About this role
We are seeking an experienced Client Development Trainer to design, build, and scale a comprehensive training curriculum with experience in non-Agency and non-QM lending. In this role, you will directly influence business growth by delivering high-impact training programs for our Third-Party Origination (TPO) partners, onboarding new clients, and empowering our internal teams. This is a unique opportunity to shape our educational strategy and drive operational excellence across our lending network. 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.