Welcome and introduction to the Credit Union
Understand the role and responsibilities of a Loan Underwriter
Familiarize with the Credit Union's lending policies and procedures
Training on loan underwriting software and tools
Attend Compliance and Regulatory training
Understand the Credit Union's Risk Management methods
Review past loan applications and decisions for learning
Receive training on communication and negotiation techniques
Understand the criteria for loan approvals and rejections
Interact with the Loan Processing team to understand their role and efforts
Approval: Loan Processing Manager
Understand how to assess and interpret applicant’s financial status
Meet with the Credit Union's Risk Officer to understand the risk factors
Learn about anti-money laundering (AML) policies
Understand the Credit Union's privacy and data security practices
Attend an overview session on the Credit Union's products and services
Shadow an experienced underwriter for a day to see real-world applications
Approval: Senior Loan Underwriter
