Templates
Finance
Commercial Mortgage-Backed Security Analyst Onboarding
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Commercial Mortgage-Backed Security Analyst Onboarding

1
Complete initial paperwork for the company records
2
Attend introductory company orientation
3
Approval: Orientation completion
4
Undergo a overview session about Commercial Mortgage-Backed Security
5
Meet with immediate team members and supervisor
6
Deployment of required software tools and systems on work systems
7
Approval: Software setup
8
Begin familiarization with company policies and protocols
9
Receive in-depth training on deal structuring
10
Attend training sessions on risk management
11
Approval: Completion of risk management training
12
Undergo training on data analysis and report creation
13
Learn about company-specific software tools
14
Brainstorm and discuss past case studies with mentors
15
Approval: Review of past case studies
16
Initiate on the job training with supervised tasks
17
Understand the communication policy with clients
18
Approval: Understanding of client communication policy
19
Finalise training by submitting a sample analysis report
20
Approval: Sample report submission