Templates
Employee Onboarding
Credit Union Loan Officer Onboarding
Credit Union Loan Officer Onboarding
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Credit Union Loan Officer Onboarding

1
Introduction to the Credit Union culture and mission
2
Training on Credit Union's loan products and services
3
Orientation on the Credit Union's loan processing software
4
Completion of regulatory compliance training and tests (e.g., AML, KYC)
5
Understanding the credit appraisal and risk assessment techniques
6
Approval: Regulatory Compliance Tests
7
Familiarize with the Credit Union's customer service policies
8
Training on documentation and auditing requirements
9
Hands-on practice with loan underwriting software
10
Learning about different loan collection strategies
11
Approval: Documentation and Auditing Training
12
Understanding the Credit Union's policy on credit reporting
13
Study the ethical and legal aspects of loan servicing
14
Training on how to handle delinquent loans
15
Approval: Loan Servicing Training
16
Get acquainted with the Credit Union's loan portfolio management techniques
17
Review of sales targets and performance metrics
18
Approval: Sales Targets and Performance Metrics
19
Introduction to the collaboration and communication tools used at the Credit Union
20
Pairing with a mentor for initial periods