Univest Corporation of Pennsylvania

  • Mortgage Trainer

    Location US-PA-Souderton
    Posted Date 3 months ago(2/26/2018 12:48 PM)
    Job ID
    # Positions
    Mortgages - Mortgage Trainer
  • Responsibilities

    • Develops and administers all training programs and materials specific to the department’s processes and procedures for Encompass; this includes New Hire training on the system as well training to all members of the mortgage department on all updates and changes to Encompass
    • Develops and administers all training programs and materials for regulatory and compliance related items; may require working in partnership with members of the compliance department at times to accomplish this
    • Develops and administers on-line testing for all members of the mortgage department to gauge the effectiveness of the training as well as to identify any additional training needs
    • Serves as primary point of contact for all questions related to the operation of Encompass
    • Partners with all mortgage department managers and team leads to determine any individual or group training needs and then develops and administers the appropriate training
    • Delivers new hire “on-boarding” support, and ongoing training/updates (sales & ops)
    • Partners with a subject matter experts (internal users; external providers) to identify training needs & content, and designs and implement training solutions & materials
    • Maintains existing materials to ensure they are in-line and up-to-date with operational processes, systems, and products, including, but not limited to documented workflow practices, MB Policies and Procedures, and Product Guides
    • Determines and implements best delivery methods and approaches for materials and ongoing communication of changes
    • Conducts front-end analysis to determine user needs and assess performance and/or workflow gaps
    • Makes recommendations to continuously improve internal processes, standards, and training solutions
    • Maintains knowledge of current training techniques: researches new/better ways to promote the internal training
    • Responsible for understanding and complying with best practices
    • Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct



    • Self starter capable of establishing a direction consistent with mission
    • 7+ years Mortgage Banking experience, preferably in credit &underwriting (sales a plus)
    • Familiar with Encompass is a plus, but not necessary
    • College degree preferred
    • Detail oriented with strong oral and written communication skills
    • Six Sigma background is a plus
    • Must be able to instill confidence and provide guidance
    • Strong follow up skills


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