Learning and Development Mortgage Trainer

1 day ago

Mandaluyong City, National Capital Region, Philippines ConnectOS Full time $60,000 - $80,000 per year

Schedule: Monday - Friday (06:00 AM - 03:00 PM PHT)

What are we looking for?

  • Proven experience as a mortgage broker, platform trainer, or CRM coach within residential lending.
  • Understanding of Salestrekker 2.0 (or similar equivalent platform offered by other aggregators) and its application in residential mortgage broking businesses.
  • Strong communication and presentation skills; able to simplify complex concepts for brokers.
  • Ability to work autonomously as a contractor and manage your own schedule.
  • Experience creating training resources (written, video, or interactive).
  • Certificate IV in Finance and Mortgage Broking or equivalent (desirable).
  • Comfortable with remote training technology and digital communication tools.

What will you do?

As a Platform Trainer, you will:

  • Design and deliver training programs (virtual and in-person) tailored to residential mortgage brokers, focusing on the full suite of Salestrekker 2.0 features and best practices for home loan origination and client management.
  • Coach brokers one-on-one and in groups, ensuring they can efficiently use Salestrekker 2.0 for workflow automation, compliance, and client service in residential lending.
  • Develop user guides, video tutorials, and FAQs to support ongoing learning and adoption of new Salestrekker 2.0 features.
  • Act as a subject matter expert, providing feedback to our team on broker challenges and platform improvement opportunities.
  • Track and report on training outcomes, identifying further coaching needs.

Key Responsibilities

  • Deliver engaging, practical training sessions that address brokers' real-world challenges in residential lending.
  • Guide brokers through Salestrekker 2.0's automation, workflow, and client management tools, with a focus on residential mortgage processes.
  • Support brokers in configuring lender settings and compliance workflows for residential loans.
  • Troubleshoot platform issues and provide actionable solutions.

JOIN CONNECTOS NOW

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client is a dynamic and growing enterprise based in Australia and New Zealand, aiming to be a "single-point super-supermarket of financial services" for both retail and wholesale markets. Their growth strategy involves both organic expansion and value-accretive acquisitions of existing retail operations.

#ConnectOSCareers #JoinConnectOS #ConnectOSNonTech #ConnectOSRecruitment

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

  • Insurance/Mortgage Trainer

    1 day ago

    Makati City, National Capital Region, Philippines Majorel Full time $40,000 - $80,000 per year

    We're Hiring: Insurance/Mortgage Trainer We are seeking an experienced and dynamic Insurance/Mortgage Trainer to join our team at Teleperformance Alphaland. The ideal candidate will be responsible for developing and delivering comprehensive training programs to enhance team performance and ensure compliance with industry standards. Location:Makati,...

  • Insurance/Mortgage Trainer

    1 day ago

    Makati City, National Capital Region, Philippines Teleperformance Full time $60,000 - $80,000 per year

    About the role Teleperformance, a global leader in customer experience, is seeking an exceptional Insurance/Mortgage Trainer to join our team in Makati City, Metro Manila. This full-time position is crucial in ensuring our agents are well-equipped to deliver outstanding service to our clients in the banking and financial services industry, with a focus on...

  • Broker Mortgage Learning Development Specialist Contractual

    1 day ago

    Mandaluyong City, National Capital Region, Philippines ConnectOS Full time ₱500,000 - ₱1,000,000 per year

    Schedule: Monday – Friday (06:00 AM - 03:00 PM PHT)What are we looking for?Proven experience as a mortgage broker, platform trainer, or CRM coach within residential lending. Understanding of Salestrekker 2.0 (or similar equivalent platform offered by other aggregators) and its application in residential mortgage broking businesses. Strong communication and...

  • Broker Mortgage Trainer Contractual

    1 day ago

    Mandaluyong City, National Capital Region, Philippines ConnectOS Full time ₱900,000 - ₱1,200,000 per year

    Schedule: Monday – Friday (06:00 AM - 03:00 PM PHT)What are we looking for?Proven experience as a mortgage broker, platform trainer, or CRM coach within residential lending. Understanding of Salestrekker 2.0 (or similar equivalent platform offered by other aggregators) and its application in residential mortgage broking businesses. Strong communication and...

  • Residential Mortgage Training Consultant

    7 days ago

    Mandaluyong City, National Capital Region, Philippines beBeeMortgage Full time ₱800,000 - ₱1,200,000

    Job TitleWe are seeking a Mortgage Learning Development Specialist to join our team. This role involves designing and delivering training programs tailored to residential mortgage brokers, focusing on the full suite of Salestrekker 2.0 features and best practices for home loan origination and client management.The ideal candidate will have proven experience...

  • BPO Trainer

    1 day ago

    Makati City, National Capital Region, Philippines Teleperformance Full time $60,000 - $80,000 per year

    About the role Teleperformance is seeking an experienced BPO Trainer to join our Alphaland office in Makati City, Metro Manila. As a full-time BPO Trainer - Financial/Mortgage, you will be responsible for designing and delivering engaging training programmes to ensure our client-facing teams are equipped with the knowledge and skills to provide exceptional...

  • Trainer - Mortgage/House Insurance Program (Rockwell/Ortigas) | Onsite

    1 day ago

    Quezon City, National Capital Region, Philippines TASQ Staffing Solutions Full time ₱900,000 - ₱1,200,000 per year

    Work Schedule: Onsite (Rockwell/Ortigas) Shift: Flexible Start Date: ASAP Responsibilities:Developing call centers' education materials, such as digital presentations, how-to manuals, and instructional videos. Preparing procedures and policies regarding sales techniques and appropriate agent conduct. Scheduling and conducting training sessions on...

  • Technical Trainer

    1 day ago

    Makati City, National Capital Region, Philippines Systems and Software Consulting Group Inc. Full time $80,000 - $120,000 per year

    JOB SUMMARY: -The Technical Trainer is responsible for designing, developing, and delivering technical training programs to employees, clients, or end users. This rile ensures that participants acquire the necessary technical skills and knowledge to perform effectively in their roles. The ideal candidate is an excellent communicator with strong technical...

  • Mortgage Loan Processor

    2 days ago

    Makati City, National Capital Region, Philippines Agile Technology & Operations Full time

    OverviewPosition: Mortgage Loan Processor (US Market — Back Office Support)Job Type: Full-Time, Hybrid (3x Onsite 2x WFH)Work Hours: US hoursAbout the Company: Agile Tech Ops is a fast-growing startup committed to creating cutting-edge software solutions that fuel our expansion. We're not just maintaining business-critical systems, we're building the...

  • Digital Learning Specialist

    3 days ago

    Mandaluyong City, National Capital Region, Philippines beBeeTraining Full time ₱800,000 - ₱1,200,000

    Job SummaryWe are seeking a highly skilled Trainer to join our team. In this role, you will be responsible for creating, facilitating, and revising training materials to equip staff with fundamental skills and knowledge.You will also be expected to establish and maintain communication with clients and/or team members, understand their needs, resolve issues,...