Mortgage Sales Training Specialist

United States·AtlantaFull-Timemid

Education & TrainingSales Training Specialist

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Quick Summary

Overview

About EPM Founded in 2008, EPM is one of the leading wholesale mortgage lenders in the U.S. Headquartered in Atlanta, GA, and licensed in all 50 states,

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Education & TrainingSales Training Specialist

Founded in 2008, EPM is one of the leading wholesale mortgage lenders in the U.S. Headquartered in Atlanta, GA, and licensed in all 50 states, we offer a full range of loan products — including conventional, FHA, VA, non-QM, renovation, and USDA.

Our vision is to live in a world where everyone has the opportunity for The American Gift. Our goal is not only to facilitate homeownership but also to empower individuals and families through informed financial decisions.

We’re looking for a Mortgage Sales Training Specialist to support the onboarding and development of our Junior Account Executives and Account Executives in our Atlanta office. This onsite role is responsible for facilitating engaging, hands-on training focused on mortgage systems, processes, products, and industry knowledge to ensure employees are set up for success from day one.

Working closely with the Instructional Designer, you will be responsible for delivering training content, leading system-based sessions and exercises, and providing coaching and support throughout the learning process. The ideal candidate brings strong mortgage industry experience, excellent communication skills, and a passion for helping others learn and grow

Responsibilities

~1 min read

→Facilitate onboarding and training programs for Junior Account Executives and Account Executives in an onsite and virtual classroom environment
→Deliver engaging training sessions focused on mortgage systems, loan products, processes, workflows, compliance, and industry best practices
→Lead hands-on system training, walkthroughs, roleplays, exercises, and knowledge checks to reinforce learning and build confidence
→Provide one-on-one coaching and ongoing support to trainees throughout the onboarding and ramp-up process
→Partner closely with sales leadership and cross-functional teams to ensure training aligns with operational expectations and business needs
→Monitor trainee progress, participation, and performance, while providing feedback and recommendations to leadership
→Maintain training schedules, attendance records, and supporting documentation as needed
→Assist with new hire onboarding logistics, including training preparation, system access coordination, and classroom readiness
→Support continuous improvement efforts by identifying knowledge gaps, process challenges, and opportunities to enhance the training experience
→Stay current on mortgage industry updates, systems, products, and process changes to ensure training accuracy and effectiveness

3+ years of experience facilitating training, onboarding, coaching, or employee development programs preferred

2+ years Mortgage industry experience is required, with strong knowledge of mortgage processes, terminology, systems, and operations. Previous sales experience preferred.

Bachelor’s degree in business, human resources, communication, or related field.

Strong presentation and communication skills with the ability to engage and connect with learners at all levels

Comfortable leading both group training sessions and individual coaching conversations

Ability to explain complex processes and systems in a clear, practical, and easy-to-understand way

Highly organized with strong time management skills and the ability to manage multiple priorities in a fast-paced environment

Strong interpersonal skills with a collaborative, supportive, and team-oriented mindset

Proficiency in Microsoft Office Suite and experience working within mortgage-related systems and platforms

Passion for employee development, learning, and helping others succeed

Ability to work onsite full-time in our Atlanta office

EPM is an equal opportunity employer committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic. 

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