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Consolidated Analytics

End-to-end mortgage services platform

Trainer – Full Underwriter

Corporate & Technical TrainingUpdated on Nov 14
Full-timeChennai, Tamil Nadu, IndiaNo salary listedIn-person

About the Job

Requirements

  • Proven experience in full underwriting, preferably within insurance, financial services, or a closely related industry.
  • Strong understanding of underwriting principles, risk assessment, and decision-making frameworks.
  • Experience delivering training or coaching in a professional setting; prior experience as a trainer, mentor, or team lead is highly preferred.
  • Ability to explain complex concepts clearly and translate policies and guidelines into practical, real-world scenarios.
  • Excellent verbal and written facilitation, presentation, and communication skills in English.
  • Strong organizational skills and ability to manage multiple training initiatives, schedules, and stakeholders simultaneously.
  • Comfort using virtual training platforms and standard business software, including presentation tools, learning management systems, and spreadsheets.
  • Ability to analyze performance data and quality metrics to identify training needs and measure program effectiveness.
  • High attention to detail and commitment to accuracy, compliance, and confidentiality in training materials and interactions.
  • Ability to build effective working relationships with operations teams, leaders, and subject matter experts.
  • Adaptability in a fast-paced environment with evolving products, processes, and regulatory expectations.
  • Bachelor’s degree in business, education, finance, or a related field, or an equivalent combination of education and relevant experience.

Responsibilities

  • Design, develop, and deliver training programs on full underwriting processes, policies, and systems for new hires and existing staff.
  • Facilitate instructor-led virtual and in-person training for onboarding, upskilling, cross-training, and ongoing underwriter education.
  • Translate underwriting guidelines, risk assessment methodologies, and regulatory requirements into clear, practical learning content.
  • Create and maintain facilitator guides, participant workbooks, job aids, e-learning modules, and assessments.
  • Conduct needs analyses with Operations leadership and Quality/Compliance teams to identify performance gaps and training opportunities.
  • Evaluate training effectiveness through assessments, feedback surveys, scorecards, and performance metrics, and adjust content or approach as needed.
  • Provide one-on-one and small-group coaching to underwriters to reinforce learning, improve decision quality, and support professional development.
  • Develop and deliver training for new products, systems, workflows, and policy updates to support change management initiatives.
  • Maintain training records, attendance logs, completion data, and certification status in accordance with company standards.
  • Collaborate with subject matter experts to keep training content current, compliant, and aligned with evolving business and regulatory requirements.
  • Answer questions from leaders and team members and clarify underwriting guidelines, procedures, and best practices.
  • Participate in calibration and quality review sessions, and incorporate learning from quality findings into training.
  • Recommend process and policy improvements based on recurring questions, training feedback, and observed gaps in underwriting execution.
  • Stay informed about industry trends, underwriting practices, and adult learning methodologies to enhance training design and delivery.

Desired Qualifications

  • Prior experience as a trainer, mentor, or team lead is highly preferred.

About the Company

Consolidated Analytics

End-to-end mortgage services platform

Consolidated Analytics provides an end-to-end mortgage services platform for the real estate finance industry, serving lenders, servicers, and capital markets. It combines data-driven analysis with technology and expert insights to cover the mortgage value chain through services like business process services, due diligence, consulting and advisory, and valuation. The company differentiates itself by growing through acquisitions (OpEXNOW, Equitable Mortgage Solutions, and Carrington Property Services) to offer a broader mix of operations, technology implementation, government-insured lending support, and property management under one platform. Its goal is to help forward-thinking clients improve loan quality, efficiency, and overall performance by delivering integrated services and data-enabled decision-making.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
Anaheim, CA
Founded
1996

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