Introduction to the Company Policies and Guidelines
Overview of the Mortgage Document Specialist Role and Responsibilities
Provide Access to Required Software Systems
Hands-On Training on Mortgage Document Management Software
Train on Preparation and Review of Loan Documents
Familiarize with Different Types of Mortgages and Their Documentation
Approval: Familiarization of the Specialist with Mortgage Types
Training on Compliance Regulations Governing Mortgage Lending
Familiarize with Company's Ethical Standards and Code of Conduct
Train on Procedures for Documenting Mortgage Activities
Approval: Proficiency in Documenting Mortgage Activities
Training on Procedures for Handling Confidential Mortgage Data
Orientation on Working with Mortgage Processors and Underwriters
Briefed about Company's Privacy Policies and Data Security Protocols
Review of Mortgage Document Specialist Key Performance Indicators (KPIs)
Approval: Understanding of the Role's KPIs
In-depth Training on Mortgage Software User Interface and Functions
Introduction to the Mortgage Document Specialist Team and Other Related Departments
First Day Wrap-up and Open Forum for Questions
Assignment of First Task as Mortgage Document Specialist
Approval: Completion of Onboarding Process