Client Development & Training Manager
Invictus Capital Partners
Date: 22 hours ago
City: Bloomington, MN
Salary:
$95,000
-
$105,000
per year
Contract type: Full time
Remote

Department: Sales
Location: Bloomington, MN
Compensation: $95,000 - $105,000 / year
We are looking for an experienced Client Development & Training Manager with a willingness to help us build a comprehensive training curriculum specific to Non-Agency (Non-QM) lending for our clients. In this role you will directly impact our valued partners and exceptional employees by providing outstanding training design, implementation, and support to both new and existing sellers, brokers, and applicable internal staff.
Responsibilities and Duties:
- Oversee the company’s product and systems training for our Correspondent and Wholesale clients.
- Design effective training strategies, initiatives, and materials to drive company brand, product adoption, and growth in market share.
- Conduct seminars, workshops, individual training sessions, etc. as needed, including:
- New seller and broker welcome calls
- Bi-weekly product training for all sellers and brokers
- Training on new product releases, and
- Systems training (e.g., Mortgage Flex, Laura Mac, Vesta, LMS) for new sellers.
- Translate all external-facing training materials and programs and deliver to our internal teams to ensure consistency of product, systems, and process knowledge across the organization.
- Prepare educational videos in partnership with Marketing (i.e., product and instructional videos).
- Consult with managers and leadership to determine training needs.
- Conceptualize training materials based on data, research, and industry best practices.
- Manage training budgets, enrollments, and schedules.
- Conduct evaluations to identify areas of improvement.
- Bachelor's degree in business, finance or a related field or equivalent professional experience.
- Minimum five (5) years' previous experience as a trainer, corporate training specialist, subject matter expert or related position.
- Certification from talent and training or mortgage banking associations a plus.
- Experience with technologies, tools and best practices for instructional manuals and teaching; e-learning is a plus.
- Phenomenal verbal and written communication, presentation, and public speaking skills.
- Good interpersonal skills with all levels of management.
- Strong project management skills with the ability to supervise multiple projects efficiently.
- Able to analyze problems and strategize for better solutions.
- Excellent team building; able to mentor and lead staff.
- Adherence to company philosophy/mission statement/sales goals.
- Instructional Design & Delivery: Expertise in creating and delivering impactful training programs for Non-Agency lending, including seminars, workshops, and systems training.
- 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, budgets, and multiple initiatives while maintaining quality and timeliness.
- Technical Acumen: Proficiency with mortgage systems (e.g., Mortgage Flex, Laura Mac, Vesta, LMS), training platforms, and instructional design tools.
- Analytical Thinking & Continuous Improvement: Uses data and feedback to evaluate program 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 sellers and brokers, 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.
- Great compensation package
- Attractive benefits plans and paid time off
- 401(k) w/ company matching
- Professional learning and development opportunities
- And much more!
All job duties and responsibilities must be performed within the guidelines of the Verus Residential Mortgage Employee Handbook and established company policies and procedures. It is the responsibility of each employee to maintain confidentiality of the company, its clients and to follow applicable laws and regulations in the performance of duties.
Verus Mortgage Capital is an equal opportunity employer. All qualified applicants are welcomed to apply and will receive consideration for employment without unlawful discrimination because of a person’s race, religious creed, color, national origin, citizenship status, ancestry, marital status, sex, age, or sexual orientation, or because of a person’s disability or medical condition.
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