOS experience: Encompass, Blend, Optimal Blue, Salesforce, LOLA
- Corporate training, coaching, or instructional design background
- Certifications (ATD CPLP, SAFE Act, coaching) preferred
🎁 Benefits
- Day One Coverage
- Nationwide Medical, Dental & Vision
- Mental Health Support & virtual therapy
- Health Savings Account (HSA)
- Employer-Funded Dependent Care FSA
- Disability & Life Insurance
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