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Regional Sales Trainer

Company: Guild Holdings Company
Location: San Diego
Posted on: June 13, 2021

Job Description:

Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.

Position Summary

The Regional Sales Trainer plays an important role in the organization by performing a number of activities related to the company's retail sales training functions. The role is primarily responsible, under intermittent to limited supervision, for providing in-person or webinar on-the-job training to originators, as well as ongoing training support related to systems, programs, policies, and compliance requirements. The Regional Loan Officer Trainer may create job aids and training materials related to his/her functional area of expertise and serves as an internal subject matter expert, trainer, and resource.

Essential Functions

  • Provide on-going training and support to Loan Officers, LOAs, and Transaction Coordinators; respond to questions via telephone and email, including the training helpdesk email, and provide on-demand training via phone, live-assist, and other web-based tools.
  • Conduct required in-person training programs for newly hired Loan Officers, LOAs, and Transaction Coordinators on programs, systems (including MyKey, MyCircle, and Sherlock), policies, procedures, etc.; provide on-going training to incumbents as needed.
  • Host conference calls on a monthly or as needed basis to flush out and answer questions from the field.
  • Serve as the department's subject matter expert in at least one functional area (DocuSign, Brokering, Energy Efficient Mortgages, etc); develop curriculum and deliver training on area(s) of expertise.
  • Participate in biannual collaborative sessions to update onboarding training curriculum.
  • Review compliance audits to identify trends that may be related to deficient sales training, follow-up as necessary.
  • Stay abreast of changes related to field of expertise, which includes having a strong understanding of internal programs and products and working to spread that knowledge throughout the field.
  • Partner with Branch Managers, the Loan Officer Trainer Manager, and Regional Managers to identify training needs for Loan Officers.
  • Provide feedback to trainees and supervisors about trainees' performance, progress, and abilities.
  • Perform other duties as assigned.


  • High school diploma or equivalent required, some college courses or equivalent preferred, along with:
  • Two or more years experience in Mortgage processing or origination, using Guild-specific systems and policies; OR
  • Five or more years experience in Mortgage processing or origination; OR
  • Three or more years experience in training or public speaking-related roles.
  • Familiarity with Guild's systems, processes, policies, and procedures strongly preferred.
  • Prior experience developing content for and conducting training sessions is preferred.
  • Ability to be patient and train less experienced team members, respond to questions, and build capabilities.
  • Strong verbal and written communication skills, including public speaking skills.
  • Self-motivated and able to work with minimal supervision when needed.
  • Ability to manage multiple priorities; strong detail orientation and highly organized.
  • Works with a strong sense of urgency and responsiveness.
  • Passionate about delivering excellence in customer service.
  • Proficiency with data entry, PDF software programs, Microsoft Word, Excel, and PowerPoint required.
  • Intermediate math skills.
  • Ethical, with a commitment to company values.


  • Limited to intermittent supervision required, depending on experience
  • Apply sound judgment in execution of core job responsibilities
  • Travel: ~10-30% (may vary based on geographic location of incumbent)


Physical: Work is primarily sedentary; mobility in an office setting.

Manual Dexterity: Frequent use of computer keyboard and mouse.

Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.

Environmental: Office environment - no substantial exposure to adverse environmental conditions.

Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.

Guild Mortgage Company is an Equal Opportunity Employer.

Keywords: Guild Holdings Company, San Diego , Regional Sales Trainer, Other , San Diego, California

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