Corporate Trainer – Mortgage Sales

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Logo of Panorama Mortgage Group

Panorama Mortgage Group

201 - 500 employees

Founded 2006

💸 Finance

🏠 Real Estate

Finance • Real Estate

Panorama Mortgage Group is a U. S. -based mortgage lender and broker (doing business as SimplyPMG) that offers home purchase, refinance, cash-out mortgages, and HELOC products. The company emphasizes a streamlined, mobile-first application experience—allowing borrowers to snap and upload documents, skip traditional lengthy applications, and complete loans quickly—while also supporting broker/wholesale partners. Headquartered in Las Vegas, NV (NMLS 133739), Panorama highlights over 20 years of experience, competitive pricing, and a focus on simplifying the mortgage process for consumers and broker partners.

📋 Description

• Develop and facilitate standardized onboarding training for newly hired Loan Officers and support staff • Deliver ongoing sales, systems, product, and process training • Conduct call monitoring, coaching sessions, and performance evaluations • Partner with Sales Leadership to monitor trainee progress and address attendance, engagement, and behavioral concerns • Maintain knowledge of mortgage products, lending guidelines, compliance requirements, and industry trends • Create, update, and enhance training content, job aids, and learning resources • Support rollout of new products, systems, initiatives, and company programs through training and change management • Foster a positive learning environment that encourages participation, accountability, and continuous improvement • Provide ongoing guidance, mentorship, and support to employees • Evaluate training effectiveness through learner engagement, knowledge retention, and post-training performance outcomes

🎯 Requirements

• Minimum of 3 years of experience in mortgage sales, mortgage operations, training, coaching, or a related role • Strong understanding of residential mortgage lending, loan origination, sales processes, and customer engagement • Previous experience facilitating virtual instructor-led training, coaching, or adult learning programs preferred • Proven ability to coach, mentor, and motivate individuals with varying levels of experience • Excellent verbal and written communication, presentation, and interpersonal skills • Strong analytical and problem-solving abilities, including interpreting performance data and developing training strategies • Highly organized with exceptional time management skills and ability to manage multiple priorities • Self-motivated, goal-oriented, and committed to measurable results • Working knowledge of mortgage regulations, compliance standards, and industry best practices • NMLS license preferred but not required • Proficiency with Microsoft Office Suite and virtual meeting platforms • Experience with Learning Management Systems (LMS) is a plus

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