Templates
Mortgage Broker
Mortgage Credit Reporting Specialist Onboarding
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Mortgage Credit Reporting Specialist Onboarding

1
Introduction to the organization and department
2
Detailed Overview of the Roles and Responsibilities
3
Introduction to Mortgage Credit Reporting
4
Review of Regulatory Guidelines, Rules, and Laws
5
Approval: Compliance Officer
6
Training on use of Credit Reporting Tools
7
Data Accuracy and Validation Training
8
Policy and Procedure Manual Review
9
Approval: Policy Manager
10
Hands-on Training with Supervision
11
Introduction to Team Members and Key Contacts
12
Customer Service Training
13
Introduction to Company's Code of Ethics
14
Approval: Ethics Officer
15
Training on Cybersecurity Best Practices
16
Overview of Performance Expectations and Assessment Procedures
17
First Assignment Under Supervision
18
Feedback on First Assignment
19
Approval: Supervisor
20
Independently Handle Cases with Support
21
End of Onboarding Feedback and Review