Agency Underwriting Trainer

Underwriting Trainer (Agency)

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.

CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Position Overview

The Underwriting Trainer (Agency) is responsible for facilitating various types of training for new and existing underwriting staff members on a range of topics, including guidelines, policies, procedures, and systems. This role collaborates regularly with Underwriting Management and subject matter experts to ensure training materials remain current, relevant, and impactful. The Underwriting Trainer (Agency) delivers training content and creates related training material for new training requests based on business needs.

Job Responsibilities

• Deliver training to new hires and existing employees (virtual or in person) on company processes, procedures, LOS system (Encompass), and role-based tasks.
• Facilitate training sessions based on a schedule provided by Training Management.
• Collaborate with leadership to develop new underwriting-related material including instructor guides, job aids, and support materials using a variety of instructional techniques.
• Assist with updating training materials (manuals, job aids, PPT presentations, etc.) with current guidelines, processes, and procedures, as needed.
• Provide during and post-training support to underwriting staff including answering questions, assisting with computer system / password setup, and completing second level reviews.
• Reflect and evaluate prior training sessions by providing post training feedback and support to continuously improve the instructional mediums and methods used.
• Collaborate with internal department leaders and subject matter experts to identify business priorities, gather key information, and define learning goals / objectives for the intended audience of a learning solution.
• Continuously enhance instructional delivery and presentation skills.

Qualifications and Skills

Bachelor's degree in Training, Finance, or a related field, preferred. Valid and current FHA Direct Endorsement (DE) certification, preferred. Valid and current VA Lender Appraisal Processing Program (LAPP), preferred. 5+ years of residential mortgage underwriting experience. Experience in a training or underwriting leadership or management role. Experience working with Encompass Loan Origination System, preferred. Proficient in reviewing and analyzing Desktop Underwriter (DU) and Loan Product Advisor (LPA). Skilled in delivering instructor-led training in both live classroom and virtual settings. Excellent analytical thinking, problem-solving, and decision-making skills. Excellent collaboration and communication skills. Highly organized; skilled in creating and managing multiple projects and timelines efficiently. Skilled in objectively communicating performance outcomes to trainees and managers, as well as providing improvement suggestions. Skilled in building and maintaining collaborative relationships with peers, subject matter experts, and all levels of management across the organization. Proficiency in Microsoft Office (Word, Outlook, Teams, PowerPoint, Excel). Proficiency in Adobe Acrobat Pro. Availability to travel to the CCM Corporate Office, as needed.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.