Mortgage Mastery Learning Framework
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Worksheets + Job Aids
Technical Training Example
This is a Gift Assets Training for Loan Processors: the need arose as our quality scores were being affected by mistakes on files with Gift Funds. There are stringent criteria associated with risk when it comes to utilizing gift funds, therefore, I created a training and a desk guide to address those issues specifically.
Soft-Skills Training Example
This is a "Stress Management" presentation given to all mortgage and title employees. This presentation was conducted virtually with an interactive PDF handout.