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Member Business Lending Officer Onboarding

Provide Initial Introduction and Overview of the Position

Allocate Necessary Equipment and Resources

Set Up Member Business Lending Software Access

Provide Training on Member Business Lending Software

Introduce to Lending Team and Key Contacts

Review Company Policies and Regulations

Approval: Review of Company Policies

Complete Compliance Training

Faniliarise with Common Loan Products and Services

Shadow Senior Lending Officer on a Client Call

Review Risk Assessment Procedure

Train on Loan Origination Process

Approval: Training on Loan Origination Process

Understand Underwriting Guidelines

Reviewing Loan Documents

Engage in Role-playing Exercises

Discuss Performance Expectations and Targets

Assign First Client Case to Handle under Supervision

Approval: First Client Case Handling

Feedback Session and QnA with Supervisor

Provide Initial Introduction and Overview of the Position

In this task, you will provide the new Member Business Lending Officer with an introduction and overview of their position. Explain the role of a Member Business Lending Officer and how it contributes to the overall lending process. Emphasize the importance of their role in supporting the growth and success of our business members. What challenges may arise in this role, and how can they be approached?

What are your key responsibilities as a Member Business Lending Officer?

Allocate Necessary Equipment and Resources

Ensure that the new Member Business Lending Officer has all the necessary equipment and resources to perform their job effectively. This may include a computer, phone, desk, chair, and any other tools specific to the role. What equipment and resources are essential for the Member Business Lending Officer to have access to?

Select the necessary equipment and resources