Provide Training on Company Policies and Procedures
10
Approval: HR for Documents Submission
11
Provide Training on Commercial Underwriting Process
12
Meet the Commercial Lending Team
13
Shadow a Senior Commercial Loan Underwriter
14
Approval: Manager for Initial Training Completion
15
Provide specific Training on Risk Analysis
16
Assign an introductory task
17
Approval: Senior Underwriter on the Task Completion
18
Discuss Feedback
19
Assign Regular Work
20
On-going Check-ins and Support
Offer Job to Candidate
Congratulations! You have found a great candidate to join your Commercial Loan Underwriting team. The task at hand is to offer the job to the candidate. This task is crucial as it initiates the hiring process and sets the stage for the candidate's onboarding journey. The desired results are that the candidate accepts the job offer and moves forward in the onboarding process. To complete this task, you will need the candidate's contact information, including their email address and phone number. You will also need access to the company's HR system to generate and send the offer letter. In case the candidate declines the offer, the challenge would be to find an alternative candidate.
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Yes
2
No
Candidate Accepts Job Offer
Great news! The candidate has accepted your job offer. This task marks a significant step in the onboarding process. The desired result is to confirm the candidate's acceptance and proceed with the next steps. As part of this task, you will need to confirm the candidate's acceptance by receiving their response via email. Additionally, you should ask for any specific preferences or requirements they may have for their onboarding process.
Initiate Onboarding Paperwork
Let's get the paperwork rolling! Initiating the onboarding paperwork is a crucial step to set up the new employee as an official member of the team. This task plays a vital role in gathering all the necessary information and documents to complete the onboarding process smoothly. The desired results are to gather all required personal information, employment documentation, and company policies acknowledgment. The task requires access to HR systems, employee profiles, and various forms that need to be filled out. A potential challenge could be delayed responses from the candidate or missing required fields in the forms. To overcome these challenges, you can reach out to the candidate for clarification or provide clear instructions on how to complete the forms.
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Full-time
2
Part-time
3
Contract
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I have read and understood the policies
2
I need further clarification
Candidate Completes Onboarding Paperwork
Congratulations on completing the onboarding paperwork! This task is where the candidate takes an active role in their onboarding process by filling out and submitting all required forms. The desired result is to receive completed and accurate forms to advance to the next steps smoothly. It is essential to provide clear instructions and support throughout this task to mitigate any potential issues or confusion. Make sure to clarify any lingering questions or missing information before proceeding with the onboarding process.
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Personal Information Form
2
Emergency Contact Form
3
Direct Deposit Form
4
Tax Forms
5
Benefits Enrollment Form
Schedule Employment Orientation
Welcome to the team! The next step is to schedule the candidate's employment orientation. This task plays a crucial role in introducing the candidate to the company's culture, values, and expectations. The desired result is to find a suitable time for the orientation session that works for both the candidate and the team. As part of this task, you will need to coordinate with HR and the candidate to find a mutually convenient time. Potential challenges could include conflicting schedules or limited availability. To overcome these challenges, flexibility and effective communication are key.
Attend Employment Orientation
Congratulations on starting your employment orientation! This task is a critical milestone in your onboarding journey. The orientation is designed to provide you with essential information about the company, its culture, policies, and processes. The desired result is to actively participate, absorb the knowledge shared, and ask any questions or seek clarifications. As part of this task, you will meet with the HR representative and other new employees who share the same orientation session.
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Company Overview
2
Code of Conduct
3
Company Benefits
4
IT Policies
5
Performance Expectations
Setup Employee Workstation
Let's get you settled! This task involves setting up the candidate's workstation to ensure they have the necessary equipment and tools to carry out their role effectively. The desired result is to have a fully functional workstation that meets the candidate's requirements and enables them to begin their work smoothly. To complete this task, you will need access to IT support and a checklist for workstation setup. Make sure to gather any additional preferences or requirements from the candidate to personalize their workstation. Potential challenges could include delayed IT support response or missing equipment. Communication with the IT team and prompt resolution can mitigate these challenges.
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Laptop
2
Monitor
3
Keyboard
4
Mouse
5
Headset
Setup Access to Relevant Systems
Time to grant access! Setting up access to relevant systems ensures that the candidate can perform their duties efficiently from day one. This task plays a crucial role in providing the candidate with the necessary logins, credentials, and permissions. The desired result is to have all systems and tools accessible to the candidate without any technical issues. To complete this task, you will need to coordinate with the IT team and gather a list of systems that the candidate needs access to. It is essential to communicate the importance of safeguarding the login information and adhering to the company's security policies.
