Platform Trainer - Mortgage Broking

Employment Type: Contract Workplace: Remote Schedule: Monday – Friday (06:00 AM - 03:00 PM PHT) Language: English Department: Human Resources & Recruitment Published: 2025-07-28

Position Overview

We are seeking a skilled and experienced Platform Trainer to join our team. This role focuses on training mortgage brokers on the effective use of Salestrekker 2.0, a key platform in residential lending. The ideal candidate will have a strong background in mortgage broking, platform training, or CRM coaching, with excellent communication and presentation skills.

Requirements

• Proven Experience: Demonstrated experience as a mortgage broker, platform trainer, or CRM coach within residential lending.
• Platform Knowledge: Understanding of Salestrekker 2.0 (or similar equivalent platform offered by other aggregators) and its application in residential mortgage broking businesses.
• Communication Skills: Strong communication and presentation skills, with the ability to simplify complex concepts for brokers.
• Autonomy: Ability to work autonomously as a contractor and manage your own schedule.
• Training Resource Development: Experience creating training resources (written, video, or interactive).
• Technical Comfort: Comfortable with remote training technology and digital communication tools.
• Desirable: Certificate IV in Finance and Mortgage Broking or equivalent.

Responsibilities

As a Platform Trainer, you will:

• Design and Deliver Training: Create and deliver training programs (virtual and in-person) tailored to residential mortgage brokers, focusing on Salestrekker 2.0 features and best practices for home loan origination and client management.
• Broker Coaching: Provide one-on-one and group coaching to brokers, ensuring efficient use of Salestrekker 2.0 for workflow automation, compliance, and client service in residential lending.
• Develop Training Resources: Create user guides, video tutorials, and FAQs to support ongoing learning and adoption of new Salestrekker 2.0 features.
• Subject Matter Expertise: Act as a subject matter expert, providing feedback to the team on broker challenges and platform improvement opportunities.
• Track and Report: Monitor and report on training outcomes, identifying further coaching needs.

Key Responsibilities:

• Deliver engaging, practical training sessions addressing 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.

Company Information

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.

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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.

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