Templates
Employee Onboarding
Credit Union Loan Underwriter Onboarding
Credit Union Loan Underwriter Onboarding
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Credit Union Loan Underwriter Onboarding

1
Welcome and introduction to the Credit Union
2
Understand the role and responsibilities of a Loan Underwriter
3
Familiarize with the Credit Union's lending policies and procedures
4
Training on loan underwriting software and tools
5
Attend Compliance and Regulatory training
6
Understand the Credit Union's Risk Management methods
7
Review past loan applications and decisions for learning
8
Approval: Coach
9
Receive training on communication and negotiation techniques
10
Understand the criteria for loan approvals and rejections
11
Interact with the Loan Processing team to understand their role and efforts
12
Approval: Loan Processing Manager
13
Understand how to assess and interpret applicant’s financial status
14
Meet with the Credit Union's Risk Officer to understand the risk factors
15
Approval: Risk Officer
16
Learn about anti-money laundering (AML) policies
17
Understand the Credit Union's privacy and data security practices
18
Attend an overview session on the Credit Union's products and services
19
Shadow an experienced underwriter for a day to see real-world applications
20
Approval: Senior Loan Underwriter