Provide the official appointment letter and job description
2
Introduction to the Credit Union operations
3
Enrolment to human resources and payroll systems
4
Setup office workstation and necessary hardware
5
Setup login credentials for necessary systems
6
Present an overview of loan review officer roles
7
Training on handling confidential data and security protocols
8
Familiarisation with Credit Union loan portfolio
9
Training on use of loan review software and tools
10
Understanding the Credit Union's policies, procedures and regulatory requirements
11
Review customer loan files and documents
12
Approval: Senior Loan Officer
13
Practice conducting loan reviews under supervision
14
Work on simulated loan files to understand risk evaluation process
15
Receive feedback on risk evaluation assignment
16
Training on communication and reporting procedures
17
Learn strategies for problematic loan identification and mitigation
18
Meet and familiarize with team members
19
Discuss career goals with the Manager
20
Introduction to Credit Union's culture and core values
Provide the official appointment letter and job description
In this task, you will provide the new loan review officer with their official appointment letter and job description. This will give them a clear understanding of their role and responsibilities within the credit union. By completing this task, the loan review officer will be officially onboarded into the organization and will have a comprehensive understanding of their job. Are you ready to provide the official appointment letter and job description?
Introduction to the Credit Union operations
In this task, you will introduce the new loan review officer to the operations of the credit union. This includes providing an overview of the credit union's mission, vision, and values, as well as an introduction to its organizational structure and departments. By completing this task, the loan review officer will have a solid understanding of how the credit union operates and how their role fits into the bigger picture. Let's get started with the introduction to the Credit Union operations!
Enrolment to human resources and payroll systems
In this task, you will enroll the new loan review officer into the credit union's human resources and payroll systems. This ensures that the loan review officer is properly registered as an employee and can receive their salary and benefits in a timely manner. By completing this task, the loan review officer will be officially enrolled in the credit union's systems and will have access to essential employee resources. Are you ready to proceed with the enrolment to human resources and payroll systems?
Setup office workstation and necessary hardware
In this task, you will set up the new loan review officer's office workstation and provide them with the necessary hardware. This includes their computer, monitor, keyboard, and mouse. By completing this task, the loan review officer will have a fully functional office workstation to carry out their responsibilities effectively. Let's proceed with setting up the office workstation and necessary hardware!
1
Computer
2
Monitor
3
Keyboard
4
Mouse
5
Headset
Setup login credentials for necessary systems
In this task, you will set up login credentials for the necessary systems that the loan review officer will need to access. This includes the loan review software, internal communication tools, and any other systems required for their role. By completing this task, the loan review officer will have the necessary login credentials to access the required systems and perform their duties effectively. Let's proceed with setting up the login credentials for necessary systems!
Present an overview of loan review officer roles
In this task, you will present an overview of the loan review officer roles to the new loan review officer. This includes explaining the responsibilities, expectations, and key performance indicators of a loan review officer. By completing this task, the loan review officer will have a clear understanding of their roles and responsibilities within the credit union. Are you ready to present an overview of loan review officer roles?
Training on handling confidential data and security protocols
Familiarisation with Credit Union loan portfolio
Training on use of loan review software and tools
Understanding the Credit Union's policies, procedures and regulatory requirements
Review customer loan files and documents
Approval: Senior Loan Officer
Will be submitted for approval:
Review customer loan files and documents
Will be submitted
Practice conducting loan reviews under supervision
Work on simulated loan files to understand risk evaluation process
Receive feedback on risk evaluation assignment
Training on communication and reporting procedures
Learn strategies for problematic loan identification and mitigation
Meet and familiarize with team members
Discuss career goals with the Manager
Introduction to Credit Union's culture and core values
