Finance
Mortgage Operations Analyst Onboarding
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Mortgage Operations Analyst Onboarding

1
Provide new hire with company workstation and login credentials
2
Introduction to Mortgage Operations team
3
Overview of company policies, confidentiality agreement signing
4
Introduction to company software and technology resources
5
Training on mortgage lending principles and regulations
6
Training on data analysis and reporting tools
7
Familiarize new hire with typical mortgage products and services
8
Understanding of the role of third-party service providers in the mortgage process
9
Approval: Manager on basic understanding of mortgage process
10
Mock assignment to analyze mortgage operational data
11
Review of mock assignment and feedback
12
Assignment of mentor for continuous support and guidance
13
Training on risk assessment related to mortgage operations
14
Understanding company's mortgage underwriting guidelines
15
Training on credit report analysis
16
Approval: Senior Mortgage Analyst on credit report analysis
17
Meetings with inter-departmental team leads
18
Understand procedure to escalate issues to management
19
Familiarity with ongoing projects and assignments
20
Commence work on real assignments under supervision of mentor