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RM

Rachel Morgan

Sr. Learning & Development Trainer at Zillow
Intro Book
Experienced mortgage trainer and lender with a strong background in employee training and development.
  • Claim this Profile
Location
Tulsa, Oklahoma, United States, US
Skills
  • Employee Training
  • Training Course Development
  • Mortgage Banking
  • Mortgage Lending
  • Residential Mortgages
  • Show all
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Bio

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Topline AI
Rachel Morgan is a seasoned mortgage professional with 14+ years of experience in mortgage banking, lending, and training. She has worked at Lennar Mortgage, BOK Financial, and Zillow, developing training guides, facilitating technical and soft skills training, and providing training programs to assist associates with new procedures and improve job skills.

Credentials

  • Insights Discovery
    Insights Discovery Client Practioner
    Dec, 2023
    - Apr, 2026
  • Certified ScrumMaster (CSM)
    Scrum Alliance
    Jul, 2019
    - Apr, 2026

Experience

  • Zillow
    • Sr. Learning & Development Trainer
      • Oct 2021 - Present

  • BOK Financial
    • Tulsa, Oklahoma
    • Mortgage Trainer & Instructional Designer
      • Mar 2017 - Oct 2021
      • Tulsa, Oklahoma

  • American Mortgage Professionals, LLC
    • Owasso, Oklahoma
    • Mortgage Banker
      • Dec 2016 - Mar 2017
      • Owasso, Oklahoma

      NMLS 1569918

  • Lennar Mortgage
    • United States
    • Financial Services
    • 700 & Above Employee
    • Mortgage Trainer
      • Aug 2013 - Nov 2016

       Developed training guides and job aids Facilitated technical & soft skills training in the classroom & via webinars  Provided training programs to assist associates with new procedures &/or improve job skills  Trained incoming Processors, Underwriters & Closers  Assisted management in coaching associates when performance was not meeting expectations

    • Sr. Loan Processor / Operations Manager / Team Leader
      • Jun 2002 - Aug 2013

Education

  • Arizona State University
    Bachelor’s Degree, Agribusiness/Agricultural Business Operations and Marketing

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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