Finance
Loan Processor Onboarding
đź“ť

Loan Processor Onboarding

1
Provide new Loan Processor with orientation packet
2
Guided office tour
3
Introduce the new Loan Processor to the team
4
Setup work and database access
5
Provide necessary IT equipment
6
Training on company policies and procedures
7
Training on loan processing software
8
Demonstrate loan application review process
9
Explain the importance of credit score evaluation
10
Train on customer service best practices
11
Teach the techniques of fraud detection
12
Training on regulatory compliance
13
Guided practice in preparing loan files
14
Conduct mock client meetings
15
Review the ability to assess loan applications
16
Approval: Assess Loan Applications
17
Assign first real client file
18
Provide ongoing support and feedback
19
Arrange weekly meetings to track progress