Client Training & Development Specialist

Responsibilities and Duties:

• Develop and execute strategic training initiatives and materials that strengthen brand alignment, accelerate product adoption, and drive market share growth.
• Deliver targeted training sessions for TPO clients, including onboarding welcome calls, product webinars, and systems training; live facilitation is a core, ongoing part of this role, with volume fluctuating based on business needs and onboarding cycles.
• Collaborate with internal teams to develop and maintain products, systems, and operational process resources, including hands-on troubleshooting and updates as systems and processes change.
• Produce instructional video content for products and systems in partnership with Marketing.
• Develop robust instructional documentation and quick-reference tools to drive self-service learning.
• Maintain version control and accuracy across all learning resources, ensuring materials reflect the most up-to-date processes and system changes.
• Track and analyze training metrics and evaluate correlations between training participation and downstream outcomes (e.g., production, adoption, retention); report findings and recommendations to sales leadership and executive stakeholders.
• Consult with leadership for ongoing training needs.
• Oversee training administration, including enrollment management, session scheduling, and attendance tracking.

Education and Experience:

• Minimum five (5) years' previous experience as a mortgage industry trainer, with emphasis on structural design and live webinar training. Wholesale mortgage experience preferred.
• Strong track record of managing multiple project timelines simultaneously with high attention to detail.
• Demonstrated experience applying instructional design best practices and educational technologies to create engaging learning materials through webinars, user guides and job aids (e-learning experience a plus).
• Proven ability to analyze complex information and produce highly detailed, accurate instructional materials.
• Exceptional written, verbal, and interpersonal communication skills, with a demonstrated ability to present complex concepts clearly to diverse audiences.
• Good interpersonal skills with all levels of management.
• Certification from talent and training or mortgage banking associations a plus.

• Instructional Design & Delivery: Expertise in creating and delivering impactful and accurate training through webinars, user guides and job aids.
• Communication & Presentation Skills: Exceptional verbal and written communication abilities, with a proven ability to lead training sessions, create instructional content, and partner with marketing for educational videos.
• Cross-Functional Collaboration: Ability to consult with leadership and partner across departments (Sales, Marketing, Product, and Technology) to ensure training consistency and alignment.
• Project Management: Strong organizational skills to manage training schedules and multiple initiatives while maintaining quality and timeliness.
• Technical Acumen: Proficiency with mortgage systems (e.g., LOS and POS), training platforms, and instructional design tools.
• Analytical Thinking & Continuous Improvement: Use data and feedback to evaluate training effectiveness and identify areas for enhancement, aligning with evolving market and organizational needs.      

• Integrity: Ensures all training content is compliant, accurate, and reinforces ethical lending practices—setting a consistent standard for both internal staff and external partners.
• Collaboration: Works across departments to unify training efforts and promote shared understanding of product offerings, processes, and system use.
• Excellence: Delivers high-quality training experiences that empower TPO clients, enhancing their knowledge and confidence in representing Verus products.
• Critical Curiosity: Continuously seeks new ways to improve training programs through research, stakeholder feedback, and data analysis—driving innovation in how knowledge is shared and retained.

Benefits

• Competitive compensation package, including base salary and performance-based bonus opportunities
• 401(k) plan with 100% company match up to 4%
• Comprehensive health coverage: medical, dental, vision, HSA, and FSA options
• Generous paid time off: 20 days PTO, company holidays, and sick time
• Paid parental leave
• Company-paid life insurance and disability coverage
• Employee Assistance Program (EAP): mental health, financial, and wellness support
• Professional development: tuition reimbursement and growth opportunities
• Commuter and transit benefits

About
Invictus Capital Partners, LP (“Invictus”), a leading investment firm, and its subsidiary Verus Residential Loanco, LLC (“Verus,” and together with Invictus, the “Companies”), manage and oversee investments in Non-Agency single family residential mortgage loans.  Invictus is located in Washington, D.C. and has approximately 50 employees, and Verus is located in Minneapolis and has approximately 200 employees.  The Companies have overseen the acquisition of over $38 billion of mortgage loans since their inception.  In addition, Invictus manages over $19 billion in gross assets and has completed over 70 rated securitizations.  Interested candidates can learn more about the Companies by visiting www.invictuscp.com and www.verusmc.com.