Templates
Employee Onboarding
Commercial Loan Officer Onboarding
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Commercial Loan Officer Onboarding

1
Receive and review onboarding package
2
Attend new hire orientation
3
Office tour and introduction to team
4
Set up work email and internal communication accounts
5
Meet with IT department for software and computer setup
6
Learn the general loan process
7
Undergo commercial lending training
8
Review Current Commercial Lending Portfolio
9
Approval: Manager for Portfolio Review
10
Study and familiarize with loan products and services
11
Meet with mentor or supervisor for progression check
12
Approval: Supervisor for Progression Check
13
Participate in customer service training
14
Shadow experienced loan officer
15
Receiving and completing first assignment
16
Approval: First Assignment
17
Participate in sales and negotiation training
18
Review regulatory compliance guidelines
19
Approval: Compliance Officer for Regulatory Compliance Review
20
Schedule and participate in ongoing training and development programs