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

1
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