Offer acceptance from the Indirect Lending Officer
2
Initial paperwork submission
3
Approval: HR for the submitted paperwork
4
Providing company's policies and regulations booklet
5
Setting up office space and necessary equipment
6
Creating company email and databases access
7
Introducing to the team members and manager
8
Providing job specific documents and instructions
9
Completion of mandatory online orientation
10
Approval: Manager for online orientation completion
11
Technical setup: software and internal systems
12
Training: Indirect lending procedures and regulations
13
Job shadowing with experienced officer
14
Explanation of sales targets and performance metrics
15
Assigning of first task or project
16
First week performance evaluation and feedback
17
Approval: Senior Management after first-week evaluation
18
Enrollment for ongoing educational seminars and workshops
19
Setting up virtual private network for remote access
20
Completion of one month on the job
Offer acceptance from the Indirect Lending Officer
Congratulations on being offered the position of Indirect Lending Officer! Your acceptance is the first step towards joining our team. This task involves officially accepting the offer by informing us of your decision. Please let us know if you have any questions or need further clarification before making your decision.
Initial paperwork submission
To ensure a smooth onboarding process, we require you to submit the necessary paperwork. This will include completing employment forms, tax documents, and any other required paperwork. Please follow the instructions provided and submit the completed forms within the given timeframe.
Approval: HR for the submitted paperwork
Will be submitted for approval:
Initial paperwork submission
Will be submitted
Providing company's policies and regulations booklet
As an Indirect Lending Officer, it is important that you understand our company's policies and regulations. We will provide you with a booklet containing all the necessary information. Please review the booklet carefully and take note of any questions or areas that require further clarification.
Setting up office space and necessary equipment
To ensure you have a comfortable and productive work environment, we will assist you in setting up your office space. This may include arranging furniture, providing necessary equipment such as a desk, chair, computer, and other office supplies. Please let us know your preferences and any specific requirements you may have.
1
Desk
2
Chair
3
Computer
4
Monitor
5
Keyboard
Creating company email and databases access
To ensure effective communication and access to necessary resources, we will create a company email account for you. This will allow you to communicate with team members and access company databases. Please provide the following information to set up your email account and grant database access:
1
Read-only
2
Read and Write
3
Admin
Introducing to the team members and manager
We believe in fostering a supportive and collaborative work environment. As part of your onboarding, we will introduce you to your team members and manager. This will give you an opportunity to get to know your colleagues, their roles, and establish working relationships. Please let us know if you have any preferences or specific introductions you would like to request.
1
In-person meeting
2
Virtual meeting
3
Email introductions
Providing job specific documents and instructions
To familiarize yourself with your specific job responsibilities, we will provide you with job specific documents and instructions. These will outline your tasks, responsibilities, and expectations. Please review these documents carefully and reach out with any questions or areas that require further clarification.
Completion of mandatory online orientation
As part of your onboarding process, you are required to complete a mandatory online orientation. This orientation will provide you with an overview of our company, its mission, values, and important policies. Please complete the orientation within the given timeframe and reach out if you encounter any technical issues or have any questions.
Approval: Manager for online orientation completion
Will be submitted for approval:
Completion of mandatory online orientation
Will be submitted
Technical setup: software and internal systems
To ensure you have access to the necessary software and internal systems, we will assist you in setting up your technical environment. Please provide the following information to facilitate the setup process:
1
Microsoft Office Suite
2
Adobe Creative Cloud
3
Salesforce CRM
4
Other
Training: Indirect lending procedures and regulations
To ensure you are well-equipped with the knowledge and skills required for your role as an Indirect Lending Officer, we will provide training on indirect lending procedures and regulations. This training will cover topics such as loan underwriting, credit analysis, risk assessment, and compliance. Please let us know if you have any prior experience or specific areas of focus.
1
Extensive
2
Some
3
Limited
4
None
Job shadowing with experienced officer
To provide you with a practical understanding of your role and responsibilities, you will have the opportunity to shadow an experienced Indirect Lending Officer. This job shadowing experience will allow you to observe their day-to-day activities, ask questions, and gain valuable insights. Please let us know if you have any preferences or specific areas you would like to focus on during the job shadowing experience.
1
In-person
2
Virtual
3
Combination of both
Explanation of sales targets and performance metrics
As an Indirect Lending Officer, you will be responsible for meeting sales targets and achieving performance metrics. To ensure clarity and a shared understanding, your manager will explain the sales targets and performance metrics in detail. This will allow you to set realistic goals and understand how your performance will be evaluated. Please let us know if you have any questions or specific areas that require further clarification.
Assigning of first task or project
Congratulations on completing the initial onboarding process! To kickstart your work as an Indirect Lending Officer, your manager will assign you your first task or project. This will allow you to apply your skills and knowledge in a real-world scenario. Please let us know if you have any preferences or specific areas of interest for your first task or project.
First week performance evaluation and feedback
At the end of your first week as an Indirect Lending Officer, your manager will conduct a performance evaluation and provide feedback. This evaluation will help identify areas of strength and areas for improvement. Your manager will also address any questions or concerns you may have regarding your performance. Please reflect on your first week and share any insights or observations you would like to discuss during the evaluation.
Approval: Senior Management after first-week evaluation
Will be submitted for approval:
First week performance evaluation and feedback
Will be submitted
Enrollment for ongoing educational seminars and workshops
To support your professional development and keep you up-to-date with industry trends, we offer ongoing educational seminars and workshops. Please indicate your interest in enrolling for these sessions and provide your availability. Your manager will assist you in selecting relevant seminars and workshops.
1
Loan Underwriting Best Practices
2
Risk Assessment Strategies
3
Compliance Updates
4
Sales Techniques
5
Customer Service Excellence
Setting up virtual private network for remote access
If you require remote access to our internal systems and resources, we can assist you in setting up a virtual private network (VPN). This will ensure secure and reliable access to company resources from outside the office. Please let us know if you require VPN access and provide the following information:
1
Yes
2
No
Completion of one month on the job
Congratulations on completing your first month as an Indirect Lending Officer! This milestone marks the successful integration of your role within our team. We will conduct a review to assess your progress, achievements, and any areas that may require additional support or development. Please take a moment to reflect on your first month and share any insights or observations you would like to discuss during the review.
