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

1
Introduction to the Credit Union and its Culture
2
Overview of the Mortgage Loan Officer Role
3
Introduction to the Credit Union's Lending Policies
4
Completion of Compliance Training
5
Approval: Compliance Training Completion
6
Introduction to the Credit Union's Loan Origination System
7
Completion of Loan Origination System Training
8
Review of Loan Products and their Features
9
Training on Credit Risk Analysis and Management
10
Approval: Credit Risk Analysis and Management Training
11
Introduction to Anti-Money Laundering (AML) and Know Your Customer (KYC) Policies
12
Completion of AML and KYC Training
13
Training on Client Interaction and Customer Service
14
Approval: Client Interaction and Customer Service Training
15
Shadowing of Experienced Mortgage Loan Officer
16
Review of Loan Document Types and their Interpretations
17
Completion of Real-life Case Studies
18
Final Review with Supervisor
19
Approval: Final Review by Supervisor
20
Assignment of First Case