Senior Mortgage Training Partner - Origination

Job Description Summary

As a Senior Mortgage Training Partner, you will combine advanced mortgage knowledge with a consultative approach to advance learning, performance, and continuous improvement. You will partner with business leaders and subject matter experts (SMEs) to uncover root causes of performance challenges and decide whether training or another solution is the right fit. As an experienced contributor, you will independently design, facilitate, and measure complete learning experiences and mentor fellow trainers.

Core Responsibilities

Consult and Identify the Need

• Build consultative partnerships with leaders, SMEs, and business partners across originations and operations.
• Validate business impact and distinguish training needs from process, system, resource, or performance-management issues before recommending a solution.
• For learning solutions, set clear objectives, readiness expectations, and success measures.

Design and Develop Learning Solutions

• Independently design complex onboarding, continuing education, product, process, compliance, and systems training.
• Build realistic, scenario-based experiences with demonstrations, guided practice, knowledge checks, assessments, and reinforcement.
• Develop facilitator guides, participant materials, job aids, eLearning, and other performance-support resources.
• Use approved AI-powered tools to draft content, validate accuracy with SMEs, and continuously improve existing materials.

Facilitate and Support Learner Readiness

• Facilitate engaging classroom, virtual, and blended learning, adapting to different learner needs and styles.
• Provide targeted, evidence-based coaching and feedback, and communicate progress to learners, managers, and business partners.
• Provide reinforcement that helps learners apply new skills in production.

Measure and Improve Results

• Evaluate proficiency, knowledge retention, time-to-competency, and performance measures.
• Gather feedback from learners, managers, SMEs, and business partners, then use data and approved tools to identify skill gaps, personalize learning paths, and implement improvements.

Maintain Expertise and Support Rollouts

• Maintain advanced knowledge of mortgage products, underwriting, compliance, investor guidelines, regulatory requirements, and end-to-end loan workflows.
• Support rollouts of new or updated products, systems, processes, and policies by translating complex information into practical learning.

Lead Through Expertise and Partnership

• Independently own learning initiatives from discovery through evaluation, managing multiple stakeholders, priorities, and deadlines.
• Mentor fellow trainers through peer guidance, knowledge sharing, and observation.
• Foster continuous learning for new hires and tenured employees, and explore approved technologies that improve engagement, efficiency, and scalability.

You may be a great fit if you have

• 5+ years of mortgage industry experience; experience as a Licensed Originator or in origination training is a strong plus.
• 5+ years developing and facilitating professional training programs preferred.
• Advanced knowledge of origination, processing, underwriting, loan products, investor guidelines, compliance, and operations.
• Experience with adult learning, instructional design, interactive facilitation, and assessment practices.
• Strong consultative, communication, writing, and coaching skills, with the ability to translate complex information into clear learning.
• Proficiency with AI and digital tools (such as Claude, Copilot, and LMS analytics) to analyze performance data and build content.
• Experience with simulations, scenario-based practice, microlearning, or gamification that improves proficiency and reduces time to competency.
• Sound judgment, curiosity, and the ability to manage competing priorities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Publisher, Outlook).
• Preferred: knowledge of Ellie Mae Encompass LOS and experience with LMS or eLearning tools.

FLSA Status: Exempt

Will have responsibilities such as

• Office or non-manual work, which is directly related to management or general business operations.
• Act as a primary component of which involves the exercise of independent judgment and discretion about matters of significance.

Essential Functions

• Maintain regular and reliable attendance per business needs and work schedule requirements.
• Use computers and electronic systems to access, input, analyze, and manage information.
• Communicate effectively with customers, team members, and leadership in person, by phone, by video, and electronically.
• Maintain compliance with company policies, procedures, regulatory requirements, and licensing standards.
• Travel locally or regionally and operate a motor vehicle when required.
• Perform other duties as assigned.

Physical Demands

• Remain stationary for extended periods, up to 50% of the workday.
• Frequently operate a computer, keyboard, mouse, telephone, and other standard office equipment.
• Occasionally move about the office or attend meetings and events.
• Frequently lift and/or move up to 10 pounds; occasionally lift and/or move up to 25 pounds.

Remote and Hybrid Positions Available

Taylor Morrison experience and/or successful completion of a training program may override required education and/or experience requirements. Job descriptions are not intended to be exhaustive lists of all responsibilities, skills, efforts, or working conditions associated with a job.

Benefits of Working With Taylor Morrison

We are looking for dedicated professionals that share our values of putting the customer - and their needs - first. In addition to a great team atmosphere, career development and advancement opportunities, we offer full-time employees an extensive benefits package, to include:

• Competitive Compensation
• Health Care - Medical/Dental/Vision/Prescription Drug Coverage
• 401(k) with Company Matching Contributions
• Flexible Spending Accounts
• Disability Programs
• Employee & Dependent Life Insurance
• Vacation & Company Holidays
• Tuition Reimbursement
• Employee Home Purchase Rebate Program
• Home Mortgage Program
• Employee Assistance Program (EAP)