New Penn Financial

Learning Consultant, Trainer, Mortgage Operations (New Penn Financial)

Job ID





Founded in 2008, New Penn Financial has become a leading nationwide lender by bringing together expertise, exceptional customer service, and extremely competitive rates on a broad offering of mortgage products (including Fannie Mae, Freddie Mac, Ginnie Mae, HUD, FHA, VA, USDA, and our portfolio products).  New Penn is licensed in 48 states plus the District of Columbia.   


Mission Statement:

New Penn Financial has become a leading nationwide mortgage lender because we have the expertise, the product solutions and competitive pricing talented individuals expect. We maintain a favorable reputation because we deliver exceptional customer service to our borrowers and clients. Founded in just 2008 as a start-up, we have grown to over 1,800 employees nationwide with over 140 branches, licensed in 48 states. We have earned the recognition of Inc. Magazine’s 500/5000 Lists of Fastest Growing Private Companies, hold a position on Mortgage Executive Magazine’s list of 50 Best Companies to Work For, and regularly appear on the Scotsman Guide list of top lenders, to name a few.


Primary Function                                                                                                                                                                                         

The Learning Consultant will be primarily responsible for the assessment of sales and operational training needs across multiple channels, development of training material, implementation and presentation of Companywide training initiatives, and measurement of training effectiveness.

Principal Duties                                                                                                                            

  • Facilitate learning via, classroom instruction and webinars; incorporate a variety of presentation methods and applications to accommodate adult learning styles
  • Deliver new hire training and other departmental training programs; provide creative, effective classroom and web based instruction throughout the organization
  • Manage classroom environment, analyze results and identify gaps in training needs
  • Develop leader and participant guides, job aids, training curriculum and other required coursework that is clear, concise and accurate
  • Conduct comprehensive needs analysis to ensure that training fulfills the needs and objectives of the company
  • Design exercises, instructional activities and training assessments that reinforce learning
  • Partner with Subject Matter Experts (SME’s) to create and revise departmental procedures through process mapping
  • Explore new ideas for improved workflow and automation enhancements
  • Support departmental initiatives and identity ways to enhance training effectiveness
  • Contribute to the overall success of the Training Dept. by identifying ways to continuously improve the learning process




  • Minimum 2-5 years of mortgage sales and/or operations experience. Experience in multiple channels a plus.
  • Minimum 2- 5 years of professional training and classroom facilitation
  • Exceptional facilitation, presentation, and listening skills
  • Understand adult learning principles and other learning theories and practices
  • Ability to use creative and effective instructional design techniques to deliver high-class training
  • Excellent verbal and written communication skills, attentive to details
  • Highly proficient in time management, organization, planning and prioritization
  • Strong ability to perform at a high-level with a high performance team
  • Proven initiative, positive attitude, team oriented, self-motivated and highly enthusiastic
  • Ability to manage changing priorities, meet deadlines and adapt to a changing business environment



New Penn Financial, LLC is an Equal Opportunity Employer and Equal Opportunity Lender.


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