Mortgage Broker
Mortgage Default Management Specialist Onboarding
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Mortgage Default Management Specialist Onboarding

1
Introduction to the Mortgage Default Management Team
2
Training on Company's Policies and Regulations
3
Introduction to Mortgage Default Management Software
4
Training on Mortgage Default Procedures and Techniques
5
Issuing of Work ID and Other Necessary Tools
6
Approval: HR for Issued Items
7
Tour of the Department and Introduction to Colleagues
8
Overview of Current Default Cases
9
Meeting with Department Supervisor
10
Training on Debt Recovery Strategies
11
Review of Federal and State Mortgage Default Rules
12
Understanding the Roles and Responsibilities of a Default Management Specialist
13
Training on Communication Etiquette with Defaulters
14
Approval: Supervisor on Training completion
15
Understanding Key Performance Indicators
16
Review of Company's Core Values and Ethics
17
Assignment of First Case under Supervision
18
Approval: Manager on First Case Assignment