Templates
Employee Onboarding
Credit Union Mortgage Underwriter Onboarding
Credit Union Mortgage Underwriter Onboarding
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Credit Union Mortgage Underwriter Onboarding

1
Introduction to Credit Union's policy and procedures
2
Understanding mortgage lending principles
3
Learning about different types of loans and mortgages
4
Product Knowledge training
5
Training on Credit Union's proprietary mortgage underwriting software
6
Understanding Risk Assessment Criteria
7
Training on Compliance Laws related to mortgage lending
8
Introduction to the documentation required in mortgage lending process
9
Training on Evaluation of borrowers profile
10
Understanding the process of Property Evaluation and Market Analysis
11
Learning about Loan-to-Value ratio
12
Approval: Underwriting Assistant
13
Analysis of Borrowers' Credit Reports
14
Approval: Credit Review Manager
15
Learning about maintaining privacy and confidentiality of borrowers information
16
Certification on the Fair Lending Laws
17
Customer Service skills training
18
Approval: Loan Operations Manager
19
Learning about Foreclosure and Bankruptcy procedures
20
Introduction to ongoing training and skill improvements