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CRM
2
Underwriting Software
3
Document Management System
4
Email and Communication Tools
5
Internal Training Platform
Provide Training on Company Policies and Procedures
Welcome to our company's rules and regulations! Training on company policies and procedures is a vital task to ensure that the new employee is familiar with the guidelines and expectations. The desired result is to provide comprehensive training that enables the candidate to understand and adhere to the company's policies and procedures. This task helps create a compliant and productive work environment. The candidate will also have an opportunity to ask questions and seek clarification on any points of confusion.
1
Code of Conduct
2
Data Privacy
3
Conflict of Interest
4
Attendance and Punctuality
5
Dress Code
Approval: HR for Documents Submission
Will be submitted for approval:
Candidate Completes Onboarding Paperwork
Will be submitted
Provide Training on Commercial Underwriting Process
Let's dive into the world of commercial loan underwriting! This task is designed to provide the candidate with a comprehensive understanding of the commercial underwriting process. The desired result is to equip the candidate with the necessary knowledge and skills to perform the assigned tasks effectively. As part of this task, the candidate will learn about risk assessment, financial analysis, industry trends, and regulatory requirements. The candidate will also have an opportunity to ask questions and engage in interactive discussions to enhance their learning experience.
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Introduction to Commercial Underwriting
2
Financial Statement Analysis
3
Cash Flow Analysis
4
Collateral Evaluation
5
Loan Structuring
Meet the Commercial Lending Team
Welcome to the team! In this task, you will have the opportunity to meet and get acquainted with the Commercial Lending Team. The desired result is to build connections, establish professional relationships, and foster collaboration. As part of this task, you will be introduced to key team members, learn about their roles and responsibilities, and receive a warm welcome to the team.
Shadow a Senior Commercial Loan Underwriter
Time for hands-on learning! This task involves shadowing a senior commercial loan underwriter to gain practical knowledge and insights. The desired result is to observe and learn from experienced professionals, understand their decision-making process, and gain exposure to real-life cases. This task requires coordination with the senior commercial loan underwriter to schedule the shadowing sessions and ensure the candidate has access to relevant loan files and documentation.
Approval: Manager for Initial Training Completion
Will be submitted for approval:
Attend Employment Orientation
Will be submitted
Provide Training on Company Policies and Procedures
Will be submitted
Meet the Commercial Lending Team
Will be submitted
Shadow a Senior Commercial Loan Underwriter
Will be submitted
Provide specific Training on Risk Analysis
Let's focus on risk analysis! This task aims to provide the candidate with targeted training on risk analysis, a critical component of commercial loan underwriting. The desired result is to enhance the candidate's skills in identifying, evaluating, and mitigating risk factors associated with commercial loan applications. The candidate will learn about industry-specific risk factors, regulatory requirements, and best practices in risk analysis.
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Credit Risk
2
Market Risk
3
Operational Risk
4
Legal and Compliance Risk
5
Reputation Risk
Assign an introductory task
Time for your first task! This task involves assigning an introductory task to the candidate. The purpose of this task is to provide the candidate with a hands-on experience to apply their newly acquired knowledge. The desired result is for the candidate to successfully complete the task and demonstrate their understanding of the assigned responsibilities. It is essential to ensure that the task is aligned with the candidate's skill level and provides a reasonable challenge.
Approval: Senior Underwriter on the Task Completion
Will be submitted for approval:
Assign an introductory task
Will be submitted
Discuss Feedback
Let's talk about your progress! This task involves discussing feedback with the candidate based on their performance and the introductory task assigned. The desired result is to provide constructive feedback to help the candidate improve and address any areas of improvement. This task plays a crucial role in fostering continuous learning and development. It is essential to create a supportive and open environment for effective feedback discussions.
Assign Regular Work
Time to take on regular assignments! This task involves assigning regular work to the candidate, aligned with their role as a commercial loan underwriter. The desired result is for the candidate to demonstrate their ability to handle assigned tasks independently and efficiently. The candidate will be responsible for analyzing loan applications, conducting risk assessments, preparing credit reports, and making underwriting recommendations.
On-going Check-ins and Support
We've got your back! This task involves providing ongoing check-ins and support to ensure the candidate's smooth transition into their role as a commercial loan underwriter. The desired result is to maintain open lines of communication, address any challenges or questions, and provide guidance when needed. Regular check-ins will ensure that the candidate feels supported and can navigate their responsibilities effectively.
